Working under general direction, provides complex business operations support to multiple lines of business in an office. May also train lower level staff. May be responsible for processing AP transactions such as vendor invoices and expense reports, setting up listings and project budgets, billing and accounts receivables, contract administration, licensing, revenue forecasting and transaction processing.
Essential Duties And Responsibilities
Coordinates timely entry and processing of various standard to complex AP transactions such as vendor invoices and expense reports for a local market and/or region. Codes and allocates expenses in PeopleSoft Financials. Escalation point for vendor invoices and payment inquiries.
Reviews and enters standard and more complex agreements and/or transactions such as listing, management, valuation, leasing and sales into appropriate system (e.g. PeopleSoft, MTA, VAS, I-track, etc.). Creates corresponding file(s) that is compliant with company and state requirements.
Performs PeopleSoft level one review and approval of various AP items to ensure proper coding, allocation and backup for all items. May train and assist end users in PeopleSoft expense report entry.
Reviews and follows up on monthly AR report; resolves client questions and ensures fees are collected.
Provides monthly ad-hoc reports to management to track project budgets, T&E allowances, revenues, etc. Compiles broker, producer and/or management pipelines for forecasting process.
Other duties as assigned.
Supervisory Responsibilities
No formal supervisory responsibilities in this position.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Solid experience with Python, SQL, and Visual Studio Highly Preferred
EDUCATION And EXPERIENCE
High school diploma or general education degree (GED) with a minimum of four years of related experience and/or training.