Finance & Operations Assistant - Volm Companies : Job Details

Job Title: Finance & Operations Assistant Reports to: Treasury Manager Hours: Monday-Friday from 8:00am-4:30pm Job Summary The Finance & Operations Assistant is responsible for creating, maintaining, and verifying correct information in the Enterprise Resource Planning (ERP) system. This includes, but is not limited to, purchase order (PO) processing, PO confirmations, PO updating, PO delivery status, technician work order time/notes/workorder report posting. The Finance & Operations Assistant is also tasked with calculating travel and service fees for each work order and verifying when they are ready to be invoiced. This position will also coordinate mobile inventory needs for the Equipment Department. Supervisory Responsibilities N/A Essential Duties

• Collect data from various sources, both verbally and electronically.
• Scrub data from various sources, both verbally and electronically.
• Organize data in spreadsheets, Microsoft Lists, and SharePoint.
• Enter data into Microsoft Lists, ERP system, and SharePoint.
• Present data in various forms to the Management team.
• Collaborate with others to optimize Data Management.
• Work with vendors to set up Customer Equipment Dashboards.
• Work with and train customers to access their Equipment Dashboard.
• Develop and implement various SharePoint and ERP Applications.

Required Skills and Abilities

• Ability to successfully organize and manage multiple projects and deadlines.
• Excellent communication skills, both verbal and written.
• Ability to handle stress in a fast-paced work environment.
• Ability to effectively work with ERP system, spreadsheets, word processing documents, and other applicable computer systems and software.
• Excellent interpersonal, listening, and critical reasoning skills.
• Customer service orientation.
• Excellent problem-solving abilities and analytical thinking.
• Proven ability to work independently or collaboratively in a team environment.
• Meticulous attention to detail in completing tasks and maintaining high-quality standards.
• Adaptability and flexibility to embrace change and learn new skills.

Education and Experience

• Knowledge of finance and accounting principles normally acquired by the completion of associate's degree or equivalent work experience in Finance, Accounting, Business Administration, or similar discipline preferred.
• Demonstrated proficiency using Microsoft Excel, Word, Power Point, and Outlook.
• Previous experience using ERP systems preferred.
• Previous customer service experience preferred.

Physical Requirements

• Ability to sit, stand, walk, and move around for extended periods of time.
• Capability to lift and carry objects of various weights.
• Proficiency in using hands, fingers, and arms for tasks such as typing and writing.
• Sufficient visual acuity to read documents and operate office equipment.
• Ability to hear and understand verbal communication.
• Flexibility to bend, stoop, and reach low or high objects.
• Ability to lift, push, pull, or carry objects up to 15 lbs., such as office supplies.
• Adaptability to work in varying environmental conditions, such as temperature extremes, noise, dust, or fumes, depending on the nature of the job.
• Willingness to adhere to safety protocols and wear protective gear, including helmets, goggles, gloves, and safety shoes, as required by the job.

Company Culture & Values

• A Commitment to Our Purpose (COMMITTED PEOPLE) - Our mission is to serve and build up our customers, suppliers, communities, and each other, guided by the principles of our Lord Jesus Christ. The commitment to serving and building up is easily seen in those employees that exemplify this value.
• Without Our Customers We Are Nothing (CUSTOMER FIRST) - We realize that we are blessed to serve our customers and without them, our company does not exist. They rely on us for their success and that is a responsibility we cannot take lightly. Our focus must be on serving them with as seamless communication and access to products as possible.
• Kind, Humble and Positive (HUMBLE) - These positive traits do not mean being a doormat to others. But when a person is kind, humble and positive it comes through in their genuine caring for those around them.
• A Desire For Expert (EXPERTS) - Our people want to be seen as the experts in their specific roles. From how we convert a bag efficiently and with highest quality, to knowledge of the product portfolio, to desiring to know more about tax or human resource policy - the desire for expert drives us in each of our roles.
• Intentional Growth - Developing of Self and Others (PERSONAL GROWTH)- Times, tools, and customer expectations change. Our team members are interested in developing themselves and those around them. We know that a stronger team is one that makes our customers and our fellow employees happier.
• Strong Work Ethic (HARD WORKERS) - The commitment to serve those around us is honorable and we respond to this by putting our strongest effort into that purpose.
• High Expectations of Self and Others (HIGH EXPECTATIONS) - We expect ourselves, and those around us, to put in our best effort. When others struggle, we help them align towards perfection. When we struggle, we are open and humble to hear it and course-correct accordingly.
• If It Isn't Safe, We Don't Do It (SAFETY) - All people deserve to return home to their loved ones safely and work in an environment where they can best execute their tasks safely. When choosing between safety and profit, safety and efficiency, safety and feelings, safety, and x - we choose safety.

Travel Requirements This position requires occasional overnight travel and occasional travel during the workday. Driver Qualification The ability to drive a company owned/leased vehicle or personal vehicle on behalf of the company is preferred. Inclusion in the company's driver qualification program is required to drive a company owned/leased vehicle or personal vehicle. Becoming a qualified driver includes:

• Agree to the company driving policies that apply to company owned/leased vehicle or personal vehicle as applicable.
• Possess and maintain a valid driver license and be a minimum of 21 years of age.
• Maintain an acceptable driving record, as evidenced by completion of a baseline motor vehicle record check and ongoing monitoring.
• When driving a personal vehicle on behalf of the company, must provide a copy of the declaration page from personal auto insurance that shows the policy dates and minimum coverage amounts ($300,000 bodily injury per accident/$100,000 property damage per accident or if driving less than 5 hours/200 miles a year $50,000 bodily injury per accident/$10,000 property damage per accident or the state minimum, whichever is more). This requirement is initially and then annually thereafter.

This job description is intended as a general outline of the primary responsibilities of the position. It is not intended to be an exhaustive or comprehensive list of all duties, responsibilities, or activities that may be required. The employer reserves the right to modify, add, or remove any responsibilities, duties, or activities as deemed necessary with or without notice. Volm Companies is an equal opportunity employer and is committed to providing reasonable accommodation to qualified individuals with disabilities and other protected characteristics. If you require reasonable accommodation to perform the essential functions of the job, please inform us and we will work with you to address your needs.