Exponential Insights

Compensation

Full Description

We are a small professional services company seeking a highly proactive, self-motivated "Rock Star" to join our team as the core owner of our Accounts Receivable and Administrative functions. This is a critical, high-impact role in a small, growing professional services firm. This individual must be prepared to carry significant responsibility, drive results autonomously, and continuously improve internal processes. If you require a lot of direction or prefer a highly structured, slow-paced environment, this is NOT the opportunity for you. We are looking for an individual with the deep desire and capability to be an indispensable force multiplier. <> Accounts Receivable (AR) & Financial Management (Approx. 75%) • End-to-End Billing Ownership: Take full ownership of the billing cycle, generating, verifying, and distributing complex client invoices accurately and promptly. • Process Repair & Optimization: Proactively identify and repair known AR process inefficiencies with minimal oversight to ensure maximum cash flow efficiency. • Cash Flow Management: Monitor, process, and accurately record all incoming payments (ACH, checks, electronic), ensuring seamless daily deposit and reconciliation procedures. • Proactive Collections Leadership: Lead assertive, professional collection efforts, managing the AR aging report and diligently following up on past-due accounts. • Financial Reporting: Prepare detailed, timely AR aging reports, payment summaries, and supporting documentation for management review. • Issue Resolution: Independently investigate and resolve all invoicing issues, billing discrepancies, and payment disputes. Administrative, Project, & Client Support (Approx. 25%) • Project Coordination: Provide direct support to the Owner/Leadership by tracking project deadlines, managing documentation, and ensuring the timely coordination of internal resources. • Administrative Operations: Find ways to make processes more efficient • Client Liaison: Act as a key administrative point of contact, coordinating client meetings, managing calendars for senior staff, and handling professional correspondence. • Operational Efficiency: Maintain organized digital and physical files, perform accurate data entry, and handle general administrative tasks essential for high operational efficiency. Required Skills & The Ideal Candidate Profile • Financial Expertise & Experience: Minimum of 3+ years in an administrative role with a strong, demonstrable background in Accounts Receivable (AR), specifically involving business-to-business (B2B) invoicing and collections. • Critical Software Proficiency: Experience using QuickBooks, Bill.com, or another similar AR platform is critical. Advanced command of the MS Office Suite (especially Excel) is required. • Self-Driven & Improvement-Focused: Must be a highly proactive and self-motivated "Rock Star" who thrives on taking initiative, anticipating needs, and continuously improving processes without constant oversight. • Organizational & Communication Skills: Impeccable attention to detail and accuracy in financial record-keeping, coupled with exceptional organizational skills and professional verbal and written communication skills for critical client and internal interaction. About Us We are a small, high-growth professional services company where every team member is critical and highly visible. This is an opportunity reserved for an absolute rockstar performer who is ready to take immediate ownership and drive significant impact. We require a proactive, highly energetic partner capable of stepping into the Accounts Receivable function, quickly identifying and addressing known process inefficiencies with minimal oversight, and actively seeking opportunities to reduce the company owner's operational load. This is not a role for those who require routine or heavy direction; it is a chance to be an indispensable force multiplier where you will be rewarded for your success.