Accounting Manager Job Description | JD0010

ACCOUNTING MANAGER JOB DESCRIPTION SUMMARY

The accounting manager job description is outlined in detail below. As a summary, the Accounting Manager directs and organizes all general accounting activities and the accounting staff. The accounting manager also prepares accounting and financial reports. They ensure completeness, accuracy, and timeliness of accounting records. Ensuring accounting systems are in control and taking necessary steps to minimize risk to the organization is also a function of the accounting manager.

ACCOUNTING MANAGER RESPONSIBILITIES

  • The accounting manager maintains the general ledger and all related accounts with proper documentation and records of all company transactions. They must also review entries to the general and subsidiary ledgers to assure accuracy and compliance with the company’s and established accounting principles. The accounting manager also controls all changes to chart of accounts.  They are responsible for monthly and year-end closing of the general ledger including preparation of journal entries.
  • Accounting managers are responsible for maintaining computerized accounting system, backup control, assisting other accounting staff with questions and printing of computer generated reports and statements.
  • They accounting manager administers preparation of interim, year-end, and comparative financial reports. They performs and provide analysis of current results to prior periods and/or budget.  Prepares required government reports as directed by the controller. Finally, they respond to inquiries as necessary.
  • Stays current with developments, therefore they tend to practice trends, and promulgation in the accounting profession. Monitors accounting systems and recommends new or revised policies and procedures.
  • Assists the Controller in training and management of accounting staff.
  • Prepares monthly bank reconciliation for all accounts. Verifies accuracy of bank statements and resolve questions or problems. Maintains integrity of cash balances and cash flow systems.
  • Responsible for review and preparation of payroll records and processing of payroll checks and reports by outside payroll service.
  • Maintains fixed asset records and control Determines depreciation terms/rates to apply to capitalized items. Prepares property tax returns for review by Controller.
  • Assists the Controller in coordinating the year-end financial audit and preparing schedules and documents for independent (third-party) auditors.
  • Maintain other accounts and performs other accounting duties, as required or requested by the Controller.

ORGANIZATIONAL RELATIONSHIPS

The Accounting Manager reports directly to the Controller. Assists in the supervision of Accounts Payable and Accounts Receivable clerks. The Account Manager Job Description document details all of the organizational relationships of the Accounting Manager.

PROCEDURES

The Accounting Manager Job Description is mentioned in the following procedures:

Procedure ID and Name

Policies & Procedures Manual

AS1080 Design & Development AS9100
AS1110 Supplier Evaluation AS9100
AS1120 Procurement AS9100
COM101 Payroll Human Resources
COM102 Paid & Unpaid Leave Human Resources
COM103 Insurance Benefits Human Resources
COM105 Employee Retirement Income Security Human Resources
COM106 Consolidated Budget Reconciliation Human Resources
FS1090 Purchasing ISO 22000
FS1110 Receiving and Inspection ISO 22000
FS1190 Product Recall ISO 22000
G&A103 Travel and Entertainment Accounting
G&A105 Period-End Review & Closing Accounting Manuals Template
INV101 Inventory Control Accounting
INV102 Inventory Counts Accounting
INV103 Fixed Asset Control Accounting
PM1010 Product Development Sales & Marketing
PM1030 Product Recalls Sales & Marketing
PUR102 Purchasing General Accounting
PUR103 Purchasing Project Accounting
PUR104 Receiving and Inspection Accounting
PUR106 Accounts Payable and Cash Disbursement Accounting
QP1100 Design and Development ISO 9001 QMS
QP1120 Vendor Evaluation ISO 9001 QMS
REV105 Shipment of Goods Accounting
REV107 Sales Tax Collection Accounting
REV110 Customer Returns Accounting

ACCOUNTING MANAGER JOB QUALIFICATIONS

Another part of the Accounting Manager Job Description is the job qualifications that the Accounting Manager must or should possess. A college degree is required, and a major in Accounting is preferred. Good communication skills and the ability to work well with people are essential, as are good leadership skills. Familiarity with commonly-used accounting and spreadsheet applications (e.g., Quicken, Excel) is required.

ACCOUNTING MANAGER PHYSICAL DEMANDS

Ability to communicate orally with board of directors, management, and other co-workers, both individually and in front of a group is crucial. Regular use of the telephone and e-mail for communication is essential.

Sitting for extended periods is common. Hearing, vision, and speaking within normal ranges is essential for normal conversations, to receive ordinary information. The accounting manager is also responsible for preparing or inspecting documents.

No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required. Good manual dexterity for the use of common office equipment such as computer terminals, calculator, copiers, and FAX machines. Also included is the ability to open and close common business filing cabinets.

A good reasoning ability is required to solve a wide range of business problems. Must be able to apply statistical calculations, analysis of variance (ANOVA), correlation techniques, and sampling theory, as well as know algebra, linear equations, and other analytics. As an accounting manager you must be able to understand and utilize common financial reports and legal documents.

The Accounting Manager Job Description details all of the physical demands that are typically put on the Accounting Manager.

WORK ENVIRONMENT

The job is performed indoors in a traditional office setting. Account managers must endure extended periods of sitting and extensive work at a computer and/or calculator.

Accounts Payable Clerk Job Description

ACCOUNTS PAYABLE CLERK JOB DESCRIPTION SUMMARY OF FUNCTIONS

The accounts payable clerk job description details all of the job functions of the accounts payable clerk. In summary, the accounts payable clerk performs accounts payable accounting function including receiving and matching invoices, account coding, preparation of disbursements, and accounts payable-related record keeping.

ACCOUNTS PAYABLE CLERK ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Receives and processes vendor invoices and internal check requests; maintains open files for purchase orders, packing/receiving slips and matches to invoices. Verifies invoices for quantity, unit pricing, extensions, and applicable discounts.  Obtains approval from appropriate personnel for payment for miscellaneous invoices.
  • Codes invoices with accounting account numbers according to distribution in the general ledger; determines dates for invoices to be paid; keys invoices into computerized accounts payable system. Maintains alphabetical open invoice file for unpaid invoices.
  • On a weekly basis, reviews invoices scheduled for payment and special check requests with Controller, prints approved checks, prepare and routes for signature according to check signing authority.
  • Attaches duplicate copy of checks to original invoices, stamps invoices “Paid” and files in permanent records.
  • Prints, verifies, and maintains accounts payable voucher reports, open/aging reports, disbursement reports, and journals.
  • Receives and answers phone calls from vendors or other departments in regard to payment status of invoices.
  • Performs other accounting duties as requested by the Controller.

ORGANIZATIONAL RELATIONSHIPS

Reports directly to the Controller. Provides assistance to and receives direction from the General Accounting Manager.

