Client Relations and Financial Specialist

2 weeks ago


Denver, Colorado, United States Brainstorm Business Services Full time
Job Overview

About Our Company

At Brainstorm Business Services, we are committed to delivering exceptional financial insights to entrepreneurs, enabling them to concentrate on the effective management of their enterprises. Our enthusiasm for our work drives us to seek out individuals who share our values. Our skilled team of financial professionals expertly manages numerous client accounts with meticulous attention to detail and superior accounting proficiency. We operate entirely remotely, serving clients primarily across various states while continuously broadening our service area.

Position Summary

In this role, you will oversee the financial records for a diverse array of clients spanning multiple sectors, with our supportive team always available to assist you as needed. Key responsibilities include:

  • Administering Accounts Payable through software solutions such as Bill, Ramp, and QuickBooks Online.
  • Handling Accounts Receivable, which includes monitoring retainers and job-costing.
  • Managing inventory control using integrated software like Inflow and SOS Inventory.
  • Executing sales and sales tax reconciliations via POS systems, including Shopify, Square, and Stripe.
  • Establishing and overseeing payroll processes through platforms like Gusto and QuickBooks Online.
  • Conducting Month-End Closures in QuickBooks and Xero, which includes bank and financial statement reconciliations.
  • Delivering tailored financial reports and engaging with clients for monthly evaluations.
  • Providing outstanding customer service through effective client management and advisory services.

Qualifications:

  • Robust accounting background with a thorough understanding of US GAAP.
  • Demonstrated proficiency in QuickBooks Online with at least two years of recent, hands-on experience.
  • Proven expertise in Xero with a minimum of two years of recent, hands-on experience.
  • Experience in managing POS integrations (e.g., Amazon, Paypal, Shopify, Square, Stripe, Toast).
  • Experience in delivering full charge accounting services (both accrual and cash basis) to multiple clients.
  • Exceptional attention to detail and accuracy in maintaining financial records.
  • Ability to work independently while demonstrating resourcefulness, alongside a strong team-oriented approach.
  • Effectively manages multiple priorities with efficiency.
  • Skilled in creating and documenting workflows, processes, and communications.
  • Comfortable conducting meetings with clients via Zoom or Teams, capable of presenting financial data and addressing inquiries directly.
  • Located in the United States with the ability to work from a professional home office.

Preferred Qualifications:

  • Degree in Accounting.
  • CPA Certification.
  • Experience in the construction or manufacturing sectors, focusing on job costing and inventory management.
  • Experience in E-commerce, healthcare, or restaurant industries, managing POS integration with QuickBooks Online or Xero, including reconciling sales revenue and sales tax reports.


  • Denver, Colorado, United States Bill Knight - State Farm Agent Full time

    Join a Dynamic Team with a State Farm AgentWe are seeking an enthusiastic individual to become a part of our State Farm independent contractor agent's team. If you are passionate about customer service and enjoy fostering connections, this role may be an excellent fit for you. As a Client Relations Specialist, you will collaborate with a reputable provider...


  • Denver, Colorado, United States Western Paper Co Full time

    Client Relations Specialist Location: Denver, Colorado Western Paper Co is actively searching for a dedicated Client Relations Specialist to join our team. This is a fantastic opportunity for enthusiastic and skilled individuals. In this role, you will engage with our clients, assisting them in resolving inquiries related to their orders or accounts. This...


  • Denver, Colorado, United States PIIAC Full time

    The Client Relations Specialist plays a crucial role in supporting Account Managers and Benefits Consultants in managing employee benefits accounts. This position is ideal for a meticulous and organized individual. The Client Relations Specialist delivers exceptional customer service and fosters professional relationships with client contacts while providing...


  • Denver, Colorado, United States American Income LifeGlobe Life - Krueger Organization Full time

    About the CompanyAmerican Income Life/Globe Life - Krueger Organization is a distinguished provider of high-quality products and services, boasting a legacy of over 70 years in catering to a varied clientele. We are in the process of expanding our team and are on the lookout for a Sales and Client Relations Specialist.Job Title: Sales and Client Relations...


  • Denver, Colorado, United States Rinkerpipe Full time

    Why Join Our Team?Becoming a part of Rinker means joining a dedicated team focused on creating a positive impact. At Rinker, you are not merely involved in construction; you are contributing to the advancement and enhancement of communities.As a Client Relations Specialist, your primary responsibility will be to prepare estimates and quotes for project...


  • Denver, Colorado, United States Banfield Pet Hospital Full time

    Client Service CoordinatorAs a vital member of our team at Banfield Pet Hospital, you will play a key role in ensuring a seamless experience for our clients and their beloved pets. Your responsibilities will include:Facilitating the movement of clients and their pets throughout the facilityEnhancing the efficiency of the veterinary medical teamMaintaining...


