Role Description
This individual must have a keen eye for detail and a passion for numbers. They review every detail of our client invoicing, including our management fees, vendor costs, and all supporting backup. They make sure the M&IW program lead have all necessary signed agreements, approvals, cost savings worksheets, budgets, etc. in place. They also partner closely with our BI Solutions team to finalize all data points needed for internal and external reporting.
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QC Speaker Series Invoices as assigned
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Process Vendor Commission Invoices as assigned
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Process Hotel Commission Invoices as assigned
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Process Client Deposit Invoices as assigned
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Compile and send finalized invoices to the client
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Enter invoices in AccountEdge
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Enter Journal Entries as needed
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Run all final program reports
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Save applicable information to the audit folder
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Track and enter financial data for meetings managed by the company in Cvent
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Work overtime hours when required, based on M&IW or clientβs needs and deadlines
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Utilize skills and resources to assist the Director of Finance
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Achieve long-term goals, department documentation, and improve performance objectives
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Demonstrate ability to understand how planning and execution can impact the overall effectiveness of a solution in terms of expectations
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Promote new tools for effective communication
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Work with resource vendors to complete scheduled work
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Identify design deficiencies
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Strengthen customer relationships
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Establish and maintain working relationships with client as required to successfully complete responsibilities
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Improve communications to internal/external customer
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Optimize service delivery by identifying and tracking customer needs and satisfaction
Qualifications
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0 to 3 yearsβ experience in Meeting/Business/Finance Industry
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0 to 1 year experience in Reconciliation/Finance/Reporting
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College degree preferred (or equivalent experience)
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Proficient in Word, Excel, Outlook and the Internet
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Strong math and analytical skills; Solid understanding of financial analysis preferred
Requirements
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Details of these areas are shared during interviews and monthly reviews:
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Cultural Excellence
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Role Expectations
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Emotional Intelligence
Benefits
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Competitive salary
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Health, Dental, Vision and Life Insurance options
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401K plan
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Paid holidays
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Accrued personal time off for vacation and sick leave
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Laptop, additional monitor, and mobile phone
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Global Giveback program for volunteer service
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Remote Office / Work from home, or option to work in our corporate headquarters located near Milwaukee