Job Description
Company Introduction Our client is a boutique advisory firm.
Job Responsibilities and Duties
Maintain and organise the IT folder, ensuring all documentation is current and easily accessible;
Keep files systematically arranged for quick reference;
Serve as the primary contact for the accountant and relevant government agencies as required;
Manage invoicing processes efficiently;
Coordinate VAT-related documentation and data requests related to Malta;
Prepare monthly VAT returns for management review prior to submission to the accountant;
Generate and send client invoices promptly using the Zoho invoicing system;
Prepare timesheets for accurate client billing;
Review consultants’ timesheets for payment processing and handle any necessary re-invoicing;
Follow up on outstanding invoices by sending timely reminders;
Monitor and record incoming payments in Excel to maintain accurate financial records;
Address client inquiries related to invoices in a professional and timely manner;
Initiate and process payments for approved invoices via online banking;
Manage direct payments based on specified thresholds;
Oversee travel expense reporting and ensure proper documentation;
Draft client proposals using established templates;
Prepare cash flow projections to support financial planning;
Monitor and ensure that all Directors & Officers (D&O) and Professional Indemnity (PI) policies for clients remain up to date;
Assist management by maintaining a comprehensive Excel checklist of key compliance tasks;
Produce and update ad hoc reports for management using Excel, ensuring all data remains accurate and current.
Experience
Possess an accounting background;
Experience with accounting software is highly desirable;
Strong proficiency in Microsoft Office applications, with advanced skills in Excel;
Demonstrated experience in handling invoicing processes;
Well-versed in preparing and managing financial reports.
Personal Skills
Highly trustworthy with a strong sense of responsibility and integrity;
Excellent communication skills in English, both written and verbal;
Strong analytical mindset and problem-solving ability;
Detail-oriented and precise in all financial tasks;
Proactive and motivated to improve workflows through technology;
Able to work independently while maintaining confidentiality.
BroadWing
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