Growth Associate

September 20

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Aprio

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Audit & accounting • tax planning & preparation • state & local tax • tax credits • business consulting

1001 - 5000

💰 Debt Financing on 2018-10

Description

• Data entry and maintenance of trackers and databases. • Organizing and scheduling appointments. • Planning and facilitating meetings; taking detailed minutes and documenting. • Writing and distributing email, correspondence memos, letters, and forms. • Creation of comprehensive Powerpoint presentations. • Assisting in the preparation of regularly scheduled reports. • Assisting on financial basic accounting tickets. • Verifying and adding automated data. • Creating, monitoring and following up with client request forms to completion. • Monitoring and maintaining File Invite timeline. • Creating folders for multi-entities using electronic files. • Updating information from sales discovery and requested documentation. • Updating and maintaining CRM tools such as HubSpot, PandaDoc, Karbon, Box, Quickbooks or similar software. • Liaising with executive and senior administrative assistants to handle requests and queries from senior managers. • Tasks assigned by direct line manager.

Requirements

• Bachelor’s Degree or comparable experience in Finance, Accounting or Business. • Proven experience in administrative capacity in a BPO or related environment. • Excellent working knowledge of CRM tools such as Karbon, Asana, AirTable or similar software. • Proficient calendar management tools such as MS Calendar, Google Calendar, Calendly or similar applications. • Excellent MS Office skills with emphasis on Powerpoint and Excel. • Familiar with communication software such as Slack, Zoom and MS Teams. • Excellent analytical background and driven to solve problems. • Must be a self-driven, independent thinker with a strong work ethic and desire to complete projects in a timely and effective manner.