Financial Manager

5 days ago


Pleasanton, California, United States LTD Global Full time
Job Overview
We are seeking a skilled Financial Manager to join our team at LTD Global. This role is responsible for managing accounting operations, communicating with clients, and collaborating with the accounting team.

Key Responsibilities:
• Serves as primary contact with Client; manages day-to-day operations with team members
• Reviews and maintains accounting checklists
• Provides financial information to management by researching and analyzing accounting data; preparing reports
• Looks for opportunities to improve client accounting processes; inclusive of software automation
• Prepares asset, liability, and capital account entries by compiling and analyzing account information
• Documents financial transactions by entering account information
• Recommends financial actions by analyzing accounting options
• Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports
• Substantiates financial transactions by auditing documents
• Maintains accounting controls by preparing and recommending policies and procedures
• Reconciles financial discrepancies by collecting and analyzing account information
• Secures financial information by completing database backups
• Maintains financial security by following internal controls
• Prepares payments by verifying documentation, and requesting disbursements
• Answers accounting procedure questions by researching and interpreting accounting policy and regulations
• Complies with federal, state, and local financial legal requirements by studying existing and new legislation, enforcing adherence to requirements, and advising management on needed actions
• Prepares special financial reports by collecting, analyzing, and summarizing account information and trends

Requirements/Experience:
• 3+ years full-cycle accounting experience
• Non-profit entity experience preferred
• Demonstrated ability of servicing clients
• Microsoft Dynamics SL experience preferred
• QuickBooks experience required
• Sage, Great Plains, and/or SAGE experience preferred
• Accounting degree preferred
• Strong ability to review financials
• Inventory/Manufacturing experience a plus
• Excellent written and verbal communications skills
• Technically savvy, able to learn new software; software integration experience strongly preferred

Estimated Salary:$65,000-$80,000 per year, based on industry standards and location.

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