PROCEDURES

The Accounts Payable Clerk Job Description is mentioned in the following procedures:

ACCOUNTS PAYABLE CLERK QUALIFICATIONS

A high school diploma is required with courses in accounting preferred. Good communication skills and the ability to work well with people are essential. Familiarity with accounting and spreadsheet applications is required.

ACCOUNTS PAYABLE CLERK PHYSICAL DEMANDS

Ability to communicate orally with vendors, management, and other co-workers, both individually and in front of a group is important. Regular use of the telephone and e-mail for communication is essential.

Sitting for extended periods is common. Hearing, vision, and speaking within normal ranges is essential for normal conversations, to receive ordinary information and to prepare or inspect documents.

No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required. Good manual dexterity for the use of common office equipment such as computer terminals, calculator, copiers, and FAX machines.

Good reasoning ability is important. Able to understand and utilize accounting reports and legal documents to conduct business.

WORK ENVIRONMENT

The job is performed indoors in a traditional office setting. Activities include extended periods of sitting and extensive work at a computer monitor and/or calculator.

Accounts Receivable Clerk Job Description

ACCOUNTS RECEIVABLE CLERK SUMMARY OF FUNCTIONS

Performs accounts receivable functions including billing, processing of invoices, collection of invoices, and record keeping.

ACCOUNTS RECEIVABLE CLERK ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Receives completed sales orders from shipping; verifies accuracy and completeness of all required information including current pricing, extensions, discounts applied, and shipping and handling charges.
  • Codes sales orders with account numbers by sales/product classifications for cost of goods sold, keypunches sales orders into computerized accounts receivable system.  Prints billing invoices daily and mails to customer.
  • Prints monthly statements and sends to customers. Prints, verifies, and maintains accounts receivable invoice records, sales and cost of sales reports, open and aging reports, and journals.
  • Receives checks and prepare deposit slips.  Prepares and keys remittance advices for posting checks received. Updates and reviews aged receivables for unpaid balances.
  • Verifies monthly totals of sales distribution, sales history, returns, and allowances and cash receipts journal. Coordinates closing with General Accounting Manager.
  • Communicates with customers regarding their billing and assists the Credit Manager with collections.
  • Performs other accounting duties as requested by the Controller.

ORGANIZATIONAL RELATIONSHIPS

Reports directly to the Controller. Provides assistance to and receives direction from the General Accounting Manager. Coordinates activities with the Credit Manager.

PROCEDURES

The Accounts Receivable Clerk Job Description is mentioned in the following procedures:

ACCOUNTS RECEIVABLE CLERK QUALIFICATIONS

A high school diploma is required; coursework in accounting preferred, as is experience with accounts payable. Good communication skills and the ability to work well with people is essential. Familiarity with accounting and spreadsheet applications (e.g., QuickBooks, MS-Excel) is required.

ACCOUNTS RECEIVABLE CLERK PHYSICAL DEMANDS

Ability to communicate orally with customers, management, and coworkers, both individually and in front of a group is important. Regular use of the telephone and e-mail for communication is essential.

Sitting for extended periods is common. Hearing, vision, and speaking within normal ranges is essential for normal conversations, to receive ordinary information and to prepare or inspect documents.

No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required. Good manual dexterity for the use of common office equipment such as computer terminals, calculator, copiers, and FAX machines.

Good reasoning ability is important. Able to understand and utilize accounting reports and legal documents to conduct business.

WORK ENVIRONMENT

The job is performed indoors in a traditional office setting. Activities include extended periods of sitting and extensive work at a computer monitor and/or calculator.

Administrative Assistant Job Description

ADMINISTRATIVE ASSISTANT SUMMARY OF FUNCTIONS

Responsible for performing a variety of administrative, office, and clerical functions.

ADMINISTRATIVE ASSISTANT ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Provides administrative assistance to the President and other company officers as required or as requested including word processing, transcription, information research, filing, taking and directing telephone messages. Drafts memos, financial and other reports as appropriate.  Makes arrangements and assists with executive management meetings, conferences and board of directors meetings.
  • Schedules and performs word processing and spreadsheet activities; formats, revises and prints out final copies of complex documents for other employees.
  • Maintains and manages computer network and ensures appropriate back-up and storage of computer files. Trains employees and assists with questions or problems related to computer hardware/software. Coordinates with outside computer programmers, consultants and contractors.
  • Responsible for operating and maintaining office equipment; arranges for repairs when necessary. Makes recommendations for new or additional office equipment as appropriate. Supervises receptionist and performs duties in receptionist’s absence.
  • Responsible for developing, implementing and updating office policies and procedures including scheduling appointments, processing mail, answering phones, and ordering supplies.
  • Coordinates all travel arrangements for the company; researches and makes flight, hotel, and rental car reservations in accordance with company policies and to obtain the most economical and efficient travel. Creates travel itinerary and schedules in accordance with authorized travel requests.
  • Performs other administrative or office duties or projects as required or as assigned.

ORGANIZATIONAL RELATIONSHIPS

Reports directly to Vice President of Finance and Administration. Assists and coordinates activities with the President and other managers in the company. Supervises Receptionist.

ADMINISTRATIVE ASSISTANT QUALIFICATIONS

A high school diploma is required. Good communication skills and the ability to work well with people is essential.

ADMINISTRATIVE ASSISTANT PHYSICAL DEMANDS

Ability to communicate orally with customers, vendors, management, and coworkers. Regular use of the telephone and e-mail for communication is essential.

Sitting for extended periods is common. Hearing, vision, and speaking within normal ranges is essential for normal conversations, to receive ordinary information, and to prepare or inspect documents.

No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required. Good manual dexterity for the use of common office equipment such as computer terminals, calculator, copiers, and FAX machines.

Good reasoning ability is important. Able to understand and utilize management reports, memos and other documents to conduct business.

WORK ENVIRONMENT

The job is performed indoors in a traditional office setting. Activities include extended periods of sitting occasional fast paced events and extensive work at a computer monitor and/or calculator.

Board Member Job Description

BOARD MEMBER SUMMARY OF FUNCTIONS

Each Member of the Board of Directors[1] acts in a position of trust for the community and is responsible for the effective governance of the organization.

