Finance Assistant

Summary

Join TurnPoint, a fast-paced boutique IT firm, as a Finance Assistant! This remote role involves data entry tasks supporting the bookkeeper, requiring accuracy and attention to detail. You'll work with QuickBooks (Online preferred), handle confidential information, and assist with office management and special projects. Experience with data entry and finance is necessary, while experience with Airtable, Asana, and Microsoft Office is preferred. The schedule is 8 AM to 5 PM Pacific Time (11 PM to 8 AM Philippine Time).

Requirements

• Have experience with data entry/finance
• Possess experience with QuickBooks
• Demonstrate attention to detail
• Have excellent typing and computer skills
• Possess strong organizational skills
• Have customer service skills
• Have the ability to use email in a professional setting

Responsibilities

• Enter text and figures into company spreadsheets and/or databases
• Enter FedEx shipping charges from FedEx site invoices to PO log, update PO log and flag for billing
• Enter Amazon / Ingram orders charges from site invoices to PO log, update PO log and flag for billing
• Handle confidential information and data
• Maintain database by entering new and updated customer and account information
• Establish entry priorities
• Perform other data entry duties as assigned
• Assist as necessary on office management tasks
• Complete special projects as assigned (e.g., migrating to new finance and operations systems)
• Exemplify and champion superior client communication and service
• Emphasize quality, continuous improvement and high performance
• Enact and champion company policies
• Track, route, and redirect issues to correct resources and internal team for support
• Balance support ticket threads, task execution and project work for timely completion
• Escalate questions in a timely manner
• Adhere to workflow best practices: attention to detail, thoroughness and follow-through
• Train and mentor team on proper documentation and workflow processes to ensure accurate and timely entry of data and invoicing

Preferred Qualifications

• Have experience with QuickBooks Online
• Have experience with Airtable, Asana, Microsoft Office and Excel

Benefits

Remote work