Roadway Moving

• Ability to complete a month-end and year-end closing. • Calculate and issue financial and operating metrics, and variances from the budget and report significant issues to management. • Maintain the chart of accounts, an orderly accounting filing system and a system of controls over accounting transactions. • Preparation and posting of monthly journal entries. • Accounts Payable and bank reconciliations. • Assist with processing vendor invoices for payment. • Responsible for timely and accurate reconciliation of balance sheet accounts and multi-entry accounting. • High volume of bank reconciliations as needed. • Assist our Accounting Manager and a CFO with the preparation and implementation of accounting policies and procedures. • Code expenses to the proper general ledger accounts.

• Investigate claims by reviewing documentation, photos, bills of lading, contracts, and inspection reports. • Communicate directly with clients to collect information, clarify details, and manage expectations. • Prepare detailed liability assessments in line with federal law (Carmack Amendment) and valuation agreements. • Collaborate with dispatch, foremen, and warehouse staff to verify documentation accuracy. • Determine responsible parties for the inconveniences caused. • Maintain accurate claim records, supporting files, and settlement offers in the claims system. • Prepare resolution offers balancing contractual liability with goodwill adjustments where appropriate. • Ensure all claims are resolved within established timelines to avoid escalation.

• Own the Roadway merch store end-to-end: product catalog, inventory levels, order fulfillment, and compliance enforcement • Monitor branch-level uniform distribution and ensure all managers are processing orders through the designated store platform (no bypassing the system) • Generate and distribute weekly inventory reports; flag discrepancies and hold branch managers accountable to the process • Manage relationships with all active vendors including blanket suppliers, rug runner vendors, and the primary materials vendor • Work toward establishing direct vendor-to-branch shipping for each of Roadway's 8 locations by eliminating internal redistribution and improving cost tracking per branch • Maintain up-to-date vendor contracts, pricing agreements, and compliance documentation • Identify opportunities to consolidate vendors, renegotiate terms, or reduce lead times • Build and maintain a branch-level cost allocation model so that material spend is accurately attributed per location, not estimated • Partner with the CFO to provide real procurement data to replace approximations in financial reporting • Track spend trends over time and proactively surface savings opportunities or budget risks • Ensure branch managers adhere to established ordering and reporting protocols • Proactively communicate process expectations, deadlines, and consequences for non-compliance • Document all procurement processes in clear SOPs to ensure continuity regardless of personnel changes

• Providing moving quotes to prospective clients • Upselling moving services such as packing and unpacking • Follow up with clients on quotes provided