• Accounts Payable Clerk

• Accounts Receivable Clerk

• Controller

• Financial Analyst

• Payroll Clerk

• Payroll Manager

• Senior Vice President & Chief Financial Officer

• Vice President of Finance

Accounts Payable Clerk

Job Summary:

Performs accounting functions by performing the following duties:

Essential Job Functions:

• Match invoices to receiving documents.
• Post invoices into the computer system.
• Generate accounts payable and refund checks.
• Research vendor statements, phone calls and discrepancies.
• File paid and unpaid invoices and statements.
• Organize and match returns paperwork.
• Bill and track co-op advertising.

Knowledge, Skills, and Abilities:

• Detailed oriented.
• Good with basic math.
• Able to work in team environment.

Education/Training/Experience:

• Associate's degree (A. A) or equivalent from two-year college or technical school; or one or more years related experience and/or training; or equivalent combination of education and experience.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Account Receivables Clerk

Job Summary:

Performs accounting functions by performing the following duties:

Essential Job Functions:

• Apply customer payments
• Research and solve payment discrepancies
• Process credit card payments and credits
• Make adjustments to accounts as needed
• Prepare weekly manual deposits
• Calculate royalty payments

Knowledge, Skills, and Abilities:

• Excellent attention to detail
• Works well in a team environment
• Able to work with a diverse group of people

Education/Training/Experience:

• Associate degree; or equivalent from a two year college or technical school; or six months or more related experience and/or training; or equivalent combination of education and experience.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Controller

Job Summary:

 Responsible for the overall management of the Accounting Department.

Essential Job Functions:

• Responsible for directing and coordinating the work of a number of accounting associates in all aspects of accounting (accounts payable, accounts receivable, payroll, mail order).
• Prepare monthly financial and various detailed analyses.

Knowledge, Skills, and Abilities:

• Strong leadership skills
• Exceptional analytical and problem solving abilities
• Ability to work and interact with departments throughout the organization
•  Exceptional written and verbal communication skills
• Proficient knowledge of Excel and Word
• Proven supervisory experience

Education/Training/Experience:

• BA/BS Degree in Accounting
• Five to ten years experience in all aspects of accounting and be well versed in issues encountered by Controllers

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Financial Analyst

Job Summary:

The position of Financial Analyst is established to correctly measure, thoroughly analyze and clearly communicate levels of exposure to interest rate risk to the Chief Financial Officer. Measure, analyze and communicate the costs and benefits of products and services to the CFO.

Essential Job Functions:

• Assist in the month-end closing and distribution of monthly financial statements.
  Perform detailed financial statement analyses, including discussions on various issues.
• Assist in the preparation, analysis, and distribution of the financial statement package. Responsibilities include follow-up to inquiries made regarding issued financial statements, as well as special projects assigned by management.
• Manage acquisition accounting and related service issues.
• Assist Financial Services Supervisor with audit related issues and projects.
• Serve as liaison to location managers, assisting them with accounting related service issues.
• Communicate with co-workers, management, clients, franchisees, and others in a courteous and professional manner.
• Conform with and abide by all regulations, policies, work procedures, and instructions.
• Conform with all safety rules and use all appropriate safety equipment.
• Perform other duties as assigned.

Knowledge, Skills, and Abilities:

• Must possess analytical skills.
• Must be able to effectively handle multiple projects concurrently.
• Must be detail oriented.

Computer Equipment and Software Requirements:

• Accounting software, Windows based spreadsheets/word processing package  ability to use various company software packages

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.

The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

Education/Training/Experience:

• Bachelor's degree in Account or Finance plus five years of audit/or related corporate experience.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Payroll Clerk

Essential Job Functions:

• Compile payroll data such as garnishments, vacation time, insurance and 401(k) deductions.
• Poll electronic time clocks (E-time software) and review the downloaded information for completeness and accuracy.
• Contact various department supervisors for any missed times.
• Process weekly transfer of payroll data to ADP.
• Pull many internal management reports from ReportSmith software.
  Strong knowledge of ReportSmith is essential
• Other duties may be assigned to meet business needs.

Knowledge, Skills, and Abilities:

• Solid understanding of payroll and payroll tax laws is also a must.
• Proficiency in Word and Excel.
• Clear written and verbal communications.
• Organize and write procedures in a logical/methodical manner.
• Good time management skills.
• Excellent attention to detail.
• Work well in a team environment.
• Able to maintain confidential information.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.

The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

Education/Training/Experience:

• Associate's degree (A.A) or equivalent from two-year college or technical school or one or more years related experience and/or training; or equivalent combination of education and experience. College degree is preferred.
• 2-3 years of ADP experience required.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Payroll Manager

Job Summary:

Manages payroll process and performs accounting-related tasks.

Essential Job Functions:

• Analyzes, prepares and inputs payroll data. Typically uses automated system to produce accurate and timely payroll. Ensures compliance with all applicable state and federal wage and hour laws.
• Prepares weekly, monthly, quarterly and year-end reports (gross payroll, hours worked, vacation accrual, tax deductions, benefit deductions, etc.) for management.
• Performs various journal entries, account reconciliations, and provides General Ledger support.
• Supervises Human Resources/Payroll Assistant.
• Is responsible for other duties assigned by management.

