Responsibilities:
- Own QuickBooks Online end-to-end: invoicing, AR/AP, bank reconciliations, journal entries, month-end close
- Conduct monthly financial reviews and prepare leadership-ready summaries
- Responsible for the creation of all financial statements
Contracts:
- Manage client invoicing and ensure invoices align with contract terms
- Draft, manage, and maintain contracts, SOWs, amendments, and renewals
- Own the contract-to-cash lifecycle
Client Relations:
- Serve as client-facing contact for invoicing and contract questions
- Liaison with external CPA for monthly, quarterly, and year-end reporting and tax support
UniTriTeam
UniTriTeam is a fast-growing professional services and consulting firm that helps organizations scale through people, process, and technology. Strong financial operations and contract discipline are critical to their success and client experience.