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Financial Project Assistant
Location:
San Antonio, TX
Description:
The Alamo Trust, Inc. is looking for a Financial Project Assistant to join the team! Competitive compensation and benefits, including Employer paid medical for employee, retirement match, paid time off, paid holidays. POSITION SCOPE The primary role of the Financial Projects Assistant is to assist the Financial Project Manager in maintaining and monitoring the financial aspects of the Alamo Plan. This may include managing internal and external reporting, assisting with billing reviews, managing deadlines and workflow, and scheduling meetings and appointments. DUTIES, RESPONSIBILITIES & ESSENTIAL FUNCTIONS Pay request submissions and status reporting. Work with Financial Project Coordinator and Financial Project Manager to help ensure invoices and payment deadlines are met. Submission of invoices to ATI finance department. Assist with maintaining monthly checks and balances between ATI tracking logs and PMs PMIS balances to ensure each is tracking properly. Provide administrative support. Undertake finance project tasks as required. Ensure projects adhere to frameworks and all documentation is maintained appropriately for each project. Assist in creating internal and external financial reporting material. Create and manage funding requests from various sources. Attend meetings as requested. Review and processing of vendor payment applications for reimbursable expenses. Receiving, filing, tracking, and processing invoices. Review and verify accuracy of invoices with responsible project managers. Assist Financial Project Coordinator and the Financial Project Manager with submission of APs within DocuSign. Provide additional project coordination and administrative support as requested. REQUIRED QUALIFICATIONS Bachelors degree in accounting or related fields, preferred. Familiarity with basic accounting principles required. Two or more years of equivalent experience in related fields Must be proficient in Office 365 (Word, Excel, Outlook and SharePoint) Exceptional attention to detail. The ideal candidate will be a proactive self-starter who excels at working in a dynamic and changing environment Strong interpersonal, strategical and problem-solving skills Ability to manage and/or contribute to a high volume of complex tasks and prioritizing workflow and a wide range of projects at any given time in a fast-paced office environment Strong team-orientation and professional attitude.
Company:
Alamo Trust
Posted:
April 27 on PrismHR Hiring
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More About this Listing: Financial Project Assistant
Financial Project Assistant is a Clerical Assistant Job at Alamo Trust located in San Antonio TX. Find other listings like Financial Project Assistant by searching Oodle for Clerical Assistant Jobs.
Financial Project Assistant is a Clerical Assistant Job at Alamo Trust located in San Antonio TX. Find other listings like Financial Project Assistant by searching Oodle for Clerical Assistant Jobs.