Finance & Accounting Support

• Allocate incoming funds and expense receivables in internal systems accurately and promptly
• Assist with general bookkeeping and support accounting compliance
• Reconcile accounts and maintain up-to-date, accurate financial records
• Prepare and send Accounts Receivable (AR) reports weekly
• Review and track payables to ensure timely processing
• Follow up on aging receivables to support cash flow and collections
• Prepare and email monthly invoices (e.g., for storage or other services)

Reporting & Analysis

• Generate and maintain daily commission and call reports for the sales team
• Track lead refunds and process refund requests for invalid or poor-quality leads
• Maintain clean, well-organized spreadsheets and financial dashboards
• Identify process discrepancies and proactively escalate or resolve them

Operational & Admin Support

• Monitor shared inboxes for supplier invoices, task-related emails, and follow-ups
• Ensure timely follow-through on tasks by coordinating with internal stakeholders
• Maintain internal documentation and keep operational workflows up to date
• Handle various administrative and ad-hoc business tasks as needed
• Monitor company email accounts and escalate important communications appropriately

• Triage shared inboxes and prioritize financial and operational tasks
• Generate and distribute daily reports (commissions, calls, etc.)
• Enter receivables and allocate incoming payments in the system
• Reconcile accounts and follow up on outstanding items
• Coordinate with team members to ensure tasks are moving forward
• Handle administrative support requests as they come in
• Identify issues and bring them to the attention of the appropriate stakeholder