What are the responsibilities and job description for the Financial Professional position at Creative Financial Staffing?
Our client, a prominent firm in the industry, is seeking an accomplished Financial Professional due to growth. This role involves processing and matching purchase orders with invoices, keying in payment information, and applying project numbers and cost types to code invoices.
The ideal candidate will possess strong data entry, organizational skills, and attention to detail, as well as the ability to multitask and manage competing priorities.
This position offers a unique opportunity to join a growth-oriented company, known for its best-in-class services and family-focused culture.
Responsibilities:
- Process and match PO's with invoices, keying in of invoices for payment
- Responsible for some ERP system data entry only at the time of month-end close where they may have some very light overtime beyond the hours of 7 a.m. - 3 p.m. which are core
- Attain approvals and required signatures from the field for P.O. processing as quickly as possible
- Apply project numbers and cost types to code invoices to projects using Viewpoint and inputting expenses the Concur expense reporting systems which will work together
