Financial Record Specialist

2 weeks ago


Dallas, Texas, United States Jobot Full time
Job Overview:
We are currently seeking a dedicated and detail-oriented Financial Record Specialist to become an integral part of our finance team at Jobot. This is a permanent position that offers a chance to significantly contribute to the financial stewardship of our organization.

About Us:
As a growing CPA firm, we pride ourselves on providing exceptional financial services and fostering a collaborative work environment.

Key Responsibilities:
In this role, you will be responsible for a variety of essential tasks, including but not limited to:
1. Preparing comprehensive financial statements, business activity reports, and forecasts for financial positions.
2. Maintaining the general ledger and executing monthly closing procedures.
3. Ensuring adherence to federal, state, and local financial regulations.
4. Managing payroll processes and preparing payroll reports.
5. Compiling quarterly and annual financial reports.
6. Assisting clients with inquiries related to accounting software and payroll.
7. Overseeing payroll tax reporting and compliance.
8. Collaborating with management to develop budgets.
9. Conducting statement reconciliations and managing debts.
10. Providing bookkeeping services, including accounts payable and receivable, as well as bank reconciliations.
11. Working alongside the finance team to enhance financial processes and systems.

Qualifications:
The ideal candidate will possess the following qualifications:
1. A minimum of 5 years of experience in a similar financial role.
2. A Bachelor’s degree in Accounting, Finance, or a related discipline; CPA certification is advantageous.
3. Proficiency in preparing financial statements and payroll reports.
4. Extensive experience with QuickBooks and other accounting software.
5. Strong knowledge of finance, accounting principles, budgeting, and cost control.
6. Excellent mathematical skills and a solid understanding of data privacy standards.
7. Exceptional attention to detail with the ability to identify numerical discrepancies.
8. Capability to interpret and analyze financial documents and reports.
9. Strong written and verbal communication skills.
10. Ability to work independently, manage diverse workloads, and meet deadlines effectively.

Join Our Team:
At Jobot, we offer a rewarding career path where your expertise will be recognized, your skills will be enhanced, and your professional growth will be supported in a nurturing environment.

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