Financial Operations Specialist

4 weeks ago


Cleveland, Ohio, United States Jobot Full time

About the Role:

We are seeking a highly skilled Assistant Controller to join our team at Jobot. As a key member of our financial operations, you will play a pivotal role in maintaining the financial health of our organization.

Responsibilities:

  • Assist in the preparation of financial reports in accordance with GAAP, ensuring accurate and timely reporting of all monthly financial information.
  • Oversee the financial analysis, budgeting, and forecasting processes, providing critical insights and recommendations to senior management.
  • Manage and monitor all aspects of the company's financial accounting systems, including the fixed asset accounting system.
  • Ensure all financial transactions are correctly recorded, reconciled, and reported in accordance with company policies and procedures.
  • Support the Controller in the development and implementation of financial policies and procedures to enhance the workflow of the department.
  • Assist in managing the company's banking relationships and ensure accurate and timely reconciliation of all bank accounts.
  • Lead the monthly reporting process, ensuring all reports are accurate, complete, and delivered on time.
  • Support the cost accounting function, including inventory valuation, cost analysis, and margin analysis.
  • Utilize advanced Excel skills to perform complex financial modeling and analysis.

Requirements:

  • Bachelor's degree in Finance, Accounting, or a related field.
  • Minimum of 5 years of experience in a finance role with a focus on financial analysis, budgeting, forecasting, fixed asset accounting, monthly reporting, cost accounting, and reporting.
  • Solid understanding of GAAP and banking practices.
  • Exceptional analytical skills with the ability to gather, analyze, and interpret financial data.
  • Proficient in Microsoft Excel, including the ability to create complex financial models and perform advanced functions.
  • Strong organizational skills with the ability to manage multiple tasks simultaneously and meet tight deadlines.
  • Excellent communication skills, both written and verbal, with the ability to present financial data to non-financial stakeholders in a clear and concise manner.
  • CPA or CMA certification is preferred but not required.
  • Experience with financial software and systems is a plus.

About Jobot:

Jobot is a trusted and well-established insurance agency with a long-standing presence since 1925. We serve a wide range of clients across all 50 states, offering risk management, insurance solutions, bonding, employee benefits, and financial services. Our diverse clientele spans industries such as manufacturing, construction, distribution, and transportation, among others. Built on a foundation of personalized service and decades of experience, we exceed industry standards in providing tailored solutions. Our comprehensive approach ensures seamless coverage, faster service, and unwavering dedication to both individual and business needs, from local operations to global enterprises.

Why Work with Us:

  • Great company culture
  • Competitive salary
  • Talented and tenured team
  • Great comprehensive benefits
  • Remote flexibility


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