  • Denver, Colorado, United States Claire Myers Consulting Full time

    Company OverviewClaire Myers Consulting is a leading Wealth Management Advisory firm dedicated to delivering exceptional investment, financial planning, and tax services. We are in search of a motivated, detail-oriented Client Service Associate who excels in a collaborative environment.Key ResponsibilitiesSupport the daily functions of the firmUphold a...


  • Denver, Colorado, United States Claire Myers Consulting Full time

    Company OverviewClaire Myers Consulting is a leading Wealth Management Advisory firm that specializes in delivering premium investment strategies, comprehensive financial planning, and tax advisory services. We are currently in search of a motivated and detail-oriented Client Service Associate who excels in a collaborative environment.Key...


  • Denver, Colorado, United States OneMain Financial Full time

    About the RoleAt OneMain Financial, we're committed to improving the financial well-being of hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in helping customers achieve their financial goals by providing access to responsible and affordable financing options.Key ResponsibilitiesDeliver results related to individual...


  • Denver, Colorado, United States Evans Financial Group Full time

    Position OverviewThe successful candidate for this role will demonstrate outstanding organizational capabilities, meticulous attention to detail, and effective communication skills. They will excel in managing multiple responsibilities while fostering and nurturing client relationships with professionalism and promptness.Essential QualificationsA Bachelor's...


  • Denver, Colorado, United States SIXT USA Full time

    Job OverviewThe Client Relations Specialist at SIXT USA is responsible for delivering exceptional service at the exit booth. This role involves verifying customer documentation, confirming vehicle details, ensuring gate security, and addressing any inquiries or requests from customers. Additionally, the specialist will greet customers upon their return and...


  • Denver, Colorado, United States Ecssecurity Full time

    Ecssecurity is actively seeking dedicated Client Relations Specialists to join our expanding team. As a family-oriented business with ambitious growth objectives, we pride ourselves on delivering top-notch customer service alongside cutting-edge security solutions.Our U.L. Certified Central Station has received a prestigious TMA Five Diamond Certification,...


  • Denver, Colorado, United States SRS Acquiom Full time

    About SRS AcquiomSRS Acquiom is a prominent innovator in the financial services technology sector, recognized for its consistent growth, profitability, and pioneering solutions. Founded in 2007, we have significantly transformed the landscape of Mergers and Acquisitions (M&A) and Loan Agency transactions on a global scale. Our extensive range of services...


  • Denver, Colorado, United States Thrive Financial Recruiting Full time

    Job SummaryThrive Financial Recruiting is seeking a highly motivated and detail-oriented Financial Operations Specialist to join our team. As a key member of our financial operations team, you will be responsible for managing the bookkeeping for our commercial real estate investments.Key Responsibilities:Download and code bank and credit card transactions in...


  • Denver, Colorado, United States Forcreativegirls Full time

    Role Overview:The primary objective of the Client Relations Specialist is to assist customers with inquiries regarding our Forcreativegirls offerings, services, or any challenges they may encounter. Customer Engagement:This role emphasizes enhancing customer interaction with our products to ensure comprehensive adoption and provide an experience that...


  • Denver, Colorado, United States VCA Animal Hospitals Full time

    Client Relations SupervisorWe are looking for a seasoned Client Relations Professional to join our leadership team as a Client Relations Supervisor.Under the guidance of the Hospital Director and Client Relations Manager, the Client Relations Supervisor is responsible for a variety of complex administrative tasks that are crucial to delivering high-quality...

  • Service Associate

    6 days ago


    Denver, Colorado, United States Truist Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Service Associate to join our team at Truist Financial. As a Service Associate, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesSet up new client accounts and complete customer data entry according to procedures.Process...


  • Denver, Colorado, United States City and County of Denver Full time

    About Our Organization At the City and County of Denver, we pride ourselves on offering competitive compensation, exceptional benefits, and a wealth of opportunities for personal and professional growth. Our mission is to work with purpose, benefiting both our employees and the community we serve. Join our diverse and talented team of over 11,000 individuals...


  • Denver, Colorado, United States Sparks Financial Full time

    About Sparks FinancialSparks Financial is a comprehensive wealth management firm dedicated to delivering an exceptional experience to our esteemed clients. Our mission is to assist individuals in defining, building, and enjoying prosperous lives, and we take pride in being part of the Northwestern Mutual Private Client Group to realize this mission....


  • Denver, Colorado, United States YZE Group Full time

    About Yze Group LLCYze Group is a privately owned enterprise focused on real estate development across New Jersey and neighboring regions. Our objective is to deliver high-quality, family-oriented residences that enhance the lifestyles of our residents. We prioritize quality construction, exceptional customer service, and architectural integrity.As a...