Overview

Cypress Employment has a client in need of an Accounting / Sales Assistant.
 
Must have 1-2 years experience in accounting with accounts receivable experience.
Someone with experience with boat sales or car sales would be a great fit.
 
Job Duties to include:
DAILY

·         Perform system transfer from WB to QB.

·         Confirm payments, create bank deposits, and reconcile discrepancies

·         Complete all processed invoices and confirm WB transfers

·         Reconcile dashboard of all previous day deposits, ACH and check runs

·         Monitor credit limit and usage of all credit cards

·         Monitor and process all positive pay with PNC

·         Perform Accounts Payable on a weekly basis

·         Perform Accounts Receivable on a daily basis

·         Receive all incoming calls.

·         Take credit card payments over the phone

·         Manage office needs and order supplies as necessary

 

BOAT SALES

·         Enter all new inventory into WB and YC with accuracy 

·         Apply invoice into QB and issue to floorplan.

·         Maintain WB, YC, QB and dashboard will all sales. 

·         Assist finance companies with all necessary documents for closing. 

·         Communicate with buyers during financing/closing. 

·         Process closing of sale with customers with payments, MSO’s and any needs that Financial Institute has requested.

 

MOTOR SALES

·         One-on-One with customer to complete credit application and submit with Yamaha.  

·         Assist Yamaha with all necessary documents for closing. 

·         Maintain Winboats, quick books and dashboard on all sales.

·         Communicate with buyers during financing and closing.

·         Process closing of sale with customers with payments, MSO’s and any needs that Financial Institute has requested.

 

MONTHLY

·         Reconcile ALL credit card statements and schedule payments.

·         Reconcile monthly bank statement(s)

·         Reconcile vendor statements and schedule payments

·         Update the Monthly sales report for commission purposes

·         Prepare monthly sales tax (local/Alabama/Florida) and submit for payment

·         Update Monthly sales report on the dashboard

·         Update Monthly inventory report and provide to insurance company

·         Reconcile Floorplan with Wells Fargo, Northpoint and Yamaha

·         Once the month is reconciled and closed, provide all necessary backup to the accountant.