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Financial Analyst (Dallas)
Envision, Inc.
Envision, Inc.
 
Click Here to Apply for this position
Job Location: DLH - BOLD - Richardson, TX

POSITION SUMMARY

To assist in the overall operations of Bold Sales Solutions Call Center by performing a wide range of bookkeeping, accounting, analysis and financial support in order to facilitate the efficient operation of the organization all while working directly under Envision Dallas Accounting and in assistance to the Bold VP of Operations.

KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS INCLUDE

  • Manage daily sales payment processing
  • Oversee account collections, cancellations and disputes
  • Reconcile daily payment processing with multiple sources, including merchant account reports, product/service order submissions, sales tracking reports, master data-base entry and accounting software
  • Maintain records of financial transactions by establishing accounts, posting transactions and ensuring legal compliance
  • Maintain accurate balance of all accounts by reconciling entries
  • Manage daily financial communications between sales, operations and accounting
  • Create financial reports for payroll calculations, commissions and verification; including, agent profitability analysis
  • Create financial reports for client commission payments and distribution
  • Submit requests to corporate accounting for payment authorization and receivables
  • Manage client invoicing and accounts receivable balances
  • Maintain and continually develop financial records, tracking and data bases for operational efficiency and interface with accounting software programs
  • Prepare financial reports by collecting, analyzing and summarizing account information and trends
  • Submit weekly accounting reports to internal management teams with analysis of financial trends and recommendations for profitability
  • Submit monthly reconciliation reports to corporate accounting
  • Complete all delegated assignments subject to variation and change by supervising management



Qualifications

JOB REQUIREMENTS INCLUDE

Education:

  • Bachelor Degree in Accounting or Finance

    Experience:
  • 4-6 Years accounting experience
  • Experience managing confidential information

    Knowledge/Skills:
  • Strong organizational skills and computer knowledge
  • Excellent communication skills: written and verbal
  • Excellent computer and data entry skills, excel, and accounting software
  • Advanced accounting and accounting analysis
  • Navigation of digital tools: email, calendars, shared working documents
  • Professional organizational skills and ability to work with executive staff
  • Ability to multitask in a busy environment
  • Self-starter, efficient, well organized, solution-oriented team player
  • Ability to work full time hours
  • Dependable transportation and punctual attendance

    Licenses/Certifications:
  • MPA/MBA and/or professional certifications (CFA, CPA, CMA, etc.) preferred


    SUPERVISORY RESPONSIBILITIES

    Total Number of Employees Directly Supervising: 0

    Number of Subordinate Supervisors Reporting to Position: 0

    VISION REQUIREMENTS INCLUDE (check one)
    Can be performed with or without assistive technology:

    ___ Required to perform activities such as: preparing/analyzing data/figures; viewing a computer screen; reading; inspecting small objects for defects; using measuring devices; and/or assembling parts with close eye contact.

    ___ Required to perform activities such as: operating machinery and/or power tools at or within arms reach; performing non-repetitive tasks such as carpentry work or repairing machinery.

    ___ Required to review/inspect own assigned work, the work of others, or facilities or structures.

    Requires normal (or corrected to normal) vision/acuity:

    ___ Required to operate motor vehicles and/or heavy equipment such as forklifts.












    COMMENTS

    Envision, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without illegal discrimination because of race, color, sex, age, gender identity, disability, religion, citizenship, national origin, ancestry, military status or veteran status, marital status, sexual orientation, domestic violence victim status, predisposing genetic characteristics and genetic information, and any other status protected by law.
    Envision employs and advances in employment individuals with disabilities and veterans, and treats qualified individuals without discrimination on the basis of their physical or mental disability or veteran status.

    Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.
    This position description is intended to convey generally the duties of this job. It is not an all-inclusive listing of duties, and it is not a contract, expressed or implied.














    PHYSICAL REQUIREMENTS INCLUDE
    In an average workday, employee must (check one frequency for each task):

Task

None

Occasional

Frequent

Constant


Stand


Walk


Sit


Bend/stoop


Climb


Reach above shoulders


Squat/crouch/kneel


Push/pull


Lift


Usual amount

<10 lbs.

11-25 lbs.

26-50 lbs.

51+ lbs.


Carry


Usual amount

<10 lbs.

11-25 lbs.

26-50 lbs.

51+ lbs.


Employee must use hands for repetitive action such as (please check all):

Task

Right

Hand

Left

Hand


Simple grasping

Yes

No

Yes

No


Firm grasping

Yes

No

Yes

No


Fine manipulation

Yes

No

Yes

No


WORKING CONDITIONS INCLUDE

In an average workday, employee is exposed to (check one frequency for each task):

Task

None

Occasional

Frequent

Constant


General shop or store conditions


General office environment


Humid, extreme hot/cold temps (non-weather)


Outdoor weather conditions


Fumes or airborne particles


Fluorescent lights


Moving, mechanical parts


Toxic chemicals


Loud noise intensity levels


Risk of electrical shock


Travel for job















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How to Apply:

Click Here to Apply for this position


Envision, Inc.

Envision, Inc. is an EOE/AA employer


 

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