Financial Operations Specialist

5 days ago


Rochester, New York, United States Montgomery Business Solutions LLC Full time

This is a remote financial operations position at Montgomery Business Solutions, LLC, a boutique provider of back office services. We specialize in bookkeeping, payroll, and other administrative tasks for small to medium-sized businesses.

Job Summary

We are seeking an experienced Financial Operations Specialist to help us manage customer transactions, reconcile statements, write invoices, and provide exceptional customer service.

The ideal candidate will have 5-10 years of bookkeeping experience, preferably with QuickBooks Online, and strong customer communication skills. A bachelor's degree may be substituted for some experience.

Responsibilities
  • Enter customer transactions into their accounting systems (QuickBooks, Zoho Books, Xero, etc.)
  • Reconcile month-end statements to our customers' accounting systems
  • Write invoices and pay bills for our customers
  • Liaison with our customers' payroll providers
  • Review balance sheet reports to verify data-entry
  • Upload customer receipts to their accounting system or cloud storage
  • Monthly financial reporting
  • Respond to customer communications in a timely and professional manner
Requirements
  • 5-10 years bookkeeping experience
  • Bachelor's degree may substitute for some experience
  • QuickBooks Online Experience
  • Strong Customer Communication
  • Detail Oriented
  • Must be in the United States and familiar with US Accounting Principles and Practices
Preferred Requirements
  • Zoho Books and CRM Experience
  • Tax Preparation
  • Small Business Experience
  • Customer Management/Account Management
Benefits

As a full-time employee, you can expect the following benefits:

  • Paid Holidays
  • Paid Vacations
  • Health Insurance

We offer flexibility on work schedule and the option to start as a part-time position with the opportunity to move to full-time.

Estimated Salary: $50,000 - $70,000 per year.



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