BOARD MEMBER ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Participate primarily in the organization’s financial management process.
  • Review and cast votes on stock offerings.
  • Review and approve/disapprove of the organization’s vision and mission statements and set forth the organization’s direction.
  • Review and vote on the organization’s Strategic and Business Plans, as well as subordinate Plans (e.g., Marketing Plan, Technology Plan); ensure that the various Plans are in sync; ensure that the organization’s Top Management effectively carries out these Plans.
  • Approves the stakeholder analysis, as well as other inputs to the MP1070-1 – MARKETING PLAN, and ensures the Plan’s effectiveness.
  • Attend Board meetings and makes decisions regarding the Company’s operations, as required.
  • Authorize the raising of capital through bank loans.
  • Oversee investigations into reporting errors; help prepare and submit all financial restatements as required by law and company policy; help prepare press releases about restatements.
  • Reviews and accesses foreign exchange risks and policy options, and then sets the Company foreign exchange management policy.
  • Reviews and approves all submitted financial reports, FA1000-1 FINANCIAL OBJECTIVES, the Capital Plan and any changes to the Plan, the Company’s formal goals and objectives, the Finance department’s continuity plan, and the RC1000-1 – BUSINESS PLAN.
  • Reviews and approves the risk assessment/risk analysis prior to development of a Risk Management Plan (see procedure AC1030 – RISK MANAGEMENT).
  • Reviews approved related party transactions and sets auditing or monitoring practices according to the requirements of each individual case.
  • Reviews financial analysis and approves corrections or improvements to financial policies, objectives, or activities.
  • Review and approve/disapprove of the organization’s financial forecasts and forecasted financial statements.

ORGANIZATIONAL RELATIONSHIPS

Reports to the other members of the Board and to shareholders. Works in conjunction with other Board members and the organization’s executive staff (President, Chief Finance Officer, etc.).

PROCEDURES

The Board Member Job Description is mentioned in the following procedures:

Procedure ID and Name Policies & Procedures Manual
AC1020 Risk Assessment Finance
FA1000 Financial Objectives Finance
FA1020 Continuity Planning Finance
FA1060 Board of Directors’ Meetings Finance
FS1000 Financial Forecasting Finance
FS1010 Financial Reporting Finance
FS1020 Financial Statement Analysis Finance
FS1030 Financial Management Review Finance
FS1040 Financial Restatements Finance
ITAD101 Information Technology Management IT Policies and Procedures Manual
MP1010 Stakeholder Analysis Sales and Marketing
MP1020 Vision and Mission Sales and Marketing
MP1050 Goals and Objectives Sales and Marketing
RC1000 Business Plan Finance
RC1010 Capital Plan Finance
RC1030 Bank Loans Finance
RC1040 Stock Offerings Finance
RC1050 Debt & Investment Finance
TM1030 Related Party Transactions Finance
TM1040 Foreign Exchange Management Finance

BOARD MEMBER QUALIFICATIONS

Prefer a candidate who currently holds (or recently held) an executive position with a firm having $2 million or more in revenue in the most recent fiscal year. Requires 10+ years of experience overseeing a company or companies in a related industry. Knowledge of, experience in field of finance is important.

The candidate must have a strong sense of and commitment to ethical behavior; the appearance of unethical or illegal behavior in the past is unacceptable.

Must be committed to the work of the organization. Require knowledge and skills in one or more areas of Board governance (e.g., policy, finance, programs, personnel). Must be willing to serve on at least one committee and actively participate. Require attendance at monthly Board meetings; a time commitment of about 5 hours per month (including Board preparation, meeting, and committee meeting time) is expected. Must also attend the organization’s Annual General Meeting.

BOARD MEMBER PHYSICAL DEMANDS

Ability to communicate orally with top management, advisors, and other board members is crucial. Regular use of the telephone and e-mail for communication is essential. Sitting for extended periods is common. Hearing and vision within normal ranges is essential for normal conversations, to receive ordinary information, and to prepare or inspect documents.

Activities require the ability to remain in a stationary position 50% of the time, occasionally move about inside the office to access files or office equipment, operate a computer and other office productivity machinery, such as a calculator, hand held devices, copy machine, and computer printer, and operate and monitor various medical equipment.

No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required. Good manual dexterity for the use of common office equipment such as computer terminals, calculator, copiers, and FAX machines.

WORK ENVIRONMENT

The job is performed indoors in a traditional office setting. Activities include extended periods of sitting and extensive work at an office/conference desk, using a phone or computer.

 

 

[1] Where the organization is not large or complex enough to warrant a Board of Directors, the CEO/ President should consider having an informal group of advisors or business consultants.

Broadcast Technician Job Description

BROADCAST TECHNICIAN SUMMARY OF FUNCTIONS

To operate and maintain the electronic equipment used to record and transmit the audio and/or visual images for radio or television signals to the public.

BROADCAST TECHNICIAN ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Installs, adjusts, and repairs the electronic equipment associated with the transmission of audio and video signals to the public.
  • Determines, regulates, and logs the strength of the signals beamed from the station to the public.
  • Regulates the quality and strength of the sounds being recorded through the use of microphones, amplifiers and a variety of audio equipment.
  • Ensures the quality, brightness, color, and contrast of the visual images being recorded or broadcast.

ORGANIZATIONAL RELATIONSHIPS

Reports to the Engineering Manager.

BROADCAST TECHNICIAN QUALIFICATIONS

A high school diploma plus technical school training are required. FCC certification is also required of all broadcast technicians.

BROADCAST TECHNICIAN PHYSICAL DEMANDS

Ability to communicate orally with management and other co-workers is important. Regular use of audio, video, telephone, and e-mail for communication is essential.  Sitting for extended periods is common. Exceptional hearing and vision within normal ranges is essential for conversations, to ensure broadcast sound and color properties are within acceptable ranges to receive ordinary information and to prepare or inspect documents.

No very heavy lifting is expected. Exertion of up to 50 lbs. of force occasionally may be required. Good manual dexterity for the use of common office and broadcast equipment such as computer terminals, audio and video machines, mixers, panels, and other boards.

Good reasoning ability is important. Able to understand and utilize engineering reports and equipment operating manuals to conduct business.

WORK ENVIRONMENT

The job is performed indoors in a studio office setting. Activities include extended periods of sitting and extensive work at a computer monitor and/or audio and video machines.

Carpenter Job Description

CARPENTER SUMMARY OF FUNCTIONS

The Carpenter performs both rough and finish carpentry, involving cutting, shaping, planing, and fastening together pieces of wood and other construction materials, such as wallboard, plywood, and insulation.

CARPENTER ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Reviews blueprints and project plans detailing the dimensions of the project and materials used.
  • Estimates quantities and costs of materials to be ordered for a project.
  • Has knowledge of local building codes; complies with regulations in planning and building of structures.
  • Constructs and installs temporary structures and supports, including scaffolds for workers to stand on, chutes used as channels for wet concrete, forms for concrete foundations, and timber structures to support machinery.
  • Constructs the frame, installs rafters, joists, sub-flooring, wall sheathing, and prefabricated wall panels.
  • Installs hardwood flooring, staircases, shelves, cabinets, windows, window and door trim, and other woodwork and hardware.
  • Plans how the work will be done using measuring and marking equipment.
  • Cuts and shapes building materials using hand and power tools.
  • Fastens work together using nails, screws, glue, and staples.
  • Verifies work using levels, plumb bobs, rulers, and squares.
  • Able to clearly explain steps, provide directions, and answer questions about the construction processes to employees and subcontractors.

