
Corporate Finance Professional
2 weeks ago
Job Title: Financial Operations Specialist
">About the Role:
The Financial Operations Specialist will be responsible for delivering high-quality financial services to clients through accurate, timely, and efficient full-service accounting. This includes quality assurance reviews, client relationship management, and account maintenance.
Key Responsibilities:
- Transaction Processing: The specialist will assist in coding all transactions from each bank or credit card account according to written processes.
- Bank Account Reconciliations: Assist with end-of-month reconciliation process for assigned clients.
- Credit Card Reconciliations: Perform reconciliation of credit cards for assigned clients.
- Monthly Financial Review: Write emails to clients regarding routine income or expenses not recorded, cross-check financial statements, and respond to client questions.
- Payroll Recording: Record payroll transactions for clients based on Labor Allocation Reports and supporting documentation.
- Accounting Cleanup: Assist with clean-up and review of revenue coding, payroll, balance sheet accounts, and other tasks as requested.
Requirements:
- Background in Accounting: Proven understanding of basic accounting principles.
- Software Skills: Intermediate proficiency in Microsoft Excel and Google Sheets, experience in Quickbooks Online (QBO), and familiarity with NARPM Standard Chart of Accounts.
- Communication and Problem-Solving: Strong written communication, excellent problem-solving skills, detail-oriented, and able to understand new concepts with support.
Benefits:
- Salary: Competitive hourly rate.
- PTO: Generous paid time off policy.
- Health Stipend: Comprehensive health benefits package.
Work Environment: The role is performed in a remote work environment, requiring reliable internet connection and virtual communication skills.
Culture Fit: We value candidates who embody our core values of thinking abundantly, owning outcomes, being courageous, leveraging talents, and ADEPT Communication.
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