Chief Financial Operations Specialist
7 days ago
**Job Title:** Chief Financial Operations Specialist
**Location:** Vision Financial Group LLC
We are seeking an experienced Assistant Controller to join our team at Vision Financial Group LLC. This is a dynamic, holistic wealth management firm that requires a highly skilled professional to process financials in a complex business structure.
The ideal candidate will have the ability to perform general cost accounting and other related duties in the accounting department across multiple entities. They must be detail-oriented and have excellent organizational skills.
About the Role:
This role involves preparing periodic (monthly) balance sheets, income statements, and profit and loss statements. The successful candidate will also maintain the general ledger, code invoices, set up new accounts, reconcile accounts, and close the monthly books.
Other key responsibilities include reconciling bank accounts at least monthly, verifying deposits, and addressing inquiries from banks. They will also reconcile customer accounts and manage accounts receivable collections, as well as verify payment of invoices associated with accounts payable and ensure payments are charged to the appropriate accounts.
Requirements:
To be successful in this role, you will need a Bachelor's degree in Accounting, Finance, or a related discipline, or equivalent experience. Two to five years of accounting experience is highly desired, as well as extensive knowledge of general financial accounting and cost accounting.
You must understand and be able to adhere to generally accepted accounting principles. Proficiency with accounting software is essential, and excellent written and verbal communication skills are required. Additionally, you should be proficient in Microsoft Office Suite and Google Suite software.
Physical Requirements:
This role requires standing or sitting for extended periods of time in an office environment. You will also work on a computer for extended periods of time and may be required to lift up to 15 pounds.
Salary: $85,000 - $110,000 per year
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