ORGANIZATIONAL RELATIONSHIPS

Reports to the Carpentry Supervisor. Provides assistance to and receives support from other Carpenters.

CARPENTER QUALIFICATIONS

A high school diploma or GED is required; a diploma from an accredited trade school is preferred. Carpenters who have been through their apprenticeship will be given preference. This position requires manual dexterity, good eye-hand coordination, and good balance.

CARPENTER PHYSICAL DEMANDS

Ability to communicate orally with project managers and other tradespeople is important. Regular use of a variety of both manual and powered carpentry tools is essential. Standing for extended periods is common. Hearing and vision within normal ranges is important for conversations, to receive ordinary information and to prepare or inspect building plans, blueprints and drawings.

Heavy lifting is expected. Exertion of up to 60 lbs. of force occasionally may be required. Good manual dexterity for the use of common construction equipment, carpentry tools, and scaffolding is required.

Good math and reasoning ability is essential. Able to apply statistical calculations, geometry, trigonometry, algebra, linear equations, and other analytics as required. Able to understand and utilize architectural or engineering drawings and equipment operating manuals to conduct business.

WORK ENVIRONMENT

The job may be performed both indoors and outdoors in a variety of settings including possible hazardous conditions on and around scaffolding or a construction site. Exposure to loud noises, dust, dirt, and smoke may occur. Protective safety clothing is required including appropriate construction grade boots, gloves, hardhat, goggles, pants, and shirt. Activities include extended periods of standing and extensive work with carpentry tools, measuring devices, and motorized or air-powered tools.

Carpentry Supervisor Job Description

CARPENTRY SUPERVISOR SUMMARY OF FUNCTIONS

Responsible for overseeing and providing for all carpentry and related functions necessary to ensure the safety, security, and functionality of all facilities.

CARPENTRY SUPERVISOR ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Oversees and participates in repairs and improvements to facilities as needed.
  • Supervises carpenters to ensure safety and quality in the performance of assigned tasks.
  • Install fixtures and apparatuses; repair and replace hardware.
  • Estimate and purchase tools, materials, equipment and supplies as necessary to perform assigned duties and tasks.
  • Coordinates and prioritizes shop and field work.
  • Maintains paperwork as necessary for the operation of the carpentry department (may include time sheets, purchase orders, work orders, etc.).
  • Constructs custom cabinetry and furniture as needed; repairs or modifies furniture as needed.
  • Conform to an established work schedule.

ORGANIZATIONAL RELATIONSHIPS

Reports directly to the Project Manager.

CARPENTRY SUPERVISOR QUALIFICATIONS

A high school diploma or GED is required; an associate’s degree or higher in management is preferred.  5+ years of experience required; 1+ years in a supervisory capacity preferred. Leadership and communication skills are essential.

Bilingual candidates (English-Spanish) will be given preference.

CARPENTRY SUPERVISOR PHYSICAL DEMANDS

Ability to communicate orally with project management, coworkers, subordinates, and other tradespeople is important. Regular use of a variety of carpentry tools is essential.  Standing or kneeling for extended periods is common. Hearing and vision within normal ranges is important for conversations, to receive ordinary information and to prepare or inspect building plans, blueprints and drawings.

Heavy lifting is expected. Exertion of up to 60 lbs. of force occasionally is required. Good manual dexterity for the use of common construction material, carpentry tools, and scaffolding is required.

WORK ENVIRONMENT

The job may be performed both indoors and outdoors in a variety of settings including possible hazardous conditions on and around scaffolding or a construction site. Exposure to loud noises, dust, dirt, and smoke may occur. Protective safety clothing is required including appropriate construction grade boots, gloves, hardhat, goggles, pants, and shirt are required. Activities include extended periods of standing or kneeling and extensive work with masonry tools, measuring devices, and machinery.

Cement Mason Job Description

CEMENT MASON SUMMARY OF FUNCTIONS

The Cement Mason places and breaks down forms and pours and finishes concrete structures and surfaces in construction projects.

CEMENT MASON ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Reads and understands blueprints.
  • Applies knowledge of building code regulations to projects.
  • Uses applied mathematics to estimate costs and quantities of materials to be ordered for a project.
  • Applies knowledge of concrete mixtures to judge how long they will take to set up, and determines how factors like heat, cold and wind will affect the curing of the cement. Applies knowledge of strengths of different kinds of concrete and is able to produce different surface appearances.
  • Sets up the forms to hold the wet concrete until it hardens. Pours the concrete, spreads and tamps the concrete into place, and levels the surface.
  • Finishes the concrete by performing smoothing, edging, creating grooves and textures, rubbing down high spots, filling low spots and removing defective spots.
  • Able to clearly explain steps, provide directions and answer questions about the construction processes to employees and subcontractors.

ORGANIZATIONAL RELATIONSHIPS

Reports directly to the Masonry Supervisor.

CEMENT MASON QUALIFICATIONS

A high school diploma or GED is required. Must have completed apprenticeship by hire date. This position requires good physical condition and the ability to work well in teams.

CEMENT MASON PHYSICAL DEMANDS

Ability to communicate orally with project management and coworkers is important. Regular use of a variety of masonry tools is essential.  Standing or kneeling for extended periods is common. Hearing and vision within normal ranges is important for conversations, to receive ordinary information and to prepare or inspect building plans, blueprints and drawings.

Heavy lifting is expected. Exertion of up to 60 lbs. of force occasionally may be required. Good manual dexterity for the use of common construction equipment, masonry tools, and scaffolding is required.

Good math and reasoning ability is essential. Able to apply statistical calculations, geometry, trigonometry, algebra, linear equations, and other analytics as required. Able to understand and utilize architectural or engineering drawings and equipment operating manuals to conduct business.

WORK ENVIRONMENT

The job may be performed both indoors and outdoors in a variety of settings including possible hazardous conditions on and around scaffolding or a construction site. Exposure to loud noises, dust, dirt, and smoke may occur. Protective safety clothing is required including appropriate construction grade boots, gloves, hardhat, goggles, pants, and shirt are required.

Activities include extended periods of standing or kneeling and extensive work with masonry tools, measuring devices, and machinery.

CEO Chief Executive Officer Job Description

CEO-CHIEF EXECUTIVE OFFICER SUMMARY OF FUNCTIONS

The Chief Executive Officer, or CEO, creates and communicates the organization’s vision and mission and leads strategy development, implementation, and revision. The CEO also oversees development and implementation of the organization’s strategic plan, helping formulate strategic objectives. To that end, the CEO must maintain an awareness of both the external and internal competitive landscape, opportunities for expansion, customers, markets, new industry developments and standards, and so forth.

