Finance Intern
Mission Statement: Unlocking potential while protecting your most critical assets.
Core Values: Care Trust Help (C.T.H.)
Summary of Position:
- Set-up new jobs in Vista for quotes or contracts
- Entry of project budgets and forecasts
- Process new contracts.
- Get COI’s and signatures – submit DOCS back to customer.
- Create job folders on N Drive and upload relevant documents.
- Collect/pull job data (hours, material and equipment invoices, job cost details)
- Keep tracking spreadsheets updated for the jobs and the remittances.
- Post remittances into Vista.
- Enter new scaffold jobs on tracking/date list.
- Review tracking list weekly to invoice.
- Provide change orders for extended rental lengths.
- Update tracking/date list.
- Enter new roofing jobs on tracking spreadsheet.
- Maintain tracking list.
- Follow-up with two divisions of CSC to confirm processing.
- Maintain licenses and forms on N Drive
- Register new software systems for customer bidding, contracts, and invoicing.
- Learn/train software with PM or salesperson.
- Create and run Penta reports with monthly data for PM’s.
- Pull job data from Penta for PMs to review with customers as needed.
- Ability to adapt in a dynamic business environment where requirements and priorities may change.
- Dunn & Bradstreet
Required Qualifications:
- Basic general accounting experience
- High degree of attention to detail
- Excellent communication skills
- Critical thinking and problem-solving kills
- Strong analytical skills
- Ability to work collaboratively with cross-functional teams and departments.
- Strong time management and organizational skills
Technical Skills:
- 10-Key
- Basic math comprehension
- Strong Excel Skills
- Microsoft Office Suite
- Adobe Acrobat Suite