Finance Administrator

3 months ago

Ottawa, Canada Park Lawn Corporation Full time

**Why Work for Tubman Funeral Homes - Westboro?**

**_ Service_**
- At every level, our dedicated team members display a strong work ethic and commitment to our core values, respect for the family, the profession, and the individual.
- Work with leading experts in the funeral and cemetery profession.

**Benefits**
- Variety of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of physical and emotional replenishment for our team.
- Employee Discounts on services, merchandise, and property to help our team members in their time of need.

**_Culture_**
- We value honesty, courage, integrity, ethical behavior and the development of personal growth.
- We are rooted in the communities to provide a personal touch to every family we serve.
- We believe in the value of funeral and cemetery service, drawing on decades of experience to create the best experience for our families.

**Essential Functions**
- Tracks and records status of customer’s services
- Prepares final invoices for Funeral Directors in FaCTS
- Follows up on overdue accounts and works with collection agencies when required
- Prepares or initiates client letters relating to status of account as per the company collection policy
- Maintains and archives client files (AT need and Pre-need)
- Liaises with funding companies regarding client payouts
- Accepts and records customer payments in FaCTS and Intacct
- Makes weekly bank deposits.
- Processes monthly payment plan payments.
- Prepares disbursement checks as required for family services
- Tracks and records unearned revenue for month end
- Maintains pre-paid contract ledger and assists sales staff with client paperwork
- Provides insight and suggests way to improve AR processes
- Other duties as required.

**Competencies**
- Financial Management.
- Performance Management.
- Ethical Conduct.
- Communication Proficiency.
- Personal Effectiveness/Credibility.
- Customer Service Orientation.
- Time Management.
- Required Education, Experience, Certifications and Licensure
- Post-secondary degree/diploma in accounting, finance, or related business program
- 6 months to 1 year work experience in a professional setting is preferred
- Advanced knowledge of MS Excel
- Knowledge of Sage considered a strong asset
- Fast and accurate data entry skills coupled with strong organizational skills and keen attention to detail

**Additional Eligibility Qualifications**
- Skill to analyze data and provide recommendations.
- Excellent written and oral communication.
- Must be able to work independently, prioritizing and meeting multiple deadlines.

**Supervisory Responsibility**

This position has no direct supervisory responsibilities.

**Physical Demands and Work Environment**

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- The duties associated with this position are generally performed in an indoor office setting.
- Equipment used to perform the essential function of this position includes, but is not limited to computer, fax, copier, merchant terminal, multi-line phone system, personal or company owned vehicle.
- Employees in this role are regularly required to climb, sit, stand, bend, kneel, and frequently lift to 25 pounds.
- This position may also require reaching, pushing, and pulling.
- This position may also be exposed to chemicals and/ or blood borne pathogens. Exposure risk is considered: __X__ Low ___ Moderate ___ High
- Overtime is sometimes necessary or required.

**Travel**
- This position may require up to 10 percent out of area and overnight travel.
- Travel is primarily local occurring during the business day only.

**Other Duties**

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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