The CEO leads a group of top executives, or “top management,” including but not limited to the chief financial officer, chief operations officer, chief technology officer, and chief sales & marketing officer.

CEO-CHIEF EXECUTIVE OFFICER ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Actively participates in the financial management process.
  • Approves and signs all financial statements, financial reports, and tax returns.
  • Approves the Lead Management Plan, the MT1020-2 PUBLIC RELATIONS PLAN, the Advertising Plan, the MP1070-1 MARKETING PLAN, the MT1010-2 INTERNET PLAN.
  • Conducts strategic planning and sets the Strategic Objectives for the Company.
  • Develops the Company’s vision and mission statements, ensures that such statements are communicated to and understood by all employees, reviews the vision and mission statements, and ensures that changes are made to each, as needed.
  • Ensures that the goals and objectives are appropriate for the Company, ensures that goals and objectives are communicated to employees, and monitors the Company’s progress.
  • Ensures the situational analysis is appropriate for developing marketing and sales strategies.
  • Gives the final approval of all salary adjustments, changes in job titles, or job responsibilities.
  • Oversees investigations into reporting errors, preparing and submitting all financial restatements as required by law and by company policy, and prepares press releases about restatements.
  • Reviews and approves the Risk Management Plan, as well as financial forecasts and forecasted financial statements.
  • Reviews the market analysis and uses the information to help shape the MP1070-1 – MARKETING PLAN.
  • Selects a Strategy Team and ensures the Team has the necessary resources to develop/refine strategies.
  • Selects a Strategy Team, ensures the Team has the necessary resources, monitors the Team’s progress, and presents its findings to the Board of Directors.
  • Signs all reported financial statements.

ORGANIZATIONAL RELATIONSHIPS

Reports directly to the organization’s Board of Directors.

PROCEDURES

The CEO Chief Executive Officer Job Description is mentioned in the following procedures:

Procedure ID and Name

Policies & Procedures Manual

AC1000 Sarbanes-Oxley Compliance Finance
AC1030 Risk Management Finance
DEV105 Performance Appraisals Human Resources
FS1000 Financial Forecasting Finance
FS1010 Financial Reporting Finance
FS1030 Financial Management Review Finance
FS1040 Financial Restatements Finance
ITAD101 Information Technology Management IT Policies and Procedures Templates
MP1000 Strategy Team Sales & Marketing
MP1010 Stakeholder Analysis Sales & Marketing
MP1020 Vision and Mission Sales & Marketing
MP1030 Marketing Research and Analysis Sales & Marketing
MP1040 Situational Analysis Sales & Marketing
MP1050 Goals and Objectives Sales & Marketing
MP1060 Marketing Strategy Sales & Marketing
MP1070 Marketing Plan Sales & Marketing
MT1000 Advertising Sales & Marketing
MT1010 Internet Marketing Sales & Marketing
MT1020 Public Relations Sales & Marketing
MT1050 Lead Managements Sales & Marketing

CEO-CHIEF EXECUTIVE OFFICER QUALIFICATIONS

A bachelor’s degree in business administration, finance, sales & marketing, engineering, or other suitable field is required.10+ years of experience in an officer’s role (e.g., CFO, CMO) with a medium- to large-size company is also required. Must have demonstrated the ability to handle increasing levels of responsibility and to lead effectively.

Exceptional communication skills and the ability to work well with people are essential.

CEO-CHIEF EXECUTIVE OFFICER PHYSICAL DEMANDS

Ability to communicate orally with customers, vendors, management, and other co-workers is crucial. Regular use of the telephone and e-mail for communication is essential.  Sitting for extended periods is common. Hearing and vision within normal ranges is essential for normal conversations, to receive ordinary information, and to prepare or inspect documents.

Activities require the ability to remain in a stationary position 50% of the time, occasionally move about inside the office to access files or office equipment, operate a computer and other office productivity machinery, such as a calculator, hand held devices, copy machine, and computer printer, and operate and monitor various medical equipment.  Must be able to constantly position self to maintain equipment, including under tables and desks.

No heavy lifting is expected, though occasional exertion of up to 10 lbs. of force may be required. Good manual dexterity required for the use of computers, mobile devices, and other productivity technologies.

WORK ENVIRONMENT

The job is performed indoors in a traditional office setting. Extended periods of sitting and extensive work at a computer and phone are normal.

CFO Chief Financial Officer Job Description

CFO-CHIEF FINANCIAL OFFICER SUMMARY OF FUNCTIONS

The CFO, or Chief Financial Officer, is ultimately responsible for the accuracy, completeness, and timeliness of the organization’s financial reporting. The CFO helps establish and direct the organization’s financial goals and objectives, its budget, and the Financial Plan. The CFO has primary responsibility for ensuring that internal controls are in place, enforced, and reviewed periodically for conformance to accounting and financial standards and applicable regulations.

