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Financial Operations Manager

1 month ago

Santee, California, United States Flores Financial Services Inc Full time
Job Summary

The Financial Operations Manager will lead the accounting team to ensure excellent customer service, team accountability, and accurate and timely financials to clients. Responsibilities include managing the accounting team and client base, focusing on accountability of deliverables to clients, and ensuring customer financials are accurate and customer service is stellar.

Key Responsibilities
  • Oversee and develop staff to ensure an accountable and productive team that drives customer value and overall company success
  • Manage and foster the growth and goals of your team through monthly coaching sessions and ensure regular performance reviews have been conducted
  • Plan, direct, and coordinate work plans; assign projects, programs, and activities; review and evaluate work products, methods, and procedures; identify and resolve problems
  • Advise staff on the handling of non-routine transactions
  • Ensure work is properly allocated amongst the team and is accurate and completed in a timely manner
  • Prepare timely monthly, quarterly, and annual financial statements, including balance sheets, income statements, and cash flows
  • Research accounting issues for compliance with generally accepted accounting principles
  • Work with CPAs at year-end to ensure they receive final books and that AJEs are booked to tie to the Income Taxes
  • Review and file quarterly sales tax returns, analyzing any variances
  • Ensure 1099s are filed accurately
  • Design custom reports for clients as requested
  • Prepare and/or review ledger entries
  • Perform account analysis and reconciliation, including bank statements and intercompany general ledger accounts
  • Analyze and correct current period errors in the general ledger
  • Communicate and conduct in-person meetings with direct clients regularly
  • Participate in new employee candidate interview processes
  • Maintain confidentiality of clients
  • Perform other duties as assigned
Requirements
  • Solid interpersonal skills
  • Proficiency with basic Microsoft Office applications
  • Experience using MAS 100, Intacct, Compeat, QuickBooks applications is desirable
  • Experience in Retail or Hospitality Accounting is preferred
  • Degree in accounting or a related area or equivalent experience is required
  • Minimum of five years bookkeeping experience
  • Ability to follow pre-established guidelines to perform a variety of functions
  • Ability to follow professional appearance and dress code guidelines
  • Strong organizational and problem-solving skills
  • Ability to multi-task, work under pressure, and meet deadlines
  • Ability to communicate effectively and professionally with clients and team is essential
  • Ability to lead, train, and supervise others
  • Ability to work independently