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Financial Operations Specialist
2 months ago
Position:
Financial Operations Specialist
Location:
Chicago, IL (Remote)
Contract to Hire:
3 to 6 Months, convert to Full-Time.
Hours:
40 Hours Per Week
Rate:
$20 - $25/hr
Start Date:
ASAP
Responsibilities:
We are seeking an experienced and detail-oriented Financial Operations Specialist to join our team. This role is ideal for individuals with 1 to 3 years of relevant experience who are looking to further develop their skills and expertise in financial operations. The Financial Operations Specialist will play a key role in managing day-to-day financial activities and supporting strategic initiatives.
Financial Management:
Oversee and execute various financial operations processes, including invoice processing, expense tracking, and reconciliation of financial accounts.
Cash Flow Management and Discussions with Partners
Monthly Financial Meeting with Partners to discuss Financial Projections, Expense projections, and reconciliation of the month.
Develop and maintain budgets and forecasts, aligning financial management
Regularly analyze revenue and expense trends, identifying areas for improvement and cost-saving opportunities
Collect payments from clients and accurately record the information.
Generate monthly financial statements and related analyses for internal stakeholders.
Drive the annual tax process, including reconciliation, documentation, and liaising with accountants.
Conduct end-of-year closeout tasks
Operations Management:
Collaborate with partners to cultivate relationships with clients and consultants.
Organize accounts and files to assist in the creation of client deliverables.
Manage all areas of business operations, not limited to Financial and Operations
Develop statements of work (SOWs) and add amendments when necessary.
Collect consultants’ timesheets and create invoices monthly.
Engage in weekly meetings with managing partners to discuss consulting-related matters and create work plans.
**
Requirements:**
Bachelor’s degree in Finance, Accounting, Business Administration or related field.
Proven experience (1-3 years) in a financial operations, financial management, or related field
Experienced with Excel required; experience with QuickBooks preferred.
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