Transaction Manager Job Description

transaction manager job description includes a detailed overview of the key requirements, duties, responsibilities, and skills for this role.

Last update : July 14, 2023

Transaction Manager Job Description

Transaction Manager (TM) is a software, which is developed to manage, process, and simplify the transactions and exchanges of business.

The Transaction Manager software helps in balancing, reconciling, and matching of debits and credits for various transactions.

Primarily developed to track sales, inventory, and expenses, the Transaction Manager software helps businesses reduce data entry, eliminate redundant entries, and manage complex financial transactions.

Job Brief:

We’re looking for a Transaction Manager who can help us streamline our transactions and make our process more efficient.

Transaction Manager Duties:

  • Provide day to day accounting support
  • Maintain Accounts Payable, Accounts Receivable, and General Ledger duties
  • Oversee payroll and accounts payable processing
  • Manage utility billing functions
  • Prepare budgets, forecasts, and projections
  • Maintain the cash position
  • Maintain accurate records and prepare regular financial statements
  • Create and maintain the business plan
  • Handle accounting issues such as payroll, accounts payable, and banking
  • Report on financial results
  • Prepare tax reporting
  • Prepare financial statements and related reports
  • Oversee mediation between companies, customers, and clients
  • Research and process financial documents
  • Assist with the preparation of tax returns
  • Maintain budget forecasts and reports

Transaction Manager Responsibilities:

  • Assist in due diligence of initial and existing assets, including site visits, inspection, and assessment
  • Work closely with legal and safety departments to make sure activities remain compliant
  • Conduct budget reviews and report cost plans to upper management
  • Review lease/purchase/production agreements, agreements of sale, and lease agreements
  • Assist in project execution, including planning, budgeting, scheduling, and project closeout
  • Conduct lender meetings, prepare financial information, and maintain key records, including monthly reconciliations, and file by project, company, and location

Requirements And Skills:

  • Bachelor’s degree in operations management, business administration, or related field
  • 1+ year’s proven experience with general areas within operations, including forecasting, customer management, cost control, and inventory management
  • Strong organizational skills
  • Strong written and verbal communication skills, including the ability to effectively communicate

Company Name is proud to be an Equal Opportunity Employer. We’re committed to building a diverse and inclusive team that reflects the communities we serve. We encourage applications from people of all backgrounds, races, religions, national origins, genders, and ages, as well as veterans and individuals with disabilities.


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