About the role
Consultant
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. Organize, secure, and maintain all files, records, in accordance with policies and procedures. Record, share folder, access, and/or analyze computerized financial information. Maintain accurate electronic spreadsheets for financial and accounting data. Classify, code, and summarize numerical and financial data to compile and keep financial records, using journals, ledgers, and/or computers. Prepare, maintain, and distribute statistical, financial, accounting, auditing, or payroll reports and tables. Complete period-end closing procedures and reports as specified. Prepare, review, reconcile, and issue bills, invoices, and account statements according to company procedures.
Follow all company policies and procedures; ensure uniform and personal appearance are clean and professional; maintain confidentiality of proprietary information; protect company assets; service needs in a professional, positive, and timely manner. Speak with others using clear and professional language; prepare and review written documents accurately and completely; Develop and maintain positive working relationships with others; support team to reach common goals; listen and respond appropriately to the concerns of other employees. Perform other reasonable job duties as requested by Supervisors.
Policies and Procedures
§ Protect the privacy and security of clients and coworkers.
§ Maintain confidentiality of proprietary materials and information.
§ Follow company and department policies and procedures.
§ Perform other reasonable job duties as requested by Supervisors.
Communication
§ Speak to clients and co-workers using clear, appropriate and professional language.
§ Talk with and listen to other employees to effectively exchange information.
Assists Management
§ Coordinate tasks and work with other departments to ensure that the department runs efficiently.
Working with Others
§ Develop and maintain positive and productive working relationships with other employees and departments.
§ Support all co-workers and treat them with dignity and respect.
§ Partner with and assist others to promote an environment of teamwork and achieve common goals.
§ Handle sensitive issues with employees and/or clients with tact, respect, diplomacy, and confidentiality.
General Finance and Accounting
§ Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes.
§ Complete period-end closing procedures and reports as specified.
§ Prepare, maintain, and distribute statistical, financial, accounting, auditing, or payroll reports and tables.
§ Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals, ledgers, and/or computers.
§ Code documents according to company policies and procedures.
§ Organize, secure, and maintain all files and records in accordance with document retention and confidentiality policies and procedures.
§ Record, store, and/or analyze information using given software.
§ Maintain accurate electronic spreadsheets for financial and accounting data.
§ Access computerized financial information to answer general questions as well as those related to specific accounts.
§ Generate finance/accounting reports from computer system as needed.