Financial Operations Specialist

4 days ago


Kansas City Missouri, United States Crawford Architects, LLC Full time

About the Role:

Crawford Architects, LLC is seeking a highly skilled and experienced Financial Operations Specialist to join our team. As a key member of our financial operations department, you will be responsible for managing all aspects of our financial accounts, ensuring compliance with our standards, mission, and goals.

Key Responsibilities:

  • Perform daily, monthly, and annual financial activities, including recording, identifying, and verifying financial transactions, budget forecasting, reviewing and updating financial information and documents, and more.
  • Manage Accounts Receivable, Accounts Payable, General Ledger, and Financial Reporting, ensuring compliance with accepted policies and procedures.
  • Prepare and submit client invoices monthly.
  • Assist with Human Resources, including Payroll, 401(k), HSA deposits, Open Enrollment, and other employee benefits, as well as reporting of payroll taxes monthly, quarterly, and annually, including W2s.
  • Prepare year-end financial reporting for taxes and 401(k) compliance.
  • Manage subconsultant and vendor invoice payments, maintain W-9 files, and prepare year-end 1099s.
  • Oversee tracking of expenses by project for invoicing purposes.
  • Oversee credit card reconciliation.
  • Maintain current assets and reporting.
  • Manage account reconciliations for four companies.
  • Establish and monitor internal accounting control procedures.
  • Ensure compliance reporting for multiple platforms, including Sam.gov, SF330, and various state reporting for prequalification.
  • Maintain architect licenses, firm licenses, and state required filings.
  • Assist Partners as needed with special projects.
  • Assist with day-to-day office functions as necessary.

Requirements:

  • Education: Bachelor's Degree in Accounting, Finance, or Business Administration.
  • Experience: Minimum of 4 years of accounting responsibilities and procedures.
  • Necessary Skills:
    • Strong knowledge of financial accounting principles and practices.
    • Strong knowledge of Microsoft Office, including Excel and Word.
    • Strong organizational skills and attention to detail.
    • Strong administrative skills with the ability to meet deadlines.
    • Proficiency in accounting software (Quickbooks preferred).
    • Ability to work independently and as part of a team.
    • Ability to build relationships and work successfully with many different constituents and personnel.

What We Offer:

  • Competitive compensation package, including company-paid health insurance premiums, company-contributed HRA, paid time off, 401(k) matching, and ESOP eligibility after 1 year of service.
  • Open studio plan promoting workflow and communication.
  • Employee Events, such as attending local sporting events, employee golf tournament, chili cookoff, family picnics, annual vacation parties.
  • Salary commensurate with experience.


  • Kansas City, Missouri, United States Crawford Architects, LLC Full time

    Crawford Architects, LLC is seeking a dedicated and skilled Financial Operations Specialist who thrives in a dynamic and fast-paced setting. This role is pivotal in overseeing the financial accounts of the firm, ensuring alignment with Crawford Architects' core values, mission, and objectives. The ideal candidate will be meticulous and exhibit outstanding...


  • Missouri City, Texas, United States AnchorCM Full time

    Job OverviewPosition SummaryThis is an on-site opportunity for a Financial Operations Specialist at AnchorCM. The role focuses on overseeing and executing payment transactions, ensuring the accuracy of invoices, and maintaining comprehensive financial documentation. The position also entails preparing detailed expense reports and collaborating with both...


  • Jefferson City, Missouri, United States FCS Financial Full time

    Job OverviewFCS Financial, a key player in the nationwide Farm Credit System, is committed to enhancing the agricultural sector and rural communities. We are in search of individuals who possess a strong enthusiasm for agriculture. If you are self-driven, meticulous, and excel in customer service, we invite you to consider this opportunity.This entry-level...


  • Kansas City, Missouri, United States UMB Financial Corporation Full time

    The Private Wealth Management division is dedicated to safeguarding, enhancing, and expanding client assets. As a fiduciary entity, we are committed to achieving favorable financial results for our clients through collaborative, team-oriented advice. We engage in comprehensive and tailored financial strategies that transform aspirations into tangible...


  • Kansas City, Missouri, United States UMB Financial Corporation Full time

    About the Role:The Private Wealth Management team at UMB Financial Corporation is seeking a highly skilled and detail-oriented Business Operations Specialist to join our team. As a key member of our operations team, you will play a critical role in ensuring the smooth execution of our business operations and delivering exceptional service to our clients.Key...


  • Kansas City, Missouri, United States Crawford Architects, LLC Full time

    Job OverviewCrawford Architects, LLC is seeking a dedicated and skilled Financial Operations Specialist who thrives in a dynamic and fast-paced setting. This role is crucial for overseeing the firm's financial accounts while upholding Crawford Architects' values, mission, and objectives. The ideal candidate will demonstrate meticulous attention to detail and...


