[KIT-list] Accounting Assistant (Santa Clara, California)

Tuesday, February 22, 2022

If you are interested in this role, please direct your responses to: deepa@folioarchitects.com

You are welcome to share this with a friend or colleague!


FOLIO Architects, has an immediate opening for an Accounts Receivable/Payable assistant to join our architectural design firm in Santa Clara, CA. Candidates should demonstrate a proactive ability to take initial direction and execute. A positive attitude is a must. We are a strong team and only look to add hard-working, motivated, and personable individuals to our great culture.

Your key responsibilities as an AP & AR Assistant will be:
• Assistance to ensure efficient, timely and accurate processing of customer invoices and perform collection activities within identified goals. Ensure efficient, timely and accurate processing of vendor invoices.
• Prepare and distribute monthly invoices for customers
• Provide administrative and HR support as needed
• Draft administrative and HR documents as needed
• Maintain accounts receivable customer files
• Maintain accounts payable vendor files
• Prepare bank deposits
• Coordinate and reconcile credit card transactions and statements
• Scan and enter invoices and client receipts into QuickBooks
• Prepare monthly, quarterly, and annual reports for internal and external reporting
• Assist with other related special projects as requested
Qualifications
• Bachelor's degree or working towards degree in accounting, business or finance
• Fundamental knowledge of accounting and bookkeeping is required
• Proficient in accounting software such as Quick Books Online is a plus
• Be adaptive and a quick learner
• Excellent written and verbal communication skills
• Strong attention to detail and accuracy
• Self-motivated, organized, consistent, and diligent in completing tasks
• Professional, with a strong work ethic and passion to excel

About FOLIO Architects:
Folio architects specializes in the planning and design of innovative, cutting-edge facilities for the life science and hi-tech sector. With a strong sensibility to User and process needs, we create solutions that elevate human experience and performance. We are known for our customized approach, high quality of design, attention to detail and excellence in service.




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[KIT-list] Accounting Assistant (Santa Clara, California)

If you are interested in this role, please direct your responses to: deepa@folioarchitects.com

You are welcome to share this with a friend!


FOLIO Architects, has an immediate opening for an Accounts Receivable/Payable assistant to join our architectural design firm in Santa Clara, CA. Candidates should demonstrate a proactive ability to take initial direction and execute. A positive attitude is a must. We are a strong team and only look to add hard-working, motivated, and personable individuals to our great culture.

Your key responsibilities as an AP & AR Assistant will be:
• Assistance to ensure efficient, timely and accurate processing of customer invoices and perform collection activities within identified goals. Ensure efficient, timely and accurate processing of vendor invoices.
• Prepare and distribute monthly invoices for customers
• Provide administrative and HR support as needed
• Draft administrative and HR documents as needed
• Maintain accounts receivable customer files
• Maintain accounts payable vendor files
• Prepare bank deposits
• Coordinate and reconcile credit card transactions and statements
• Scan and enter invoices and client receipts into QuickBooks
• Prepare monthly, quarterly, and annual reports for internal and external reporting
• Assist with other related special projects as requested
Qualifications
• Bachelor's degree or working towards degree in accounting, business or finance
• Fundamental knowledge of accounting and bookkeeping is required
• Proficient in accounting software such as Quick Books Online is a plus
• Be adaptive and a quick learner
• Excellent written and verbal communication skills
• Strong attention to detail and accuracy
• Self-motivated, organized, consistent, and diligent in completing tasks
• Professional, with a strong work ethic and passion to excel

About FOLIO Architects:
Folio architects specializes in the planning and design of innovative, cutting-edge facilities for the life science and hi-tech sector. With a strong sensibility to User and process needs, we create solutions that elevate human experience and performance. We are known for our customized approach, high quality of design, attention to detail and excellence in service.




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[KIT-list] Professional Services Contract Specialist for Thomson Reuters (Remote)

If you are interested in this role, please apply via the site at:
JREQ154113 Professional Services Contract Specialist (External)

Or search thomsonreuters.com career site for JREQ154113 or for 'Professional Services Contract Specialist.'

You are welcome to share this with a friend or colleague!


Primary Location: Remote-based
Other Locations: Eagan-MN-US Phoenix-AZ-US; San Francisco-CA-US; Los Angeles-CA-US; Washington-DC-US; Orlando-FL-US; Atlanta-GA-US; Chicago-IL-US; Boston-MA-US; New York-NY-US; Dallas-TX-US; Seattle-WA-US; Anywhere

