- – Coordinate client signatures and ensure timely submission of tax forms.
- – Answer and direct phone calls, emails, and schedule appointments efficiently.
- – Maintain organized filing systems and assist with data entry tasks as needed.
- – Oversee daily activities of the AP team, ensuring accuracy in financial data.
- – Review financial records, conduct account analyses, and prepare financial reports.
- – Manage month-end close activities, including adjusting entries and variance analysis.
- – Develop and implement sales strategies to achieve company targets.
- – Manage and mentor sales representatives, providing guidance and support.
- – Identify new business opportunities and maintain client relationships.