Job Description:
- Gathering and assessing securities data including industry-related stocks (in North American market).
- Analyzing company financial reports to determine the market performance of existing securities.
- Using data modeling software and methodologies to create financial forecasts.
- Staying up to date with the latest industry news including company sales and mergers.
- Conduct product technology (semiconductor, software industry) deep dive analysis.
1. Conduct equity research, industry research, management interviews, and site visits; and support managers by analyzing information obtained from various channels to prepare valuation reports.
2. Appraise company or asset values using the income, market, or asset-based approaches for the transaction, financial reporting, or tax purposes.
3. Communicate with clients.
4. Support the project manager to complete the engagement smoothly.
Sagent Management is a growing and dynamic accounting and tax firm headquartered in the Silicon Valley that offers accounting, tax, and management consulting services to publicly-traded companies, privately-held businesses, and high-net-worth individuals.
Position Description
The Revenue Associate (Part-time) is detail-oriented, resourceful, responsive, and does whatever it takes to assist the team in providing effective support. The responsibilities for this position include supporting the Firm’s management with all billing and collections activities, being able to work and communicate well with others, solving problems, and interfacing with various departments to coordinate the overall needs of the organization. We are seeking talented individuals who want to be part of an important part of our dynamic and growing team.
Responsibilities
- Complete the billing process for each service offering in a timely and accurate manner.
- Maintain complete, accurate, and organized client billing files which incorporates both hard and soft copy documentation.
- Responsible for new account setup within the billing system.
- Provide customer support by timely responding to information requests from the client or internal team members, such as reproducing copies of invoices, and coordinating and issuing billing adjustments.
- Analyze current month versus last month’s billing.
- Research and take action on AR reconciliation requests.
- Partner with management on recommendations for write-off's.
- Perform other duties or special projects as assigned.
Qualifications
- 歡迎大四生、碩二、畢業生,無工作經驗可
- AA degree in accounting or quantitative field, BA degree preferred
- Self starter who enjoys being busy
- Strong attention to detail
- Flexible as duties will vary
- High proficiency in Excel and Word
- Superior verbal and written communication skills
- A positive attitude and the ability to work both independently and as part of a team
- Toeic 800
- 表現優異有機會轉正職
- 可排3個整天的工作者優先面試
- 任職滿3個月後,依學習能力及工作表現,調整時薪