Financial Analyst Planner
2 months ago
Benefits:
Competitive salary
Employee discounts
Health insurance
Paid time off
Summary: Direct financial activities, such as planning, payroll, vendor reconciliation, procurement and reporting for the organization.
Duties and Responsibilities include the following. Other duties may be assigned.
Prepare or direct completion of weekly Payroll and related reporting .*
Stay informed and share with management current and changing employment and labor laws and regulations and establish company process and procedures to remain compliant.
Create and communicate organizational policies and procedures to comply with federal and state policies and directives, and current accounting standards.
Establish, maintain and lead financial planning & analysis. Document and implement financial processes and procedures
Manages the payroll platform/HRS and training system and oversees company processes handled within the platform including training for managers and directors.
Perform financial reconciliations. Coordinate and direct the financial planning, budgeting, procurement, or investment activities for the organization
Collaborate with Bookkeeping and Accountant to ensure we are meeting all state and federal requirements.*
Establish process and oversees inventory control and correction.*
Responsible for managing company cash and cost analysis and makes appropriate and company-beneficial recommendations.
Oversee Vendor accounts, business activity reports, financial position forecasts, annual budgets, and reports required by regulatory agencies.
Conduct or coordinate audits of company accounts and financial transactions to ensure compliance.
Receive, record, and authorize requests for disbursements in accordance with company policies and procedures.
Develop and maintain strong relationships with banking, insurance, and external accounting partners to facilitate financial activities.
Develop internal control policies, guidelines, and procedures for activities, such as budget administration, cash and credit management, and accounting.*
Analyze the financial details of past, present, and expected operations to identify development opportunities and areas where improvement is needed.*
Advise management on short-term and long-term financial objectives, policies, and actions.
Provide direction and assistance to other organizational units regarding accounting and budgeting policies and procedures and efficient control and utilization of financial resources.
Monitor financial activities and details, such as cash flow and reserve levels, to ensure that all legal and regulatory requirements are met.
Other duties as assigned.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education/Experience:
Bachelor’s degree and five to ten years related experience and/or training; or equivalent combination of education and experience. CPA preferred.
Computer Skills:
To perform this job successfully, an individual should have knowledge of Microsoft Office; inventory, general accounting, point of sale software, and payroll software.
Special Skills:
Diligent
Stringent
Team player
Leadership
Organization
Strong written communication skills
Strong verbal communication skills
Detail oriented
Professional
Certificates and Licenses:
Supervisory Responsibilities:
Directly supervises one employee. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The employee must occasionally lift and/or move up to 50 pounds. While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.
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