- – Set up and maintain project job numbers and client profiles in Jonas.
- – Coordinate monthly billing percentages and prepare Construction Management billings.
- – Apply client payments, process deposits, and monitor outstanding accounts.
- – Assist in preparing financial documents, including invoices and accounts payable.
- – Update accounting databases and spreadsheets, ensuring accuracy and efficiency.
- – Monitor client accounts for irregularities and support timely payment collections.
- – Lead annual budget development and present financial statements to the Board.
- – Oversee audits, ensure compliance with regulations, and manage financial policies.
- – Collaborate with leadership to translate financial data into actionable insights.