Job Discription

Timesheets: Responsible for creating timesheets from Formstack shift reports / emailed versions of reported hours for Division 12 Reviewing and approving timesheets sent in from Division 10 Navision Management: Responsible for creating new customer cards and job cards when new clients / jobs get deployed Creating new job numbers and populating onto Cost Centre Upload file for payroll; and communicating Job Numbers back to Ops Populating new job numbers into NAVISION that are created from TRACKOPS for new Investigation files Invoicing: Creating expense sheets for all hotels, fuels, etc. backing out taxes to produce billable amounts Using job journals, populating billable expenses and time based on contracts i. Data comes from either timesheets; emails; TrackOps; or sign offs SIS Management i. Producing backup schedules, lab reports and in/out time stamp reports based on Formstack daily shift reports Accounts Receivable i. Sending invoices via email or invoicing platforms; verifying purchase orders and following up with payment management ii. Running AR reports and handling all collections; via emails and phone call processes iii. Processing Credit Card payments via Moneris iv. Bi-weekly AR meetings to discuss collection challenges and cash flow Reporting i. Weekly revenue report to the Ops team with divisional revenue amounts vs. budget ii. Update actual weekly revenue amounts on Sharepoint file (used by Matt for PowerBI) iii. Weekly Revenue data in the Microsoft Planner weekly revenue reporting task Vendor Invoice Approval Approving and coding vendor invoices from subcontractors used, mainly for Division 12 – submitting to AP Monthly Tasks Sales Accruals; accruing billable wage hours on a monthly basis Certify submission; completing and submitting credit card expenses via Certify Month end margin analysis; completing commentary on monthly margin review Completing Investigations monthly invoicing (clients who are on monthly billing subscriptions)