- Lead preparation and review of financial statements, reports, and forecasts.
- Oversee month-end close, balance sheet reconciliations, and tax compliance.
- Manage intercompany financial processes, audits, and internal controls.
- – Maximize revenue by developing relationships with customers in assigned territory
- – Prospect and qualify new accounts, including dormant and competitor accounts
- – Utilize CRM tools to manage sales pipeline and prepare strategic action plans
- – Provide professional customer service and manage client inquiries effectively.
- – Dispatch work orders, enter purchase orders, and maintain service records.
- – Assist with invoicing, accounts receivable, and prepare customer reports as needed.