Assist in preparing client facing materials and documentation following client meetings, incorporating direction from the meeting lead
Keep pitch decks, case studies, and other marketing collateral current and ready for use in outreach and proposals
Support the onboarding process for newly signed clients, including coordination of introductory communications, kick off meetings, and required materials
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Reconciliation & Petty Cash: Assist with basic bank reconciliations and manage the daily petty cash claims and disbursements.
Administrative Support: Organize and file physical and digital financial documents, ensuring everything is easy to find for audits or month-end closing.
Team Collaboration: Support the senior accounting team with ad-hoc reporting and general administrative duties as needed.
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