Financial Operations Specialist

4 weeks ago


Tampa, Florida, United States lilikoi agency Full time
Job Overview

We are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team at lilikoi agency. As a key member of our accounting department, you will be responsible for managing the company budget, client budgets, and day-to-day accounts receivable and payable. Your expertise in QuickBooks online and Excel will be essential in reconciling credit card and bank statements, generating 1099s and W-2s, and maintaining rate cards for various services.

Key Responsibilities:

  • Manage company and client budgets, ensuring accurate and timely financial reporting
  • Reconcile credit card and bank statements, identifying and resolving any discrepancies
  • Generate 1099s and W-2s for clients, ensuring compliance with tax regulations
  • Maintain rate cards for various services, ensuring accuracy and up-to-date information
  • Assist with fiscal projects, such as profitability analysis and budgeting

Requirements:

  • 2+ years of consecutive experience in accounting and bookkeeping
  • Proficiency in QuickBooks online and Excel
  • Strong analytical and problem-solving skills
  • Excellent communication and organizational skills
  • Ability to maintain confidentiality and handle sensitive financial information

About lilikoi agency:

We are a passionate full-service advertising agency, founded in 2013. Our slogan is 'Passionately Pursuing our Clients Success', which is more than a slogan - it's a way of life. We've adopted the Aloha Spirit, which brings each person to self, requiring personal desire, passion, and self-awareness. Our teams are the best in the industry, and we're always looking for passionate talent to join our team.



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