The Commercial Assurance function is responsible to support the marketing, selling, and contracting of Professional Services, on a global basis, within the Legal segment of Thomson Reuters Corporation; the mission is to make positive impact to the overall customer experience and Thomson Reuters revenue.
The Commercial Assurance/Professional Services Contract Specialist is first and foremost a team player who must work across different functional groups seamlessly; internal stakeholders include Professional Services functions such as customer delivery teams, service delivery center of excellence, technical services, education services, operations, customer advocacy, and resourcing & partner strategy as well as Legal segment functions such as legal, sales, marketing, product, pricing, and finance. The Specialist will be a recognized for expertise in the areas of documenting professional services contractual agreements related to ERP software, such as Statements of Work (SOWs) and Change Orders (COs), and negotiating win-win scenarios with customers and TR service delivery executives so as to address customer needs while minimizing risk to TR revenue. The Commercial Assurance function is newly created; thus, the Specialist will contribute to the development of new processes, policies, and strategy, as well as requirements for tools and applications for the function, with an eye toward efficiency and global scale. The Specialist will lead complex initiatives as an individual contributor as well as through teams of matrixed reports and will thrive on solving unique and multifaceted challenges in a short timeframe.

Key Responsibilities:
• Manage Commercial Assurance deliverables:
o Prepare/Review custom SOWs and service models/fee schedules, which are backed by a custom work plan; participate in the sales motion for custom quotes to gather necessary detail and risks; propose risk mitigation solutions working with service delivery executives and legal stakeholders, as needed.
o Maintain service model, SOW and CO templates over time to incorporate feedback; lead discussions across all relevant internal stakeholders.
o Develop new SOW templates and service models in conjunction with new product or service offering launches; participate in launch processes as the designated Commercial Assurance representative.
o Contribute to the design, and guide the development, of sample implementation deliverables (such as work plans and resources plans) to be annexed to contractual documents as requested by customers during the sales process, working across relevant stakeholder functions; iterate over time as needed based on internal and external stakeholder feedback.
o Provide input to enhance and iterate professional services content in contracts, such as Executive Sponsor Program, Quality Assurance Program, and Escalation Path; support Professional Services functions to develop content of same.
o Ensure global consistency; prepare high-quality deliverables – succinct and error free.

• Provide input to the design and implementation of a commercial assurance framework covering the customer experience from marketing through the contract lifecycle, which supports the Professional Services organization in prevention of project service delivery cost/budget overrun.

• Serve as Professional Services point of contact for select Sales teams; facilitate responses to queries and requests, present Professional Services updates and/or facilitate other Professional Services functions participation in sales meetings.

• At all opportunity, listen for sales, delivery, operations and product feedback to propose possible new service offerings or enhancements to existing service offerings.

• Provide input to business requirements for tools and applications used by the function.

• Develop operational and financial analyses to support proposals; work with operations and finance as appropriate.

• Provide input to new Professional Services sales programs which drive software attachment and services expansion; collaborate with Sales on customer needs, package solutions that would meet business needs and deliver value; when called upon, assist strategic services function in development of Professional Services offerings and a catalog of same, and service delivery excellence function to develop implementation approaches.

• Provide input to Professional Services marketing material.

• Work with practice teams, project management and resource management team on work plans, resourcing planning, and timelines, as needed.

• Deliver to KPIs and operational metrics for the function; monitor reporting of measures and provide input as to course correction, as needed.

• Participate in Professional Services organizational meetings.

• Provide continual feedback to leadership on challenges, barriers with ongoing communication, statuses.

Skills and Other Requirements:
The ideal candidate is a hardworking and highly organized professional, who has solid skills and experience with business consulting firms/client relationship management in a mid to large scale organization. The Commercial Assurance Specialist must have strong communication skills, detailed understanding of implementation processes, and feel comfortable working with all levels of the TR organization as well as negotiating contractual language with customers.
Specifically, the Commercial Assurance Specialist will:
• Have 8 to 10 years of related experience preferably with a consulting firm and a professional services organization within a software company, responsible for scoping services and documenting legal contracts; will demonstrate a keen understanding of the customer value proposition and how to clearly and succinctly explain the professional services which will be delivered at varying levels of detail (contractual language as well as marketing and sales material).
• Demonstrate domain expertise with global ERP implementation as well as management consulting.
• Understand the value of, and have experience developing as well as implementing, best practices/consulting (business process redesign, client engagement and project strategies).
• Possess experience in building strong, relevant product and consulting service knowledge to understand value delivery that compliments and leverages software solutions to ultimately improve customer satisfaction and increase revenue.
• Prove excellent communication and presentation skills including the ability to build relationships and effectively communicate and influence cross management and organizational levels both internally and externally.
• Demonstrate problem solving, analysis, and resolution skills as well as strong organizational and technical skills.
• Show good understanding of applicable technical concepts, strategies and architectures.
• Working knowledge of Smartsheet, Salesforce Sales Cloud and Service Cloud; preferable to have working knowledge of Contract Express, HighQ, FinancialForce, Apttus CLM and/or Order Capture, and Power BI.
• Hold a bachelor's degree in business administration management, accounting or information technology or equivalent work experience required. An advanced degree or MBA is preferred.


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