CFO-CHIEF FINANCIAL OFFICER ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Advises Top Management in the stock offering process, and executes the stock offering process.
  • Analyzes financial statements, and prepares reports and recommendations to Top Management and the Board of Directors concerning financial performance.
  • Annually creates a capital plan that aligns with overall business plans and strategies, and reviews the capital plan with Top Management and the Board of Directors.
  • Annually reviews and updates related party transaction policies and procedures with Top Management and the Board of Directors; and reviews, approves, and discloses related party transactions, and annually distributes the Related Party Transaction Conflict of Interest Questionnaire.
  • Approves all wire transfers over $10,000.
  • Arranges and chairs financial management meetings, and prepares financial reports and presentations for scheduled financial management meetings.
  • Assesses risks and exposure due to business conducted in foreign currency, prepares a report and recommendations for dealing with foreign currencies, and follows and executes the established foreign exchange management policy.
  • Completes and gains the approval of FA1000-1 FINANCIAL OBJECTIVES, and oversees the financial health and financial performance of the Company, as well as a fiduciary responsibility to shareholders.
  • Creates and reviews all period-end activities to ensure the period-end financial statements accurately reflect the results of the Company’s activities, and is familiar with the specific software procedures for keeping the prior year open until all final closing adjustments have been made and approved.
  • Directs the Finance Department in developing borrowing and financial plans to meet the needs of the Company’s operations.
  • Ensures development and implementation of a continuity plan for Finance and ensures that the continuity plan is in force; this includes ensuring that the plan is tested and verified periodically. In addition, the CFO reports to the CEO and the Board of Directors (or Advisory Board) on continuity plan test results and recommends improvements to the plan.  (If the Company is large enough, the CFO may assign responsibilities to a continuity manager.)
  • Ensures that corrective actions are taken in a timely manner and that the company is in compliance with the Sarbanes-Oxley Act of 2002, and approves and signs all financial statements, financial reports, and tax returns.
  • Ensures that processes needed for the financial management system are established, implemented, and maintained, and reports to the CEO and Board of Directors (or Advisory Board) on the performance of the financial management system and reports any need for its improvement.
  • Examines and certifies the annual summary of work-related injuries and illness report.
  • Executes the valuation process, recording valuation plans, results, improvement plans, and provides all needed information for the valuation process.
  • Is the main point of contact between the Company and the External Auditor and coordinates Company audit activities and responses.
  • Manages banking relationships, the check signing authority process, and alerts all individuals and banks of any changes to authority.
  • Oversees cash management processes to ensure proper cash availability and best practices in cash management, and completes the TM1010-1 CASH MANAGEMENT PLAN
  • Oversees investigations into reporting errors, prepares and submits all financial restatements as required by law and by company policy, and prepares press releases about restatements.
  • Oversees that regular shareholder meetings are conducted according the articles of incorporation, surplus funds investing and debt pay down, and the training and development plan to ensure that it supports the Company’s objectives.
  • Oversees the asset acquisition process and reviews the ROI Worksheet with the Capital Budget Committee.
  • Oversees the Company’s financial investment in inventories and assists in developing and reviewing the TM1020-1 INVENTORY MANAGEMENT PLAN.
  • Oversees the selection of merchant accounts and conducts periodic reviews of merchant accounts.
  • Oversees working capital and completes the TM1000-1 WORKING CAPITAL PLAN.
  • Prepares and submits all financial statements as required by law and by company policy.
  • Prepares forecasted financial statements, and prepares reports and recommendations to Top Management and the Board of Directors concerning forecasted financial statements.
  • Reviews Accounts Payable material and adds his/her signature.
  • Reviews and approves requests for financial statements and any other proprietary, confidential, and/or sensitive financial information, the Risk Management Plan, and all reconciliations.
  • Reviews lease/buy considerations for capital equipment.
  • Safeguards all company information and determines the appropriate level of detail for release.
  • Sets and oversees the process of providing and/or receiving a Letter of Credit, and is responsible for all related bank communication and transactions.
  • Signs all reported financial statements.
  • Verifies that providers of financial services comply with SSAE 16.
  • Writes off any accounts Receivable Account deemed not collectible.

ORGANIZATIONAL RELATIONSHIPS

Reports directly to the Chief Executive Officer and the organization’s Board of Directors.

PROCEDURES

The CFO-Chief Financial Officer Job Description is mentioned in the following procedures:

Procedure ID and Name

Policies & Procedures Manual

AC1000 Sarbanes-Oxley Compliance Finance
AC1010 SSAE 16 Compliance Finance
AC1030 Risk Management Finance
AC1040 External Auditing Finance
AC1050 Internal Auditing Finance
CMP101 Workplace Safety HR
CSH104 Wire Transfers Accounting Manuals Template
CSH105 Check Signing Authority Accounting
CSH107 Bank Account Reconciliations Accounting
DEV101 Development Management HR
FA1000 Financial Objectives Finance
FA1010 Management Responsibility Finance
FA1020 Continuity Planning Finance
FA1050 Annual Stockholders’ Meetings Finance
FS1000 Financial Forecasting Finance
FS1010 Financial Reporting Finance
FS1020 Financial Statement Analysis Finance
FS1030 Financial Management Review Finance
FS1040 Financial Restatements Finance
FS1050 Financial Information Release Finance
G&A105 Period-End Review & Closing Accounting
G&A109 Release of Confidential Information Accounting
PUR106 Accounts Payable and Cash Disbursement Accounting
RC1010 Capital Plan Finance
RC1020 Valuation Finance
RC1030 Bank Loans Finance
RC1040 Stock Offerings Finance
RC1050 Debt & Investment Finance
RC1060 Asset Acquisition Finance
RC1070 Leasing Finance
REV102 Point-Of-Sale Orders Accounting
TM1000 Working Capital Finance
TM1010 Cash Management Finance
TM1020 Inventory Management Finance
TM1030 Related Party Transactions Finance
TM1040 Foreign Exchange Management Finance
TM1050 Managing Bank Relationships Finance
TM1060 Merchant Accounts Finance
TM1070 Letters of Credit Finance

CFO-CHIEF FINANCIAL OFFICER QUALIFICATIONS

Must have 10+ years of experience as a financial executive and leader with industry experience. Must be a visionary and creative person with sound judgment and technical skills, analytical ability, and ability to focus and prioritize multiple – and sometimes competing – projects. High moral and ethical standards are required.

Must be well organized and efficient, decisive, intelligent, and able to articulate well; must possess outstanding communication skills and the ability to work well with people. Should be an outstanding educator, counselor, and mentor and a skilled negotiator.

A bachelor’s degree in accounting, finance, business administration, economics, or other suitable field of study is required; a master’s degree in finance, accounting, or business administration is preferred. Must be a Certified Public Accountant (Chartered Accountant).

CFO-CHIEF FINANCIAL OFFICER PHYSICAL DEMANDS

Ability to communicate orally with customers, vendors, management, and other co-workers is crucial. Regular use of the telephone and e-mail for communication is essential.  Sitting for extended periods is common. Hearing and vision within normal ranges is essential for normal conversations, to receive ordinary information and to prepare or inspect documents.

Activities require the ability to remain in a stationary position 50% of the time, occasionally move about inside the office to access files or office equipment, operate a computer and other office productivity machinery, such as a calculator, hand held devices, copy machine, and computer printer, and operate and monitor various medical equipment.  Must be able to constantly position self to maintain equipment, including under tables and desks.

No heavy lifting is expected.  Exertion of up to 10 lbs. of force occasionally may be required. Good manual dexterity for the use of common office equipment such as computer terminals, calculator, copiers, and FAX machines.

WORK ENVIRONMENT

The job is performed indoors in a traditional office setting. Activities include extended periods of sitting and extensive work at a computer and phone.

Civil Engineer Job Description

CIVIL ENGINEER SUMMARY OF FUNCTIONS

Uses knowledge of material science, engineering theory, economics, and demographics to devise, construct, and keep up physical structures.

CIVIL ENGINEER ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Devise an overall design for the proposed project, including estimating cost, supervising feasibility studies, and site investigations.
  • Verifies accuracy of drawings and checks the plan for quantities of materials to order and correct as necessary.
  • Schedules work to be done on the site, maintain surveys of the progress of the work, and supervise labor during construction to ensure work is completed correctly and efficiently.
  • Submits material requirements needed for construction to Purchasing Department and follows up on delivery and verifies the accuracy of shipments received.
  • Chooses machines and equipment to be used for the construction.
  • Performs periodic inspections of the structure after it is complete and institutes a maintenance schedule for the upkeep of the structure.

ORGANIZATIONAL RELATIONSHIPS

Reports to the Engineering Manager or Project Manager.

