Finance Assistant

Triangle Pond Management • Raleigh, NC

9d • Onsite

About The Position

Triangle Pond Management in Raleigh, NC is looking for a detail-oriented, dependable full-time Finance Assistant to join our growing team. In this role, you'll play an important part in supporting our finance department, managing key administrative processes, and helping deliver exceptional service to our clients. If you're looking for a position where your skills will be valued and your contributions will make a difference every day, keep reading!

Requirements

• 3 + years of experience with Microsoft Office Suite
• 3 + years of experience with Quickbooks/Quickbooks Online
• Proficient in Excel and Spreadsheet Files
• Strong communication skills with clients and team
• Strong typing skills
• Highly organized and strong attention to detail
• Ability to multitask
• Able to work within timelines and timeframes
• Must be able to pass a background check and a drug test.

Responsibilities

• Review and distribute renewal contracts
• Ensure documents are completed and routed appropriately
• Coordinate the administrative side of annual inspections from lead generation through final reporting
• Maintain inspection tracking records and client files
• Assist with accounts receivable and credit card reconciliations
• Track insurance reimbursement reports
• Support the Finance Manager with filing and documentation
• Prepare and send weekly service reports
• Forward work orders for billing
• Create invoices for completed service calls
• Enter expense data accurately
• Serve as a critical link between field operations, management, clients, and financial processes, helping ensure everything stays organized, efficient, and on schedule.

Benefits

• Medical
• dental
• vision
• PTO
• 401(k) with up to 3% match
• Bonus potential
• 8 paid holidays
• Company‑provided uniform
• Referral program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed