Financial Operations Specialist

5 days ago


Minneapolis, Minnesota, United States Roers Companies Full time
About the Role

We are seeking a highly skilled and detail-oriented Financial Operations Specialist to join our team at Roers Companies. As a key member of our shared services team, you will play a critical role in driving select accounting operations, assisting with financial close steps, and supporting month-end and year-end close processes.

Key Responsibilities
  • Accounting Operations: Drive select accounting operations, including accounts receivable, accounts payable, credit cards, and intercompany billings.
  • Financial Close: Assist with monthly financial close steps and assist with financial statement preparation.
  • Month-End and Year-End Close: Support month-end and year-end close processes, ensuring timely and accurate completion.
  • Customer Billings: Review and send customer billings, ensuring accuracy and compliance.
  • Business Process Documentation: Document business processes and accounting policies to maintain and strengthen internal controls.
  • Ad-Hoc Activities: Engage in ad-hoc activities, such as audit, tax, or other tasks as assigned.
  • Vendor Management: Check problem and vendor accounts, answer vendor questions, and prepare vendor 1099 federal forms at year-end.
  • Reconciliation: Reconcile vendor statements, research, and correct discrepancies.
  • Procure to Pay: Support business unit customers and vendors through the procure to pay process.
  • Credit Card Activity: Reconcile daily credit card activity to ensure timely documentation.
  • Collections: Assist in monitoring customer collections and follow up as needed.
  • Investor Distributions: Assist with quarterly investor distributions.
  • Credit Card Administration: Work with the Shared Services manager on the administration of corporate credit cards.
Requirements
  • Education: Associate's or bachelor's degree preferred.
  • Teamwork: Thrives working in a team setting.
  • Technical Skills: Familiarity with Word and Excel, working knowledge of basic accounting functions and practices.
  • Confidentiality: Ability to manage confidential, sensitive, and proprietary information.
  • Communication: Effective communication skills.
  • Self-Starter: Self-starter, open to new challenges.
  • Time Management: Ability to prioritize tasks and manage time effectively.
  • Independence: Able to work independently and with a team in a fast-paced and high-volume environment with emphasis on accuracy, customer service, and timeliness.


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