CIVIL ENGINEER QUALIFICATIONS

A bachelor’s degree in civil engineering is required; a master’s degree is preferred, as is a professional engineer’s (P.E.) license.

CIVIL ENGINEER PHYSICAL DEMANDS

Ability to communicate orally with project management, coworkers, vendors, and contractors is important. Regular use of a variety of measuring tools, the telephone and e-mail for communication is essential. Standing or sitting for extended periods is common. Hearing and vision within normal ranges is important for conversations, to receive ordinary information and to prepare or inspect building plans, blueprints, and drawings.

Heavy lifting is not expected. Exertion of up to 50 lbs. of force occasionally is required. Good manual dexterity for the use of common office equipment such as computer terminals, calculator, copiers, and FAX machines or measuring tools is required.

Good math and reasoning ability is essential. Able to apply statistical calculations, analysis of variance, correlation techniques, and sampling theory as well as geometry, trigonometry, algebra, linear equations, and other analytics as required. Able to understand and utilize architectural or engineering drawings, utilize financial reports and legal documents to conduct business.

WORK ENVIRONMENT

The job may be performed both indoors in an office setting and outdoors in a variety of settings including possible hazardous conditions on and around scaffolding or a construction site. Exposure to loud noises, dust, dirt, and smoke may occur. Protective safety clothing may occasionally be required including appropriate construction grade boots, gloves, hardhat, goggles, pants and shirt as needed. Activities include extended periods of standing, sitting or kneeling and extensive work with measuring devices and other machinery.

Computer Programmer Job Description

COMPUTER PROGRAMMER SUMMARY OF FUNCTIONS

Designs, programs, and tests software. Maintains existing programs and provides support when a program fails or when errors are detected in the output. Provides detailed output reports as required as a one-time request or as needed on a periodic basis.

COMPUTER PROGRAMMER ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Receives the system requirements from the Systems Analyst. This may consist of flowcharts and identification of files to be used in the system and identification of reports to be created.
  • Designs all necessary detailed flow charts and input-output forms/reports.
  • Collects necessary data and translates the problem definition into a computer program, applying knowledge of advanced programming languages.
  • Compiles program(s) and check for coding errors.
  • Analyze the results of programs and performs changes or corrections as needed.
  • Conduct friendly and unfriendly testing. Keep detailed records of revisions and modifications of programs.
  • Gathers data and helps business managers plan the collection, storage, and management of data to provide useful information for managing the business.

ORGANIZATIONAL RELATIONSHIPS

Reports to the Senior Programmer and works in conjunction with programmers, analysts, and machine operators.

COMPUTER PROGRAMMER QUALIFICATIONS

A bachelor’s degree in computer science or engineering is required; 2+ years of work experience in Java, C# preferred. Good communications skills and the ability to work well with people is essential.

COMPUTER PROGRAMMER PHYSICAL DEMANDS

Ability to communicate orally with IT management, other programmers, system designers, and even end users is crucial. Regular use of the telephone, email, and other means of communication (e.g., IM) is essential. Sitting for extended periods is common. Hearing and vision within normal ranges is helpful for normal conversations, to receive ordinary information and to prepare or inspect documents.

No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required. Good manual dexterity for the use of common office equipment such as computer terminals, calculator, copiers, and FAX machines.

WORK ENVIRONMENT

The job is performed indoors in a traditional office setting. Activities include extended periods of sitting and extensive work at a computer monitor. This job includes the potential of working irregular hours and the possibility of mandatory on-call availability to troubleshoot production problems.

Controller Job Description

CONTROLLER SUMMARY OF FUNCTIONS

Directs the accounting and control functions, reporting the results of operations, and provides chronological systems.

CONTROLLER ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Develops and implements accounting policies, coordination of systems and procedures, and the preparation of operating data and special reports as required, including interim and year-end financial statements. Maintains company’s system of accounts; keeps books and records on all company transactions and assets.
  • Establishes, coordinate, and administers as an integral part of management, an adequate plan for the control of operations including, profit planning, programs for capital investing and financing, sales forecasts, expense budgets, and cost standards, together with necessary controls and procedures to effectuate the plan.
  • In conjunction with the President and Vice President of Finance, coordinates, reviews, and endorses budget proposals and discusses proposed changes and significant changes.
  • Compares performance with operating plans and standards, and reports and interprets the results of operations to all levels of management.
  • Provides for the control and editing of all company orders, to insure conformity to established policies and procedures, and to facilitate data control and retrieval of records generated by these orders.
  • Establishes and administers tax policies and procedures.
  • Supervises or coordinates the preparation of reports to government agencies.
  • Coordinates all matters of business between the company and its stock transfer agents and registrars.
  • Provides other managers and departments with information required by them to carry out their assigned responsibilities.
  • Assures protection for the assets of the business through internal control, internal auditing, and assuring proper insurance coverage.
  • Assists Marketing in establishing and maintaining product pricing policies.
  • Liaison between the company and legal counsel. Recommends appointment of independent auditors, overseeing their audit work.
  • Provides advice on all matters to the Vice President of Finance and the President.

ORGANIZATIONAL RELATIONSHIPS

Reports to the Vice President of Finance. Supervises accounting staff and the Purchasing (Procurement) Manager.

PROCEDURES

The Controller Job Description is mentioned in the following procedures:

Procedure ID and Name

Policies & Procedures Manual

AC1000 Sarbanes-Oxley Compliance Finance
AC1060 Corrective Action Finance
ADM101 Personnel Records Human Resources
ADM103 Document Control Human Resources
ADM106 Property & Access Control Human Resources
ADM107 Separation Human  Resources
ADM109 Human Resources Reports Human Resources
CMP105 Health Insurance Portability Accountability Human Resources
CMP108 Equal Employment Opportunity Human  Resources
COM101 Payroll Human Resources
COM102 Paid & Unpaid Leave Human Resources
COM103 Insurance Benefits Human Resources
COM105 Employee Retirement Income Security Human Resources
COM106 Consolidated Budget Reconciliation Human Resources
CSH104 Wire Transfers Accounting Manuals Template
CSH106 Check Requests Accounting
CSH107 Bank Account Reconciliations Accounting
FS1010 Financial Reporting Finance
FS1020 Financial Statement Analysis Finance
FS1040 Financial Restatements Finance
G&A101 Chart of Accounts Accounting
G&A102 Files and Records Management Accounting
G&A106 Controlling Legal Costs Accounting
G&A107 Taxes And Insurance Accounting
G&A109 Release of Confidential Information Accounting
G&A110 Document Control Accounting
HRG101 Employee Hiring Human Resources
INV101 Inventory Control Accounting
INV102 Inventory Counts Accounting

CONTROLLER QUALIFICATIONS

A college degree is required with a major in accounting and a CPA designation preferred. Good communication skills and the ability to work well with people is essential. Good leadership skills are beneficial. Familiarity with common accounting and spreadsheet software applications is required.

