• Attend weekly pipeline meetings to stay aware of deal flow and work directly with individual Sales and Consulting leads to extract specific billing details. • Ensure insertion into relevant client email threads to capture PO numbers and billing contacts. • Maintain accurate data across HubSpot (Sales), QuickBooks (Finance), and cash flow models to prevent revenue double-counting or forecasting errors. • Monitor payment deadlines, issue reminders, and escalate to the Finance Director only when necessary. • Set up new client accounts and maintain up-to-date contact details. • Prepare and present weekly reports on pipeline status, invoicing, and pending POs to directors. • Work with admins to ensure all expenditures are accounted for, chasing missing receipts, and uploading them correctly to AutoEntry. • Reconcile supplier invoices, batch payments, grade them by urgency, and present clean payment runs for the Finance Director's approval. • Collaborate with the Finance Director to maintain cash flow documents, budgets, and forecasts. • Monitor ledgers to spot erroneous spending, unused subscriptions, or overspending, and flag these for action. • Daily reconciliation of bank feeds to ensure real-time accuracy. • Handle journals, accruals, and prepayments to prepare accounts for accountant's review. • Generate standard financial reports, including Aged Debtors and P&L snapshots. • Maintain a pristine digital filing system for audit trails. • Identify gaps and inefficiencies in existing systems and implement improvements.

• Manage day-to-day bookkeeping activities including accounts payable, accounts receivable, expense reconciliation, and general ledger maintenance • Maintain accurate financial records and ensure timely month-end close support • Track and categorize engineering, labor, and project-related expenses for government grant and R&D tax credit reporting purposes • Support preparation of financial documentation required for grant reporting, audits, and reimbursement submissions • Assist with payroll reconciliation, contractor payments, and employee expense reporting • Help improve bookkeeping workflows, reporting processes, and financial controls as the company scales

• Engage in managerial accounting and financial reporting for business owners • Gain exposure to a diverse range of industries : manufacturing, trading, services, and more • Take full ownership of client accounts, from daily transactions to financial analysis • Work with modern accounting tools : QuickBooks, Xero, Bill.com, Sage, and others • Improve your English skills by working exclusively with English-speaking clients and systems • Be part of a collaborative team with guidance from experienced managers in Ukraine and the USA

• Customer support via digital channels (primarily chat) • Support related to accounting routines, tax, payroll, invoices (Notas Fiscais), and other related topics • Monitoring and routing of requests and demands • Assistance in resolving client questions and requests