Current jobs related to Financial Operations Manager - Santa Barbara, California - Balance Financial Management
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Financial Operations Manager
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Santa Barbara, California, United States Balance Financial Management Full timeAbout the JobThe Financial Operations Manager plays a critical role in the day-to-day management of financial tasks by coordinating various activities involved in maintaining the general ledger, revenue recognition, expenditures, assets, and liabilities for multiple clients. This position is responsible for managing processes and tasks to ensure successful...
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**Director of Financial Operations**
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Santa Barbara, California, United States Balance Financial Management Full timeAbout the RoleWe are seeking a highly skilled and experienced Director of Financial Operations to join our team at Balance Financial Management. As a key member of our leadership team, you will be responsible for overseeing the financial operations of our clients, providing strategic guidance, and driving business growth.Key ResponsibilitiesFinancial...
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Director of Financial Operations
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Financial Manager
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Santa Barbara, California, United States Balance Financial Management Full timeAbout the JobThe Financial Manager plays a critical role in the day-to-day management of financial tasks by coordinating the various activities involved in maintaining the general ledger, revenue recognition, expenditures, assets, and liabilities for multiple clients. This position is responsible for managing the processes and tasks to ensure successful...
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Financial Manager
1 month ago
Santa Barbara, California, United States Balance Financial Management Full timeAbout the JobThe Financial Manager plays a critical role in the day-to-day management of financial tasks by coordinating the various activities involved in maintaining the general ledger, revenue recognition, expenditures, assets, and liabilities for multiple clients. This position is responsible for managing the processes and tasks to ensure successful...
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Financial Management Specialist
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Financial Operations Manager
2 months ago
The Financial Operations Manager plays a crucial role in the day-to-day management of financial tasks by coordinating various activities involved in maintaining the general ledger, revenue recognition, expenditures, assets, and liabilities for multiple clients. This position is responsible for managing processes and tasks to ensure successful completion of month-end close, completeness, and accuracy of financial reports, and adherence to procedures and internal controls.
Key Responsibilities:- Accounts Payable Management: Manage the A/P cycle for multiple clients, reviewing and coding invoices, ensuring timely payments to vendors, assisting in vendor dispute resolution when escalated, and ensuring overall relationships with vendors are in good standing.
- Accounts Receivable Management: Manage A/R tasks for clients, ensuring timely completion and submittal of invoices, ensuring regular follow-up on the status of payments, and ensuring overall relationships with clients' customers remain in good standing.
- Cash Management: Manage cash balances, ensuring cash GL accounts are up-to-date no less than weekly, ensuring appropriate funds are available for clients' financial commitments (i.e. A/P, payroll, etc.), and anticipating short-term cash needs.
- Month-End Close: Timely completion of month-end close tasks as outlined in close checklists for each client, including adjusting journal entries for depreciation, prepaid expenses, deferred revenue, investments, other assets, and liabilities as needed.
- Cost Allocations: Perform cost allocations for functional expenses and partnerships via manual or automated processes.
- Compliance and Audit: Assist with audit schedules, various types of tax returns, grant and organizational budget preparation, and narratives as needed, ensuring compliance with GAAP, internal control processes, and segregation of duties.
- Other Projects: Perform other projects and tasks as assigned by management.
- Accounting Background: Strong accounting background (experience and education) with solid knowledge and understanding of GAAP accounting.
- Communication Skills: Excellent verbal and written communication skills, as well as a professional demeanor, are required.
- Time Management: Ability to multi-task and manage time efficiently and effectively to meet critical and aggressive internal and external deadlines.
- Attention to Detail: Great attention to detail, problem-solving, and critical thinking skills are essential.
- Teamwork: Able to work independently, as well as collaboratively to achieve individual and team goals.
- Proactivity: Proactive and self-motivated attitude with the drive to take ownership of responsibilities assigned.
- Experience: 4-6 years (minimum) relevant accounting experience, including experience in processing payroll and related journal entries.
- Software Skills: Intermediate to advanced user of Microsoft Excel and familiarity with advanced accounting software.
- Education: Bachelor's degree in accounting or finance (minimum).
- Home Office: A quiet and dedicated workspace is available during client business hours as frequent internal and external video calls are required.
- Technology: High-speed and reliable internet.
- Physical Demands: Ability to sit for prolonged periods at a desk and work on a computer.
