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Job Description
- Creates invoices for Accounts Payable checks and Electronic Fund Transfers (EFT); sets up and processes EFT’s.
- Corresponds with outstanding check recipients and re-issues as necessary. Tracks same for unclaimed property reporting.
- Creates spreadsheets for standard payments.
- Processes all payments from Claims Department.
- Prepares expense analyses as requested.
- Prepares invoices for payments, including verification of proper approval, vendor, G/L account number, etc.
- Balances various accounts at month-end, including fixed assets and depreciation.
- Creates and maintains Accounts Payable files.
- Prepare and distributed various reports to management.
- Specialized reports as needed.
- Gathers and prepares data for 990 tax filing.
- Files 990-N postcards for subsidiaries
- Prepares data and files 945 taxes with IRS semi-weekly.
- Assists in work directed by National Officers.
- Serves as backup to Premium Payment Processor. Serves as backup for Support Investment Accountant morning reports.
- Preparation of deposits to automated Citizens On-Line Checking (check scanning).
- Handles all accounting for subsidiary scholarship foundation. Deposits, receipts, payments, financial statement, journal entries and various reports.
- Performs other related duties as assigned by CFO.
Company Description
William Penn Association is a fraternal benefit society that sell life insurance and annuities. It is headquartered in Pittsburgh, PA and has been in business since 1886.
William Penn Association is a fraternal benefit society that sell life insurance and annuities. It is headquartered in Pittsburgh, PA and has been in business since 1886.
