Financial Operations Specialist

3 weeks ago

San Diego, California, United States LeSar Holdings Full time
Job Summary

We are seeking a highly skilled Financial Operations Specialist to join our team at LeSar Holdings. This role will be responsible for maintaining accurate financial records across a portfolio of companies by recording, managing, and monitoring all financial transactions.

Key Responsibilities:

  • Full Charge Bookkeeping: Manage all aspects of the portfolio's full-cycle accounting, including record keeping, pre-tax preparation, bank & trust account reconciliation, cash flow, auditing, account management, and reporting.
  • Corporate Cards: Oversee the handling of corporate cards, including card issuance, expense tracking, receipt collection, employee training, and security.
  • Support: Partner and collaborate with cross-functional teams and vendors for a seamless execution of accounting operations.

Requirements:

  • High school diploma or equivalent is required.
  • Associate's or Bachelor's degree in accounting, finance, or a related field is preferred.
  • 5+ years' experience as a bookkeeper or similar role.
  • Proven operational and technical accounting skills, including debits, credits, and Generally Accepted Accounting Principles (GAAP).
  • Proficiency with Microsoft Office Suite (Excel, Word, Outlook, Teams, etc.) and accounting software (e.g., QuickBooks, Xero, Sage).

Competencies:

  • Detail-oriented: Pays close attention to work product to avoid quantitative and formatting errors in work product.
  • Time Management: Demonstrates accountability by providing timely responses to inquiries and completing deliverables on time.
  • Proven critical thinking: Organizes work, sets priorities, and exercises sound judgment within areas of responsibility.
  • Exercises Discretion: Prudently handles sensitive information in a professional and confidential manner.
  • Initiative: Self-starter who is resourceful and actively seeks out opportunities to contribute without waiting for instructions.
  • Effective Communicator: Can clearly, accurately, and concisely articulate thoughts and ideas to a variety of audience shapes and sizes both verbally and in writing.
  • Tech savvy: Possesses digital literacy and is forward thinking when leveraging technology to improve processes and work.
  • Analytical thinking: Possesses a keen eye for process improvement opportunities.
  • Relationship Management: Utilizes superior interpersonal skills to collaborate and support internal and external project teams.
  • Strong collaborator: Works cooperatively and effectively with others in order to make progress toward a common goal.
  • Possesses emotional intelligence: Cultivates and manages relationships and demonstrates self-awareness and self-management.
  • Problem-solving: Remains solutions-oriented leveraging critical thinking and creativity to drive results.
  • Embraces Change: Able to easily adapt to changing business needs and can operate with ambiguity.
  • Establishes and maintains reliability: Can be depended upon to support the team on projects and responsibilities.
  • Flexibility and adaptability: Thrives in a fast-paced and dynamic environment with multiple changing priorities.

Working Hours and Location:

Standard hours Monday-Friday, eight hours per day. This position is primarily remote and may require occasional travel.

Travel Requirements:

Up to 5% local and domestic travel.

Perks and Benefits:

  • Discretionary bonus eligible
  • Medical, dental, vision, and FSA plans
  • Long-term Disability
  • Basic Term Life and AD&D
  • 401K with company matching
  • Employee Assistance Plan
  • Unlimited Vacation Time for full-time employees
  • Paid Sick Leave
  • 11 paid holidays including Cesar Chavez Day and Juneteenth
  • Monthly stipend for phone, internet, and office supplies
  • Office Set-up Allowance
  • Career Growth Opportunities
  • Amazing environment and culture

Base Pay Range: $74,880-$87,360 annualized

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