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Finance Operations Analyst

2 months ago

Denver, Colorado, United States Jobot Full time
Exceptional Benefits + Career Growth + Flexible Work Environment + Team-Oriented Culture

This opportunity is hosted by Jobot.

About Us:

We are a dynamic independent multi-family office committed to delivering outstanding financial services to a diverse clientele. Our dedicated team focuses on simplifying the financial challenges our clients encounter, providing strategic, diligent, and professional support. We take pride in offering clarity in the midst of financial complexities.

Position Overview:
We are in search of a motivated and detail-oriented Accounting Analyst who excels in a fast-paced, high-volume, and deadline-oriented environment. This role is crucial to our operations, collaborating closely with internal team members, client vendors, and external financial, legal, and tax professionals. Your key responsibilities will include tracking and analyzing extensive financial data, managing accounts payable/receivable and payroll, and reporting on various bank and brokerage accounts as well as intricate financial investments to meet essential tax-related deadlines.

Key Responsibilities:
  • Conduct daily operations such as data entry, record maintenance, and client follow-ups.
  • Maintain records in financial software, ensuring precise categorization and documentation.
  • Generate various financial reports including monthly, quarterly, annual, and ad hoc P&L and Balance Sheet reports.
  • Oversee client payment requests to ensure timely and accurate processing.
  • Establish new payment accounts, set up automated payments, and monitor activities to prevent discrepancies.
  • Reconcile financial accounts, retrieve statements, and uphold filing integrity.
  • Update and monitor changes to client financial statements using reporting tools.
  • Analyze large datasets, verify accuracy, rectify discrepancies, and eliminate duplications.
  • Assist in preparing for client meetings by issuing reports and completing relevant tasks.
  • Conduct complex cash flow and financial planning analyses.
  • Coordinate with vendors, bank representatives, accountants, and other third parties.
  • Manage payroll for various employee types including household staff and independent contractors.
  • Prepare and distribute necessary tax forms.
  • Complete special projects as assigned.


Qualifications:
  • Bachelor's degree in Accounting or a related discipline.
  • Strong bookkeeping capabilities, including data entry, account reconciliation, and precise documentation.
  • 2+ years of experience with financial software.
  • Understanding of CPA requirements for tax-related payments and returns.
  • Knowledge of partnership accounting and estate planning mechanisms.
  • Experience with accounts receivable/payable for individuals and entities.
  • Strong understanding of personal and family finances, including budgeting and cash flow management.
  • Basic knowledge of payroll processes and tax filings.
  • Excellent communication skills, both verbal and written.
  • Detail-oriented, organized, and diligent in follow-up.
  • Proactive and self-motivated, capable of independent work.
  • Ability to manage sensitive and confidential information.
  • Proficiency in Microsoft Office Suite.
  • Comfortable utilizing databases and online resources for research.


Salary and Benefits:
  • Full-time position.
  • Computer equipment provided.
  • Competitive salary based on experience.
  • Comprehensive benefits package, including health insurance and retirement options.