  • Kansas City, Missouri, United States Kansas City, MO School District Full time

    Job Title: Financial SpecialistJob Summary:The Financial Specialist will provide critical support to the Director of Finance & Benefit Services, ensuring the efficient processing of billing from transportation vendors, preparation of schedules for audit requests, and monthly review of source documents from transportation vendors in compliance with MO DESE...


  • Kansas City, Missouri, United States Commerce Bank Full time

    About This RoleThe Bank Operations Specialist plays a vital role in ensuring the smooth operation of various business units across the division. This position requires a detail-oriented individual with excellent communication skills to provide coverage for different areas, including Wire Transfer, ACH, Trust Operations, Capital Markets Group Operations, and...


  • Kansas City, Missouri, United States BOK Financial Full time

    Position Overview:The Securities Operations Specialist I plays a crucial role in managing all transactional activities that support Wealth Management accounts within the trust and/or bond accounting systems. This position encompasses the setup and maintenance of securities, processing transactions, executing trades, managing settlements, handling foreign...


  • Kansas City, Missouri, United States BOK Financial Full time

    Position Overview:The Securities Operations Specialist I plays a crucial role in managing all transactional activities that support Wealth Management accounts within the trust and/or bond accounting systems. This includes the establishment and upkeep of securities, processing transactions, executing trades, managing settlements, handling foreign currency...


  • Kansas City, Missouri, United States LHH Recruitment Solutions Full time

    Job OverviewLHH Recruitment Solutions is collaborating with a Non-Profit Organization seeking to enhance their workforce by hiring a Financial Operations Specialist.Administrative and Document Management: Oversee shared email accounts to manage and print necessary documentation, responding to or redirecting emails as required. Offer administrative assistance...


  • Alexander City, Alabama, United States augmentjobs Full time

    Job Title: Financial Operations SpecialistJob Overview:As a Financial Operations Specialist at Augment Jobs, you will play a pivotal role in monitoring and analyzing financial data to ensure accuracy in reporting and driving efficiency in financial operations. You will collaborate with internal departments to optimize financial processes, ensuring compliance...


  • Kansas City, Missouri, United States NESCO Inc Full time

    Job Summary:NESCO Inc is seeking a highly skilled and detail-oriented Project Financial Analyst to join our team. As a key member of our financial operations team, you will be responsible for ensuring the accuracy and compliance of financial transactions related to our projects.Key Responsibilities:Review and verify vendor invoices for compliance with...


  • Missouri City, Texas, United States AnchorCM Full time

    Job OverviewPosition SummaryThis is an on-site opportunity for an Accounts Payable role at AnchorCM. The position focuses on overseeing and executing payment processes, validating and reconciling invoices, and ensuring the maintenance of precise financial documentation. Additionally, the role entails preparing detailed expense reports and collaborating...


  • Kansas City, Missouri, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled Loan Support Specialist to join our team. As a key member of our Midland organization, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Transaction Support: Assist in the processing and administration of commercial loan...

  • Financial Planning

    1 week ago


    Jersey City, New Jersey, United States AmTrust Financial Full time

    Financial Planning & Analysis SpecialistJob OverviewWe are in search of a meticulous and proactive Financial Planning & Analysis Specialist to enhance our finance division. The selected candidate will collaborate closely with FP&A leadership, playing a crucial role in delivering insightful financial evaluations that support strategic decision-making. This...

  • Financial Planning

    2 weeks ago


    Jersey City, New Jersey, United States AmTrust Financial Full time

    Financial Planning & Analysis SpecialistJob OverviewWe are looking for a meticulous and forward-thinking Financial Planning & Analysis Specialist to enhance our finance division. The successful candidate will collaborate closely with FP&A leadership, delivering comprehensive financial insights that support strategic decision-making. This role is crucial for...


  • Missouri City, Texas, United States AnchorCM Full time

    Job OverviewPosition SummaryThis role is for an Accounts Payable Analyst at AnchorCM. The primary responsibility involves overseeing and executing payment processes, ensuring the accuracy of invoices, and maintaining comprehensive financial documentation.Key ResponsibilitiesManage and process vendor payments efficiently.Verify and reconcile invoices to...


  • Kansas City, Missouri, United States UMB Financial Corporation Full time

    The Private Wealth Management division is dedicated to managing, safeguarding, and enhancing client assets. As a fiduciary, we strive to achieve favorable financial outcomes for our clients through collaborative, team-oriented advice. Our approach involves creating comprehensive and personalized financial strategies that transform aspirations into reality,...

  • Office Coordinator

    2 weeks ago


    Missouri City, Texas, United States Complete Health & Wellness Full time

    Job OverviewComplete Health and Wellness is seeking a dedicated full-time Office Coordinator - Financial Records Specialist to enhance the efficiency of our integrative healthcare practice while delivering exceptional client service. This role offers a competitive salary of up to $40.00/hour based on experience.Along with competitive compensation and a...