Financial Operations Specialist

4 days ago


Trumbull, Connecticut, United States IDOC LLC Full time
Job Summary

We are seeking a highly skilled Financial Operations Specialist to join our team at IDOC LLC. This role will involve actively managing the financial operations of a portfolio of optometrist clients, including bookkeeping, payroll, and accounts payable.

About the Role

  • Oversee the financial reporting process for Independent Practice Owners (our Members).
  • Assist in coding transactions, coordinate with owners on decision to expense or capitalize equipment purchases.
  • Reconcile accounts and close books monthly.
  • Support payroll process, including processing payroll, paying taxes, and filing payroll reports.

Requirements

  • Proficient in QuickBooks Online.
  • QuickBooks Payroll, Gusto Payroll, ADP and/or Paychex proficiency preferred.
  • Expert skills in Excel spreadsheet (i.e. Pivot tables, v Lookup, and other Excel functions) and competency with other Microsoft Office applications.
  • Must have excellent written and verbal communication skills, excellent time management skills, strong decision-making ability, and excellent attention to detail.

Salary Range: $55,000 - $65,000 per annum.



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