Office Manager/Bookkeeper

Red Leaf Developments

Office Manager/Bookkeeper

General Description:

The Office Manager/Bookkeeper is in charge of all administrative work and bookkeeping related to the essential functions listed below. The Office Manager/Bookkeeper is also responsible for answering the office phone, greeting people as they enter the office, and receiving and distributing the mail. 

The office manager will manage all aspects of his or her job within Quickbooks, Smartsheets, and Google Drive/Docs. Red Leaf manages its entire company using these softwares.

Essential Functions:

1. AP Process
2. Loading and documenting all invoices to the correct chart of accounts
3. Manage all loan payments
4. Vendor account reconciliation
5. Credit card payments and Reconciliation
6. AR Process
7. Creating Client invoices for both residential and commercial clients
8. Following up on payments
9. Providing clients with lien releases via docusign
10. Weekly Financial Process
11. Create weekly financial reports for CFO
12. Tax Preparation
13. Work with CEO and CPA for tax preparation at the end of each year
14. Insurance Management and Renewals
15. Manage all work comp claims
16. Manage additionally insured documents for clients as needed
17. Update annual reports for insurance
18. Payroll Process
19. Complete bi-weekly company payroll
20. Complete health benefits with payroll period
21. Manage 401k plan with CEO
22. New Project Process
23. Load new project estimates in quickbooks and smartsheets
24. Load new project change orders to quickbooks and smartsheets

Non-Essential Functions:

Misc. Admin work associated with the entire company

Help with facility maintenance

Red Leaf Core Values:

The Office Manager/Bookkeeper will do these tasks while embracing Red Leaf Developments Core Values:

• Be Better Than Yesterday
• Be Excellent
• Be Fun
• Be Accountable

Physical Requirements:

The ability to lift/move up to 50 pounds, the ability to stoop, lift,sit, and stand for long periods of time, (up to 10 hours per day), and the ability to work outdoors as needed.

Conclusion:

• You may be required to work overtime, irregular or varied shifts, including weekends and holidays. Work may be on an intermittent basis and is subject to weather conditions or project deadlines.