Financial Operations Associate

2 weeks ago

Plano, Texas, United States Zips Car Wash Full time
Job Overview

The Financial Operations Associate plays a crucial role in the meticulous processing and documentation of invoices, expense claims, and vendor payments. This position requires a keen eye for detail and the ability to resolve discrepancies efficiently while adhering to company policies and standards.


Key Responsibilities
  • Validate and process expense claims; reconcile financial reports with account balances and other documentation.
  • Manage vendor payments, including verification of identification numbers, reviewing purchase orders, and addressing any discrepancies.
  • Ensure timely crediting of outstanding obligations upon payment, identify opportunities for discounts, and manage purchase order modifications or stop-payment requests as necessary.
  • Calculate and report applicable sales tax based on processed invoices.
  • Guarantee accurate and timely payments to vendors.
  • Review invoices for correctness and eligibility for payment.
  • Verify payments prior to CFO approval by reviewing checks and vouchers.
  • Maintain thorough records of purchases for tax preparation and periodic audits.
  • Ensure W-9 forms are collected from all vendors and periodically review vendor information for accuracy.
  • Maintain organized filing and storage of records for audit purposes.
  • Process manual check requests as needed.
  • Monitor email communications to ensure timely and accurate entry of invoices into the accounts payable system.
  • Address vendor inquiries and resolve issues promptly.
  • Keep documentation updated and ensure portal accounts are current.
  • Oversee the complete setup of vendors, ensuring all necessary documentation, including W-9 forms, is collected and verify 1099 eligibility.
  • Assist with manual check processing and Concur maintenance.

Note

This job description is not exhaustive and may be subject to change. Employees may be required to perform additional job-related tasks as assigned by authorized personnel.

All responsibilities are essential functions and are subject to modification to accommodate individuals with disabilities.

Successful candidates will possess the necessary skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.


Qualifications

To excel in this role, candidates should have:

  • A high school diploma is required; a degree in Business or Accounting is preferred.
  • Certification as a Certified Accounts Payable Professional (CAPP) is advantageous.
  • Reliability and a strong sense of trustworthiness.
  • Proficiency in Microsoft Office Suite or similar software.
  • Ability to learn new accounting software systems.
  • Excellent organizational skills and meticulous attention to detail.
  • Capability to maintain confidential and precise records.

Work Environment

The physical demands of this position include prolonged periods of sitting at a desk and working on a computer.

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