Knowledge, Skills, and Abilities:

• Planning and organization: an ability plan and manage multiple projects.
• Strong customer orientation.
• Attention to detail.
• Problem analysis and problem resolution.
• Excellent interpersonal and communication skills.
• High performance teams and a strong team player.
• Computer proficiency: Word, Excel and Power Point.
• Beneficial Skills and Experience

Supervisory:

• Human Resources/Payroll Assistant

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel objects, tools, or controls. The employee frequently is required to talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, crouch, or crawl.

The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

The noise level in the work environment is usually moderate.

Education/Training/Experience:

• Bachelor's degree in Finance or related field.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Senior Vice President & Chief Financial Officer

Job Summary:

The CFO is responsible for directing the fiscal functions of the corporation in accordance with generally accepted accounting principles issued by the Financial Accounting Standards Board, the Securities and Exchange Commission, other regulatory and advisory organizations and in accordance with financial management techniques and practices appropriate within the software industry and for newly public companies.

Essential Job Functions:

• Plan, develop, organize, implement, direct and evaluate the organization's fiscal function and performance.
• Participate in the development of the corporation's plans and programs as a strategic partner.
• Evaluate and advise on the impact of long range planning, introduction of new programs/strategies and regulatory action.
• Develop credibility for the finance group by providing timely and accurate analysis of budgets, financial reports and financial trends in order to assist the the CEO/President and the Board and other senior executives in performing their responsibilities.
• Enhance and/or develop, implement and enforce policies and procedures of the organization by way of systems that will improve the overall operation and effectiveness of the corporation.
• Establish credibility throughout the organization and with the Board as an effective developer of solutions to business challenges.
• Provide technical financial advice and knowledge to others within the financial discipline.
• Continual improvement of the budgeting process through education of department managers on financial issues impacting their budgets.
• Provide strategic financial input and leadership on decision making issues affecting the organization; ie, evaluation of potential alliances acquisitions and/or mergers and pension funds and investments.
• Optimize the handling of bank and deposit relationships and initiate appropriate strategies to enhance cash position.
• Develop a reliable cash flow projection process and reporting mechanism which includes minimum cash threshold to meet operating needs.
• Be an advisor from the financial perspective on any contracts into which the Corporation may enter.
• Evaluation of the finance division structure and team plan for continual improvement of the efficiency and effectiveness of the group as well as providing individuals with professional and personal growth with emphasis on opportunities (where possible) of individuals.

Knowledge, Skills, and Abilities:

• Ability to read, analyze, and interpret the most complex documents. Ability to respond effectively to the most sensitive inquiries or complaints. Ability to make effective and persuasive speeches and presentations on controversial or complex topics to the Board and outside investors.

Accountabilities & Measures

• Operating expense budget of $

• Headcount of

• Corporate revenue of

• Corporate operating income of

• Market capitalization of

Education/Training/Experience:

• Masters degree (MA) Or equivalent; or ten to fifteen years related experience and/or training; or equivalent combination of education and experience.

An experienced leader and financial executive with appropriate industry experience, preferably in the insurance field. An energetic, forward-thinking and creative individual with high ethical standards and an appropriate professional image. A strategic visionary with sound technical skills, analytical ability, good judgment and strong operational focus. A well organized and self-directed individual who is "politically savvy" and a team player. An intelligent and articulate individual who can relate to people at all levels of an organization and possesses excellent communication skills. A good educator who is trustworthy and willing to share information and serve as a mentor. An excellent negotiator who is experienced in contracts. A decisive individual who possesses a "big picture" perspective and is well versed in systems.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.

Vice President of Finance

Job Summary:

Directs and manages company fiscal and information technology functions in accordance with generally accepted accounting principles (GAAP) and current IT trends and regulations respectively.

Role Priorities:

• Strategic Planning

• Financial Analysis

• Policy Development and Deployment

• Solution Resolution

Role Qualifications:

• Must align financial policies and procedures with company objectives.

• Must establish financial reporting systems and controls to ensure compliance with company expenditure requirements and meet customer needs.

Essential Job Functions:

• Ensures timely and accurate budget analysis and financial review for management team.

• Recommends and develops policies, procedures and systems to meet company objectives.

• Provides strategic financial leadership and support on the evaluation of potential alliances, acquisitions, mergers, pension funds and investments and/or other issues affecting the business.

• Recommends and leads new efforts to improve ROE / ROA performance.

• Works to optimize the handling of bank and deposit relationships and initiates needed strategies for improvement.

• Builds, develops and manages finance and IT team capable of carrying out needed initiatives.

• Stays abreast of trends and regulations to ensure effectiveness and compliance for the finance and information technology functions.

• Performs other related duties as assigned by management.

Knowledge, Skills and Abilities:

• Leadership: a demonstrated ability to lead people and get results through others.

• Strategy and planning: an ability to think ahead and plan over a 1-2 year time span.

• Management: the ability to organize and manage multiple priorities.

• Information systems development and implementation.

• Problem analysis and problem resolution at both a strategic and functional level.

• Technical skills and experience in financial reporting and analysis, cash flow management, mergers and acquisitions and information technology including Local and Wide Area Networks.

• Employee training and development.

• Strong customer orientation.

Education/Training/Experience

• Bachelor's degree in Accounting, Business Administration or related field.

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.
A review of this position has excluded the marginal functions of the position that are incidental to the performance of fundamental job duties. All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbent(s) will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at will" relationship.