Senior Financial Operations Specialist

6 days ago


Cleveland, Ohio, United States ORTHOWORLD Inc. Full time

We are a dynamic and growing team committed to providing exceptional service and support to our customers.

About ORTHOWORLD Inc.

ORTHOWORLD Inc. is a highly specialized media firm offering strategic intelligence, integrated advertising and educational conferences exclusively to orthopedic executives and their teams.

Our primary brands are ORTHOWORLD (orthoworld.com), BONEZONE (bonezonepub.com) and OMTEC (omtecexpo.com).

As a work-from-home salaried position, this role offers paid health and life insurance, generous time off, a health savings account, and a 401(k) with employer matching.

Job Description

This pivotal position oversees financial processes such as invoicing, expense tracking, and financial reporting while also managing operational activities to support the broader team.

Responsibilities include maintaining office systems, coordinating resources, arranging team meetings and travel, and ensuring compliance with financial policies.

Key Responsibilities:
  • Serve as primary bookkeeper and manager of company financials in QuickBooks.
  • Assist in creating annual expense budgets and monitor their performance monthly.
  • Monitor cash flow and prepare annual cash flow projections.
  • Act as liaison to our accountant for bookkeeping and tax information and to our patent attorney for trademark upkeep.
  • Oversee data entry/maintenance efforts/staff and serve as "go-to" for accuracy of customer contact information.
  • Coordinate company meeting logistics and travel arrangements.
  • Provide exceptional customer care as needs arise.
Requirements

A minimum of 10 years' experience in financial management is required.

Proficiency in bookkeeping, financial reporting, and budgeting coupled with advanced working knowledge of QuickBooks and Microsoft Excel is essential.

Technical proficiency in Microsoft Office programs, project management tools, CRM systems, and other common business applications is also required.

Strong verbal and written communication skills are necessary for effective coordination with team members, vendors, and clients.

Why Choose Us?

We offer a work-from-home opportunity with comprehensive benefits, including paid health and life insurance, generous time off, a health savings account, and a 401(k) with employer matching.

Join our collaborative team environment and enjoy opportunities for professional development and growth.



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