Business Manager
Financial Administration · Handle accounts receivable and accounts payable, commission tracking and providing monthly spreadsheet of commissions to partners, invoicing, basic general ledger entries in accounting software.
- Monitor agency budgets and cashflow
- Work with accountant on financial statements and tax returns
- Check three bank accounts daily for Positive Pay confirmations
- Reconcile expense reports from sales team (for two companies)
- Provide vehicle and property changes to insurance company, do a yearly
- Handle equipment leases
- Order equipment (laptop, etc) as needed for new hire and employees
- Assist employees with insurance changes through EN portal
- Request and track company email addresses, changes
- Work with Managing Partner regarding employee issues, discipline,
- Report FSA contributions monthly to administrative company
- Report COBRA requests to administrative company as needed
- Supervise administrative staff - schedule time off, vacations, etc
- Assist with customer requests, issues
- Manage office supplies
- Oversee CRM software and work with data entry specialist on updates
- Oversee and work with administrative staff on Quotes program
- Administrative support for outside sales team
- Pick up mail from post office and distribute
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