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Financial Reporting Specialist
4 months ago
Who are we seeking?
We are seeking a dynamic individual who enjoys working in a fast-paced environment, providing a high level of service, and welcomes challenges. Responsible for calculating and processing commissions for external clients. This role will be client-facing and balance the priorities of multiple client needs and meeting deadlines.
Who we are:
We specialize in providing streamlined back-office solutions, including accounting, budgeting, planning, commissions, payroll, and human resources services. Tailored for small to mid-size businesses, we handle essential day-to-day operations, empowering our clients to focus on success and growth. Our dedicated team offers expert advice, addressing the daily complexities and concerns businesses face.
We're on the lookout for individuals who thrive in a positive, collaborative team environment.
Embracing diversity, we welcome everyone. Our inclusive workplace fosters an environment where employees feel free to be their authentic selves each day.
What we provide:
- Dynamic Culture: Join a collaborative and innovative team that values trust and embraces a fun work environment.
- Health and Well-being: Enjoy 100% paid Medical, Dental, and Vision plans, ensuring your health is a top priority.
- Time Off: Benefit from 3 weeks of Paid Time Off, 6 Holidays, and a Floating Holiday
- Flexible Work Environment: Embrace a hybrid work setting that accommodates both in-office collaboration and remote flexibility.
- Family Support: Take advantage of our Paid Parental Leave to prioritize family commitments.
- Financial Security: Secure your financial future with 401k Matching for a prosperous retirement.
- Wellness in the Workplace: Energize your days with well-stocked snack stations for a positive and vibrant atmosphere.
- Intimate Company Atmosphere: Experience the warmth of a close-knit team in our small company setting.
- Continuous Development: Ignite your growth with ongoing personal and professional development opportunities.
- Career Advancement: Explore room for advancement in our growing organization.
- Innovation Encouraged: Share your ideas for process improvements in our innovation-friendly environment.
Job Essential Responsibilities
- Prepare and update all Client Financials; create accurate and detailed Company Financials for all clients
- Work with business users to understand their analytical needs, document and prioritize requirements, and to help them effectively use the data and analytical tools that the team has developed.
- Utilize Excel and other resources and tools to identify and acquire data, design solutions, and generate ad hoc or self-serve reports to satisfy user requirements
- Identify opportunities to introduce self-service or automation that aligns with Team Strategy
- Execute regularly scheduled (Daily, Weekly, Monthly, etc.) reports while still evaluating for additional automation or analytical efficiencies
- Analyze reporting outputs for accuracy and completeness
- Document and disseminate instructions/training materials concerning generation, completion, and distribution of reports
- Complete General Ledger Reviews for all clients; audit and identify inconsistencies; collaborate with team members to correct errors
Experience:
- 2+ years’ experience working in a Financial analysis and reporting role required
- Understanding of accounting and finance principles and best practices; Uses good judgement and follows financial best practices when making decisions.
- Highly proficient with Excel and accounting software required; QuickBooks experience is a bonus
- Analytical and innovated minded; able to identify opportunities and risk through reviewing data
- Ability to work with a high degree of accuracy in a fast-paced environment, while meeting deadlines
- Highly organized; capacity to prioritize heavy workload while navigating a variety of competing and ever-changing priorities
- Confident, professional and articulate in written and verbal communication; articulate in communicating financial data
- This position is required to talk and hear. The employee is often required to sit and use their hands and fingers, to handle or feel and to manipulate keys on a keyboard. Vision abilities required by this job include close vision. Requires face-to-face discussions with individuals and teams.