Financial Operations Assistant

2 weeks ago


New Berlin, Wisconsin, United States Optimum Crush Full time

Company:
Optimum Crush

Position:
Financial Operations Associate, Part-Time

Location:
Remote/Hybrid

Schedule:
Flexible working hours, 10-20 hours/week

Overview

Under the supervision of the Controller, the Financial Operations Assistant is responsible for executing general financial tasks in alignment with established protocols and accounting standards.

Key Responsibilities

This list of responsibilities is not exhaustive and may be broadened to encompass additional tasks as deemed necessary by management.

  1. Manage accounts receivable processes; generate invoices for clients; organize and categorize incoming payments; record cash transactions and prepare bank deposits.
  2. Ensure timely deposit of received payments into the company’s financial accounts.
  3. Oversee accounts payable functions; validate invoices against purchase orders and receiving documentation; address discrepancies; initiate payment requests for invoices.
  4. Prepare and distribute payments as required.
  5. Compile and process various financial reports as requested by management.
  6. Conduct reconciliations for checking and savings accounts.
  7. Assist with additional financial tasks such as tax preparation and the generation of monthly and annual financial statements.
  8. Maintain and organize clerical records and documentation.
  9. Adhere to all organizational procedures and standards.
  10. Comply with all relevant quality, safety, and sanitation regulations.
Qualifications

To successfully fulfill this role, an individual must be capable of performing each essential duty effectively. The qualifications listed below represent the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.


Education and Experience

A minimum of two years of college education along with two years of relevant experience, or five years of related experience is required.



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