Finance Administrator

Job Description

<p><h3>Overview</h3><p>Why Work for Tubman Funeral Homes - Westboro?</p><p><b>Service</b></p><ul><li>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.</li><li>Work with leading experts in the funeral and cemetery profession.</li></ul><p><b>Benefits</b></p><ul><li>Financial assistance programs encouraging employees through education and development in industry related subjects.</li><li>Variant of Vacation, Personal Days and Sick Days based on your role emphasizing the importance of physical and emotional replenishment for our team.</li><li>Employee Discounts on services, merchandise, and property to help our team members in their time of need.</li></ul><p><b>Culture</b></p><ul><li>We value honesty, courage, integrity, ethical behavior and the development of personal growth.</li><li>We are rooted in the communities to provide a personal touch to every family we serve.</li><li>We believe in the value of funeral and cemetery service, drawing on decades of experience to create the best experience for our families.</li></ul><p><b>Compensation</b></p><ul><li>Annual salary starting at $55,000.00 CAD commensurate with experience.</li></ul><p><b>Essential Functions</b></p><ul><li>Tracks and records status of customer’s services.</li><li>Prepares final invoices for Funeral Directors in contract processing software (FaCTS).</li><li>Follows up on overdue accounts and works with collection agencies when required.</li><li>Prepares or initiates client letters relating to status of account as per the company collection policy.</li><li>Maintains and archives client files (AT need and Pre-need).</li><li>Liaises with funding companies regarding client payouts.</li><li>Accepts and records customer payments in FaCTS and Intacct.</li><li>Makes weekly bank deposits.</li><li>Processes monthly payment plan payments.</li><li>Prepares disbursement checks as required for family services</li><li>Tracks and records unearned revenue for month end</li><li>Maintains pre-paid contract ledger and assists sales staff with client paperwork</li><li>Provides insight and suggests way to improve AR processes</li><li>Other duties as required.</li></ul><p><b>Competencies</b></p><ul><li>Financial Management.</li><li>Performance Management.</li><li>Ethical Conduct.</li><li>Communication Proficiency.</li><li>Personal Effectiveness/Credibility.</li><li>Customer Service Orientation.</li><li>Time Management.</li></ul><p><b>Required Education, Experience, Certifications and Licensure</b></p><ul><li>Post-secondary degree/diploma in accounting, finance, or related business program</li><li>6 months to 1 year work experience in a professional setting is preferred</li><li>Advanced knowledge of MS Excel</li><li>Knowledge of Sage considered a strong asset</li><li>Fast and accurate data entry skills coupled with strong organizational skills and keen attention to detail</li></ul><p><b>Additional Eligibility Qualifications</b></p><ul><li>Skill to analyze data and provide recommendations.</li><li>Excellent written and oral communication.</li><li>Must be able to work independently, prioritizing and meeting multiple deadlines.</li></ul><p><b>Supervisory Responsibility</b></p><p>This position has no direct supervisory responsibilities.</p><p><b>Physical Demands and Work Environment</b></p><p>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.</p><ul><li>The duties associated with this position are generally performed in an indoor office setting.</li><li>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.</li><li>Employees in this role are regularly required to climb, sit, stand, bend, kneel, and frequently lift to 25 pounds.</li><li>This position may also require reaching, pushing, and pulling.</li><li>This position may also be exposed to chemicals and/ or blood borne pathogens. Exposure risk is considered: __X__ Low _____ Moderate _____ High</li><li>Overtime is sometimes necessary or required.</li></ul><p><b>Travel</b></p><ul><li>This position may require up to 10 percent out of area and overnight travel.</li><li>Travel is primarily local occurring during the business day only.</li></ul><p><b>Other Duties</b></p><p>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.</p></p>
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