Financial Management Specialist

3 weeks ago

Belen, New Mexico, United States Jackson Hewitt - 2861 Full time
Job Description

We are seeking a detail-oriented and organized Financial Management Specialist to manage client's financial records. The ideal candidate will work closely with the management team to provide financial insights and ensure that the company's financial health is maintained. This position requires someone who is self-motivated, thorough, and able to handle sensitive financial data.

Key Responsibilities:
  • Responsible for daily transaction categorizations in clients' books, creating at least monthly financial reports (P&L and Balance Sheet at a min) and providing to clients, using mainly QuickBooks Online but possibly other tools as needed, requested.
  • Maintain and update financial records such as ledgers, balance sheets, income statements, and trial balances.
  • Process accounts payable and receivable, ensuring timely and accurate payments and invoices.
  • Manage payroll activities, including calculating employee wages, processing deductions, and filing payroll taxes.
  • Reconcile bank accounts, credit cards, and other financial accounts on a regular basis.
  • Prepare monthly, quarterly, and annual financial reports for management review.
  • Ensure compliance with federal, state, and local legal requirements by studying new legislation and advising management on necessary actions.
  • Assist in preparing for audits by providing necessary documentation and reports.
  • Maintain a general understanding of applicable tax laws and ensure all tax obligations are met.
  • Monitor cash flow and report on financial health to senior management.
  • Record financial transactions and prepare adjusting journal entries as needed.
  • Collaborate with tax preparers, accountants and financial advisors for more complex financial needs and for year end obligations.
Qualifications:
  • Proven experience as a Bookkeeper or in a similar financial role.
  • Strong knowledge of basic accounting principles and financial practices.
  • Proficiency in QuickBooks Online and other similar systems.
  • Excellent organizational and time management skills.
  • Strong attention to detail and high level of accuracy.
  • Ability to work independently and handle multiple tasks with minimal supervision.
  • Good communication skills for working with management and external stakeholders.
  • Knowledge of federal, state, and local tax laws and compliance regulations.
Education & Experience:
  • High school diploma or equivalent required; an associate degree in accounting, finance, or a related field is preferred.
  • Minimum of 2-3 years of experience in bookkeeping or accounting.
  • Certification in bookkeeping (e.g., Certified Bookkeeper, QuickBooks Certification) is a plus.
Work Environment:
  • Primarily remote with some required in office time during the months of January-April
  • May require occasional meetings or visits to clients if requested.

Flexible work from home options available.

Estimated salary: $70,000 - $90,000 per year, depending on experience and qualifications.

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