Financial Data Specialist
3 weeks ago
We are seeking a highly skilled Financial Data Specialist to join our team at Franbooks. As a key member of our accounting department, you will be responsible for preparing and examining financial records for our client's monthly accounting needs.
Responsibilities:
- Obtain primary financial data for accounting records
- Prepare monthly financial statements utilizing Quickbooks Online
- Verify the accuracy of business transactions and complete bank/credit card reconciliation monthly
- Perform data entry and administrative duties, including answering phone calls, responding to emails, and assisting the team on other projects as needed
- Prepare, file, and initiate sales tax payments for multiple states
- Onboard new clients, set up Quickbooks data files as needed, and coordinate with the Office Manager for onboarding organization
- Provide training and support to new and existing clients as needed
Qualifications:
- Previous experience in a public accounting setting preferred; ideally 5 years of experience, but we will consider less time with the right candidate
- Experience with Quickbooks Online, Excel, and Word
- Fundamental knowledge of GAAP
- Ability to prioritize and multitask
- Strong organizational skills
- Deadline-oriented and detail-focused
- Ability to build and maintain strong communication with clients and our team
- Ability to work unsupervised and meet deadlines without exception
Company Description: We are a small local company with national clients. We are looking for a team member with an entrepreneurial mindset who can maintain accuracy and meet deadlines. The ability to work remotely may be considered after 90 days.
The estimated salary for this position is $55,000 - $65,000 per year.
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