Financial Expert for Business Growth
7 days ago
We are seeking a highly skilled Financial Expert to join our team at The Million Dollar Solution. As a key member of our accounting team, you will be responsible for coordinating all financial functions for multiple small businesses.
Your primary focus will be on ensuring accurate and complete financial records, maintaining software updates, and utilizing various applications and systems.
Key Responsibilities:- Coordinate daily, weekly, and monthly bookkeeping needs for multiple companies under mutual ownership.
- Set up recurring charges to post automatically, such as membership fees according to level.
- Reconcile monthly bank statements with QuickBooks records.
- Review account discrepancies weekly with the Business Financial Analyst.
- Process accounts payable through appropriate channels and record in QuickBooks.
- Ensure timely receipt of AR; follow up with payees and resolve discrepancies in charges.
- Review monthly credit card statements and obtain receipts for expenses.
- Maintain proper expense coding and set up vendor information.
- Run specified reports weekly and monthly: P&L, Cash Flow Statement, Balance Sheet.
- Set up accounts in states where there are taxable products, such as recruiting searches.
- Proactively coordinate and file annual insurance renewals.
- Coordinate accounting functions for PPS, JDS, JELD, and Million Dollar Solution.
- Comply with federal, state, and company policies and procedures.
- Perform member customer service related to payment of membership fees and conference registrations.
- Assist the Business Financial Analyst with financial consulting needs and reports.
- Prepare accurate financial statements, including balance sheets, income statements, and cash flow statements.
- Conduct detailed financial analyses to identify trends and opportunities for improvement.
- Develop and implement robust financial systems and controls.
- Engage in budget preparation and financial forecasting.
- High School Diploma or equivalent experience needed with at least two years of bookkeeping or related experience.
- Associates degree in accounting preferred.
- Proficient in general accounting knowledge.
- Excellent organizational skills.
- High degree of accuracy and attention to detail.
- Sound verbal and written communication skills.
$65,000 - $75,000 based on experience.
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