Finance and Procurement Manager

Finance and Procurement Manager – Owings Mills, MD – Full Time

Finance and Procurement Manager

Reports to: Controller
Compensation: $18-$22/hr
Job Description: The Finance and Procurement Manager manages key financial functions including invoicing, cost analysis, and accounts receivable. This role also manages the procurement of client hardware and software and oversees Help Desk Phone Intake.

Basic Functions:

Finance

Prepare and send agreement invoices between the 26th and final day of every month
Process and send monthly project and consulting invoices the first week of every month
Process invoices for closed tickets and projects on a weekly basis
Oversee 3rd party products to ensure accurate billing for M365, Security Bundles, and other 3rd party tools
Manage late notices and invoicing aging detail
Analyze client profitability
Complete regular QuickBooks expense analysis to ensure costs align with budget
Assist in monthly financial reporting
Respond to client billing inquiries
Process credits at the discretion of the CXM for billing inconsistencies
Complete financial analyses upon request
Process QuickBooks Journal Entries when necessary

Procurement

Update ConnectWise Product Catalog with proper categorization and pricing
Maintain working knowledge of vendors that supply standard products at the lowest possible prices
Prepare and process Purchase Orders through ConnectWise
Track purchasing and shipping activity for KiteTech and client orders
Manage product inventory in ConnectWise to ensure accuracy and that minimum stock levels are met
Receive incoming and ship outgoing products
Perform the RMA process to procure replacement products from manufacturers and vendors for refund
Perform quarterly inventory audits to ensure inventory system accuracy

Phone Intake

Field 50+ calls per week and open/update service tickets
Work with leadership to ensure proper phone coverage
Proficient with general Office applications, specifically Excel
Strong mathematical skills
Process-driven and maintains high attention to detail
Strong organizational, presentation, and customer service skills
Strong ability to learn quickly and manage multiple tasks at once
Skilled and diligent in preparing written communication to clients and colleagues
Interpersonal skills: such as telephony skills, active listening, and customer-care

Knowledge, Skills, and/or Abilities Required

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.

Proficient with general Office applications, specifically Excel
Strong mathematical skills
Process-driven and maintains high attention to detail
Strong organizational, presentation, and customer service skills
Strong ability to learn quickly and manage multiple tasks at once
Skilled and diligent in preparing written communication to clients and colleagues
Interpersonal skills: such as telephony skills, active listening, and customer-care

Education and Experience:

Minimum 2 years college in business related field
BA/BS in finance, accounting, or business administration, preferred
2 years of finance, accounting, or business administration experience, preferred

Benefits:

Health and dental benefits
Employer IRA contribution
Paid Time Off
Full on the job training & support
Fun working environment and culture
Great opportunity for advancement

The statements above are intended to describe the general nature and level of work being performed by people assigned to this job. Other duties may be assigned as needed.