Employee Name: TBD
Job Title: Finance Assistant
Role: Finance Assistant
Reports to: Bookkeeper
Compensation: Up to ₱ 650,000/year, depending on experience
Schedule: Hours for this position are 8AM to 5PM Pacific Time (11PM to 8AM Philippine Time)
This is a remote role
Position Description and Purpose: Are you someone with experience in data entry/finance? This role at a fast-paced, boutique IT firm may be for you. No previous tech experience is required, just enthusiasm for technology and a desire to help solve issues. We will provide you with the tech training necessary to succeed at TurnPoint, in this role and beyond.
You will be tasked with data entry tasks to support our bookkeeper as she handles invoicing clients and reconciling charges. Accuracy and attention to detail are paramount in this role. You should be someone who obsesses with accuracy and triple checks things as matter of course. You will be working closely with the Bookkeeper and the Director of Operations.
- Data Entry Essential Skills
- Experience with QuickBooks is required (QuickBooks Online preferred)
- Experience with Airtable, Asana, Microsoft Office and Excel preferred
- Attention to detail
- Excellent typing and computer skills
- Strong organizational skills
- Customer service skills
- The ability to use email in a professional setting
- Data Entry – 70%:
- Enter text and figures into company spreadsheets and/or databases
- FedEx shipping charges - entering charges from FedEx site invoices to PO log, update PO log and flag for billing.
- Amazon / Ingram orders - entering 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
- Other data entry duties as assigned
- Projects – 20%
- Assist as necessary on office management tasks
- Special projects as assigned (e.g., migrating to new finance and operations systems)
- Leadership Responsibilities – 10%:
- 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.
Top Skills
What We Do
Our company is a boutique IT consulting firm providing high-level IT consulting, outsourced IT management, and help desk services to small- and medium-sized businesses in the greater Seattle area. We are a rapidly growing business with a solid long-term client base. We pride ourselves on quality customer service while providing top-notch IT consulting services and solutions. We are passionate about our business and see our company as a long-term partner in our clients' growth and success.
