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Form of workJunior Project Accountant
Impact XM develops solutions for virtual and Live Events. We are looking for a Junior Project Accountant to join our team. Junior Project Accountant participates in supporting the account teams and Finance with oversight and management of client related financial activities. They take all appropriate and necessary actions to ensure clients regard Impact XM in high esteem and have significant confidence in the support provided.
RESPONSIBILITIES:
Primary Responsibilities:
The primary function of the Junior Project Accountant will be to own and be accountable to all financial administration across the individual events within the account. Ownership of the overall financial health of the account will sit with the Account Team - Account Managers and Account Directors.
This is a supporting role that allows the account team to dictate the financial reporting and administrative requirements but the finance coordinator is there to support and service those requests.
Prepare internal written documentation including; budget summaries, invoice drafts, invoice and check requests, payment processing,
Prepare client facing documentation including; event proposals, reconciliation reports, finance trackers, rental usage reports, hotel and accommodation receipts,
Collaborate with both the account teams and the meetings and event teams effectively to deliver on all required financial documentation requests
Maintain accurate and complete client and project files
Participate in updating team forecasting and budgeting information in the PROJECT SYSTEM (internal project and financial management software)
Participate in actively keeping the CRM database and projected project values up to date
Create and maintain spreadsheets in Excel
Responsible to gather, save and upload financial documentation to client portals for audit and review - this is required for every project
Implementation:
Be fully informed regarding client and project status. Be prepared to independently answer questions related to the financial status and documentation on each assigned project
Proactively review the event program you are assigned to in order to get ahead of all project requirements and adhere to project timelines. Key financial deliverables within a project timeline are:
Booth Space Documentation and Payments, Wire Transfers
Sponsorship Documentation and Payments, Wire Transfers
Housing and Registration Payments, Wire Transfers
PO Processing
‘Transfer of Value' Reporting
Monthly Credit Card Reconciliations
Document Submission for Client Audits
Support day to day management of assigned accounts
Attend and monitor planning meetings to assist account management in the communication of financial deliverables and updates.
Exhibit HIGH proficiency in Microsoft Word, Excel and PowerPoint programs in order to prepare financial summaries, correspondence and presentations
Assist in arranging travel plans for team members across clients and projects and track costs back to client budgets
Prepare project invoices that conform to Impact XM requirements and agreements with clients
REQUIREMENTS & SKILLS:
Associates' degree (A.A. or A.S.) from four-year college or university; and 1-2 years' experience in a similar role and/or training; or equivalent combination of education and experience.
Passionate about working with people and be customer-centric
Embodies flexibility, open-mindedness and receptivity
Actively works out solutions, both independently and in consultation with project members and management
Identifies something valuable in being part of a team and ability to effectively collaborate
Effective communication skills are required: including the ability to prepare written documentation
Exhibits the ability to multi-task, and operate under time constraints and immovable deadlines
Good organization, detail and follow-up skills are required with the ability to manage and reset priorities in a rapidly changing environment
Proficient using Microsoft Office programs
About Impact XM
Impact XM is a global event and experiential marketing agency that empowers brands to power business-and has nearly 50 years in business to prove it. From events, exhibits and environments to digital engagements and consumer activations, we create experiences that connect brands and consumers in a meaningful way. This ensures we live up to our name by making a positive impact on people's lives and our clients' business.
Impact XM Benefits
Impact XM offers a comprehensive benefit package including: Medical, Dental, Vision, Life, AD&D, LTD, RRSP & DPSP for Canadian Employees/401(k) for US Employees, Flexible Time Off and Holiday pay as well as competitive salaries and the opportunity for growth within our exciting industry.
