Financial Management Specialist

4 days ago


Hollywood, California, United States PLATINUM FINANCIAL MANAGEMENT INC Full time

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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