CONTROLLER PHYSICAL DEMANDS

Occasional travel by airplane and automobile in conducting business is necessary. Ability to communicate orally with board of directors, management, and other co-workers, both individually and in front of a group is crucial. Regular use of the telephone and e-mail for communication is essential.

Sitting for extended periods is common. Hearing and vision within normal ranges is essential for normal conversations, to receive ordinary information and to prepare or inspect documents.

No heavy lifting is expected; exertion of up to 10 lbs. of force occasionally required. Good manual dexterity required for the use of common office equipment, such as computers, calculators, copiers, scanners, and fax machines.

Good reasoning ability is required to solve a wide range of business problems. Able to apply statistical calculations, analysis of variance, correlation techniques, and sampling theory as well as algebra, linear equations, and other analytics as required. Able to understand and utilize financial reports and legal documents to conduct business.

WORK ENVIRONMENT

The job is performed indoors in a traditional office setting. Activities include extended periods of sitting and extensive work at a computer monitor and/or calculator.

Credit Manager Job Description

CREDIT MANAGER SUMMARY OF FUNCTIONS

Responsible for processing customer credit inquiries, approving credit/financing terms, and collecting delinquent accounts.

The Credit Manager oversees the firm’s credit business. They set credit-rating criteria, determine credit ceilings, and monitor the collections of past due accounts.

CREDIT MANAGER ESSENTIAL DUTIES AND RESPONSIBILITIES

  • In conjunction with sales and finance executives and the company’s legal counsel, determines and updates credit policies and procedures. Recommends sales agreements, lease or rental-purchase plans, installment agreements and/or financing arrangements.
  • Establishes standards for credit granting, development of criteria for credit limits, special terms, etc.
  • Reviews all credit or financing requests, processes information, performs credit investigations and approves/disapproves credit with any related terms, conditions or limits. Authorizes sales orders accordingly.
  • Reviews status of aged and delinquent accounts with Accounting on a weekly basis. Supervises preparation and transmitting of letters and notices on delinquent accounts. When appropriate, determines and recommends new repayment terms.
  • Prepares paperwork for civil court (small claims court) on local delinquent accounts and represents the company at any hearings. Reviews and recommends accounts for outside collection agencies or legal action and follows through as required. Negotiates settlements on bankrupt accounts or when appropriate. Records any judgments with county clerk and reports to the credit bureau.
  • Reviews and recommends accounts to be charged-off, prepares applicable reports and notifies credit bureau.
  • Maintains current knowledge of the Fair Debt Collection Act and all state and federal laws and regulations applying to credit granting or collection activities.

ORGANIZATIONAL RELATIONSHIPS

Reports directly to the Vice President of Finance and Administration. Coordinates activities with Accounting and Sales.

PROCEDURES

The Credit Manager Job Description is mentioned in the following procedures:

CREDIT MANAGER QUALIFICATIONS

A college degree is required; a major in accounting or business administration is preferred. Good communication skills and the ability to work well with people is essential. Good leadership skills are beneficial. Familiarity with computers and accounting and spreadsheet applications is required.

CREDIT MANAGER PHYSICAL DEMANDS

Ability to communicate orally with customers, management, and other co-workers, both individually and in front of a group is crucial. Regular use of the telephone and e-mail for communication is essential.

Sitting for extended periods is common. Hearing, vision, and speaking within normal ranges is essential for normal conversations, to receive ordinary information and to prepare or inspect documents.

No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required. Good manual dexterity for the use of common office equipment such as computer terminals, calculator, copiers, and FAX machines.

Good negotiating ability is required. Able to understand and utilize financial reports and legal documents to conduct business.

WORK ENVIRONMENT

The job is performed indoors in a traditional office setting. Activities include extended periods of sitting and extensive work at a computer monitor and/or calculator.

Customer Service Manager Job Description

CUSTOMER SERVICE MANAGER SUMMARY OF FUNCTIONS

The Customer Service Manager oversees all customer service contacts and disposition of problems and concerns. In addition, they coordinate and oversee factory repairs and field service personnel.

Customer service representatives interact with customers on behalf of the organization. They provide information about the organization’s products and services and respond to customer complaints. Some also take orders and process returns.

CUSTOMER SERVICE MANAGER ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Receives customer contacts by telephone, fax, and letters and in person. Responds to all customer inquiries and complaints; provides technical assistance to customers; documents complaints on Complaint form and distributes to required staff; determines and implements appropriate disposition.
  • Responsible for guiding and supervising complaint resolution and verifying customer satisfaction.
  • Researches warranty information; determines and authorizes warranty coverage or customer charges for repairs as appropriate; inspects warranty parts replaced, maintains proper repair standards.
  • Provides technical assistance and training to all sales representatives and factory/field service personnel as needed.
  • Performs and oversees initial sale and customer service satisfaction surveys.
  • Reports quality or any other pertinent customer concerns to the Director of Quality and other management to diagnose and resolve, as appropriate.
  • Performs or assigns any other duties necessary related to customer service or to achieve customer satisfaction.
  • Listen and respond to customers’ needs and concerns.
  • Provide information about products and services.
  • Take orders, determine charges, and oversee billing or payments.
  • Review or make changes to customer accounts.
  • Handle returns or complaints.
  • Record details of customer contacts and actions taken.
  • Research answers or solutions, as needed.
  • Refer customers to supervisors, managers, or others who can help.

ORGANIZATIONAL RELATIONSHIPS

Reports to Vice President of Production and Operations. Coordinates activities with the Directors of Quality, Sales, and Production; supervises factory service representatives and field service personnel.

PROCEDURES

The Customer Service Manager Job Description is mentioned in the following procedures:

Procedure ID and Name

Policies & Procedures Manual

QP1190 Customer Satisfaction ISO 9001 QMS
SL1050 Customer Service Sales & Marketing

CUSTOMER SERVICE MANAGER QUALIFICATIONS      

A college degree is required; a major in business administration is preferred. Good communication skills and the ability to work well with people are essential. Leadership skills are beneficial.

CUSTOMER SERVICE MANAGER PHYSICAL DEMANDS

Ability to communicate orally with customers, management, and other co-workers is crucial. Regular use of the telephone and e-mail for communication is essential. Sitting for extended periods is common. Hearing and vision within normal ranges is essential for normal conversations, to receive ordinary information and to prepare or inspect documents.

No heavy lifting is expected. Exertion of up to 10 lbs. of force occasionally may be required. Good manual dexterity for the use of common office equipment such as computer terminals, calculator, copiers, and FAX machines.

WORK ENVIRONMENT

The job is performed indoors in a traditional office setting. Activities include extended periods of sitting and extensive work at a computer.