Financial Specialist

2 weeks ago

Santa Clara, California, United States The Ladders Full time
Company Overview

The Ladders is a forward-thinking organization dedicated to providing innovative solutions in the IT sector. Established with a vision for sustainability and efficiency, we pride ourselves on our expertise in network management and business alignment.

Our mission is to drive a transformation towards a more sustainable and efficient technological landscape, leveraging advanced technologies and enhanced communication to boost productivity and reliability. We partner with leading vendors to deliver tailored solutions that meet our clients' unique needs while adhering to industry standards.

Position Overview

We are seeking a meticulous and knowledgeable Financial Specialist to oversee our financial operations and ensure compliance with established accounting standards. The ideal candidate will possess a robust understanding of financial principles, exceptional analytical capabilities, and the ability to work autonomously as well as collaboratively.

Key Responsibilities:
- Oversee daily financial operations, including accounts payable, accounts receivable, general ledger management, and bank reconciliations.
- Prepare and scrutinize financial statements, ensuring adherence to GAAP.
- Support the budgeting and forecasting processes, offering financial insights and strategic recommendations.
- Conduct month-end and year-end closing activities.
- Maintain precise and organized financial records and documentation.
- Assist with audits and tax preparation, ensuring compliance with relevant regulations.
- Monitor and report on financial performance, identifying areas for enhancement and cost-saving opportunities.
- Collaborate with various departments to provide financial support and insights.
- Ensure the timely and accurate processing of payroll and related transactions.
- Stay informed on industry trends and updates in accounting regulations.

Responsibilities
  • Manage accounting and billing records, ensuring accuracy in transactions,
  • Review and finalize monthly financial reports,
  • Provide customer service and support for existing clients and project teams,
  • Oversee order processing, ensuring timely delivery of all open orders,
  • Review daily, weekly, and monthly open purchase orders and invoices,
    Document and monitor the ordering and delivery of hardware and software,
  • Address issues as they arise, recommending necessary actions for resolution,
  • Organize paperwork and customer documents, manage office supplies.
Qualifications

- Bachelor's degree in Accounting, Finance, or a related discipline.
- A minimum of 5 years of accounting experience, preferably within the IT or technology sector.
- Strong knowledge of GAAP and financial principles.
- Proficiency in accounting software (e.g., QuickBooks, SAP, Oracle) and MS Office, particularly Excel.
- Excellent analytical, problem-solving, and organizational skills.
- Strong attention to detail and accuracy.
- Ability to work independently and meet deadlines.
- Excellent communication and interpersonal skills.
- CPA certification is advantageous but not mandatory.

We value organization, meticulousness, and consistency; candidates should review their work thoroughly before submission.

Additional Information

All information will be kept confidential in accordance with EEO guidelines.

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