Financial Management Specialist
4 days ago
About the Role:
We are looking for a highly motivated and organized Financial Management Specialist to join our team at Platinum Financial Management Inc. The ideal candidate will have a strong background in financial management, accounting principles, and business operations.
Key Responsibilities:
- Provide exceptional customer service and manage daily client communication
- Process accounts payable, credit card coding, and daily bank deposits
- Conduct account research to resolve billing discrepancies and perform monthly bank reconciliations
- Prepare month-end and year-end reports, as well as process year-end data for 1099 preparation
- Maintain strong knowledge of debit/credit double-entry system and ensure accurate financial records
Requirements:
To be successful in this role, the candidate must possess:
- A minimum of 3 years of experience in accounting or finance
- Strong knowledge of MS Office, Excel, and Word
- Excellent organizational, communication, and time management skills
- Able to work independently with minimal supervision and prioritize tasks effectively
- A neat and professional appearance
Compensation and Benefits:
The estimated salary range for this position is $60,000 - $75,000 per annum, depending on experience. Additionally, we offer a comprehensive benefits package that includes health insurance, retirement plan, and paid time off.
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