
Financial Operations Expert
7 days ago
A financial operations expert plays a crucial role in managing day-to-day transactions, including expenses, accounting software, invoicing, AP/AR, and reconciliations. This expert will be the go-to advisor for all things financial.
Key Responsibilities:- Record and manage daily transactions, including sales entries
- Perform regular bank reconciliations and maintain accurate financial records
- Oversee Accounts Payable (AP) and Accounts Receivable (AR), with an AP-focused workload
- Prepare, send, and follow up on invoices
- Utilize accounting tools including QuickBooks, Ramp, MS 365, and POS systems
- Collaborate with clients to provide timely updates and financial insights
- Keep accounting software up to date and accurate
- 2–3 years of accounting or financial experience (AP-focused is a plus)
- Proficiency with QuickBooks Online preferred
- Familiarity with Ramp, MS 365 tools, and POS systems is an advantage
- Strong understanding of accounting principles and financial recordkeeping
- Detail-oriented, highly organized, and a self-starter
- Excellent communication skills
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