Financial Operations Specialist

3 weeks ago


Phoenix, Arizona, United States Virtual Full time
Job Summary

As a key member of our Virtual team, the Financial Operations Specialist will be responsible for managing all day-to-day bookkeeping and accounting processes. This includes reviewing client books, adjusting journal entries, recording transactions, processing payments, and maintaining ledgers. The ideal candidate will have strong accounting skills and be able to generate accurate monthly financial reports, including income statements, cash flow statements, and balance sheets. Additionally, the Financial Operations Specialist will ensure compliance by completing tax forms and working with accountants.

Responsibilities

• Review client books and other staff-prepared books
• Adjusting journal entries
• Recording transactions, processing payments, and maintaining ledgers
• Manage all day-to-day bookkeeping and accounting processes, including A/P, A/R, Payroll, and bank reconciliations
• Generate accurate monthly financial reports, including income statements, cash flow statements, and balance sheets
• Ensure compliance by completing tax forms and working with accountants

Benefits

• After-tax season trip to celebrate the completion of the busy time
• 100% medical insurance coverage for the employee
• $1,200 yearly HSA funding
• Free life insurance policy
• Eligibility for short-term and long-term disability
• Half of dental insurance coverage for the employee
• Access to 401(k) with profit-sharing based on company performance
• Meals during busy tax season

Requirements

• Strong accounting skills
• 40 hours weekly, with 60-65 hours during tax season

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