Business Manager

Financial Administration

Handle accounts receivable and accounts payable, commission tracking and providing monthly spreadsheet of commissions to partners, invoicing, basic general ledger entries in accounting software.

Monitor agency budgets and cashflow

Work with accountant on financial statements and tax returns

Check three bank accounts daily for Positive Pay confirmations

Reconcile expense reports from sales team (for two companies)

Provide vehicle and property changes to insurance company, do a yearly review of requirements and a yearly workers' comp audit (for two companies)

Work with 401(k) company and pension administrator on enrollments, terminations, loans, etc and send monthly contributions from payroll Complete 401(k) audit annually

Handle equipment leases

Order equipment (laptop, etc) as needed for new hire and employees

Provide salary and expense reimbursement information to payroll service for monthly payroll (for two companies)

Provide new hires employee paperwork for the payroll service and enrollment in health, dental, vision, life and disability insurance and 401(k)

Add new employee health and dental applications through Employee Navigator (EN) portal with the insurance agent

Assist employees with insurance changes through EN portal

Request and track company email addresses, changes

Work with Managing Partner regarding employee issues, discipline, warnings, etc

Report FSA contributions monthly to administrative company

Report COBRA requests to administrative company as needed

Supervise administrative staff - schedule time off, vacations, etc

Assist with customer requests, issues

Manage office supplies

Oversee CRM software and work with data entry specialist on updates and issues

Oversee and work with administrative staff on Quotes program

Administrative support for outside sales team

Pick up mail from post office and distribute