Financial Operations Specialist

2 weeks ago


Fort Myers, Florida, United States WSH Full time
Financial Operations Specialist Job Description

We are seeking a Financial Operations Specialist to become a vital part of our organization. Your primary duties will encompass gathering information, calculating expenses, and generating billing statements.

Key Responsibilities:
  • Produce Bi-Weekly Payroll Hours Report from Timeclock
  • Input vendor invoices into QuickBooks and arrange payments
  • Record transactions from bank statements that have not been previously documented
  • Log quarterly credit card expenditures and apply payments to accounts
  • Manage new employee documentation and establish new employee folders
  • Procure uniforms for all staff members
  • Digitally archive all vendor materials into electronic files
  • Create weekly sales, accounts receivable, installation reports, and visual data representations
  • Update vehicle insurance, licensing, and toll information for each company vehicle
  • Collect payments from technicians and sales personnel and apply them to invoices in QuickBooks
  • Prepare weekly bank deposits
  • Conduct monthly bank reconciliations
  • Input payroll data into QuickBooks
  • Communicate with clients regarding invoice payments
  • Compile monthly sales tax reports and submit them to the state online
  • Maintain precise records in accordance with company protocols
  • Execute various office tasks as needed
  • Assist with incoming deliveries and other administrative duties
Qualifications:
  • Minimum of 3 years of demonstrable QuickBooks experience
  • At least 3 years of experience in billing, finance, or related fields
  • Proficient in data entry
  • Familiarity with standard accounting practices
  • Capability to prioritize tasks and manage multiple responsibilities
  • Comprehension of financial statements

Join our expanding firm that emphasizes exceptional customer service and fosters individual development within the organization.



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