- Accounts Payable – Post expenses, match AP bills to payments, match receipts uploaded from the client in Dext, reconcile AP reports each month to ensure accuracy.
- Excel - Knowledgeable in the fundamentals of Excel including skills such as spreadsheet creation, formulae, filtering, pivot table, and Vlookup.
- Accounts Receivable – Post payments received
- Vendors – Maintain vendors, prepare for 1099s
- Employees – Post payroll journal entries as needed
- Quickbooks Bank Feed - post transactions to the correct category
- GL – Post journal entries, maintain chart of accounts
- Reconciliation – Weekly & monthly bank reconciliations
- Reporting – Review and prepare monthly financial statements, Annual reporting
Predictive Index Behavioral Profile - Collaborator
https://www.predictiveindex.com/reference-profile/collaborator/
Strongest Behaviors
Behavioral Summary
Glenn is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.