Way Forward Consulting

W2 job to a staffing company Education and Years of Experience: 1) Bachelor's degree in Finance/Accounting 2) 2-4 years of applicable experience Top Three Skills: Accounting/Finance knowledge, advanced excel skill, detail oriented Position Summary: The position will be responsible for the management of marketing and sales expenditure for the Company, training sales and marketing on company policy guidelines, reviewing sales and marketing programs, performing the contract content review, and resolving financial and accounting issues. The incumbent will also responsible for detailed expenditure tracking, payment review, budget/actual analysis, and other various in-depth analyses reporting. In addition, the incumbent will review and determine reasonableness of marketing and sales expenditure forecast and also responsible for month end closing and audit for marketing expenses. Essential Duties And Responsibilities include the following: Other duties may be assigned. In this position, either directly or through others, the incumbent will: • Reviewing marketing and sales deduction investment activities • Responsible for accurate monthly accrual for investment activities during the month end closing • Responsible for month end closing activities and closing report including account reconciliation, sales deduction and marketing expense report, forecast variance • Responsible for managerial and internal use reporting on marketing and sales deduction transactions • Review reasonableness of marketing and sales deduction expense forecast and assist forecast process • Lead business owners and work closely with sales account and marketing teams to collect requirements, analyze information, and develop solutions consistent with business strategies • Timely support on quarterly and yearly internal/external audit • Process and validate customer and vendor payments related to sales and marketing programs. • Provide process training to Marketing and Sales groups • Manage marketing and sales deduction expense process improvement projects and initiatives through evaluation of current business processes and identification of improvement plan Background/Experience to qualify for this position, the following minimal background and skill levels are required: • Bachelor's degree in Finance, Business, Accounting, Information Systems, or related field and 2-4 years of progressive, post-baccalaureate experience in the job offered. • Experience in accounting and monthly closing • Experience in business process review and analysis, including financial and operational analysis and audits • Proficient with Excel. SAP or other ERP system experience is plus.

W2 job to a staffing company Job Title: Accounts Receivable Specialist 3 Work Location: 3 MacArthur Place, Santa Ana, CA, USA Work Schedule: Hybrid (Friday remote)- Mon-Fri onsite, Fri remote Education and Years of Experience: • A Bachelor's degree on accounting, business administration, or related filed preferred but not required • 5-7 year(s) accounts receivable, credit, and/or collections experience in a high volume B2B environment preferred Top Skills: Accounting (AR), Attention to detail, Communication Role Responsibilities: • Oversee customer AR and make collection effort include but not limited to: contacting customers through phone call or e-mail, provide backup information such as individual invoice copies as well as warranty information • Manage the A/R Confirmations process and assist with various Internal/External Audits • Follow and manage delinquent accounts: contacting, communicating and managing collection agencies. Providing necessary information to facilitate collection effort • Provide additional reporting and various support initiatives for different stakeholders such as credit department, RSM, accounting management, etc. • Manage and assist payment and other adjustment for AR posting and clearing suspense accounts • Perform detailed analysis and obtain back-ups based on policy for the issuance of any credit memo or debit memo • Perform any ad hoc projects as assigned by management, independently leading cross functional teams by proactively engaging other departments and personnel as required • Assist AR Manager to ensure proper training, development, and delegation of tasks within the team Skills And Qualifications Qualifications: • A Bachelor's degree on accounting, business administration, or related filed preferred but not required • 5-7 year(s) accounts receivable, credit, and/or collections experience in a high volume B2B environment preferred • Must have experience with medium to high level of MS Office Suite • Proficiency in Excel is a firm requirement • SAP experience required Necessary Skill / Attributes: • Strong accounting understanding • Excellent customer service skills • Ability to calculate, post and manage accounting figures and financial records • Ability to interact with all levels within the organization and have frequent external contacts • High degree of accuracy, attention to detail and confidentiality • Effective verbal, listening and written communication skills • Ability to work independently or as a team member • Integrity