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Financial Reporting Specialist
1 month ago
This is an exciting opportunity to join Insource Services as a Financial Reporting Specialist. As a key member of our team, you will be responsible for overseeing and performing various financial reporting and oversight activities related to the financial wellbeing of our clients.
Key Responsibilities- Manage monthly, quarterly, and annual financial close, as well as related reporting in accordance with GAAP and client internal control policies.
- Establish schedules and processes for compiling, processing, and reporting financial data, and oversee the technical quality of financial and accounting work delivery for team quality control on day-to-day operations, as well as monthly, quarterly, and annual close.
- Maintain GL and process journal entries per client schedules and account reconciliations, prepare cash flow forecasts and financial projections, and develop client financial controls and accounting policies and procedures.
- Assist with audit preparations, including planning, coordination, execution, and report preparation as needed.
- Participate in Board and client management meetings as needed, maintain continuous contact with clients, and communicate with Insource client team throughout the business year.
- Anticipate clients' changing needs and implement appropriate recommendations, while managing risks.
- Demonstrated analytical and research skills, proven adeptness at detail work, as well as the portrayal of clear and concise summary-level work.
- Proficiency with QuickBooks and/or other accounting software, Excel, and Word.
- Familiarity with accounting and billing for service contracts, in particular Federal and State awards and related compliance.
- High degree of self-motivation and able to work independently with minimal supervision.
- Diplomatic, patient, curious manner with a great sense of humor.
- Excellent verbal and written communication skills, ability to succinctly communicate complex messaging in a credible and clear manner.
- Bachelor's degree.
- Proven accounting experience with at least 3 years of management-level engagement in small to mid-sized organizations, public accounting, or related experience.
- Nonprofit experience a plus.
- Demonstrated experience managing competing priorities and deadlines successfully.
- Challenging, exciting consulting work without the overnight or long distance travel.
- Competitive Salary.
- Health, Dental, Life, Short Term, and Long Term Disability insurance.
- Generous paid time off.
- Company Holidays.
- Tuition Reimbursement.
- 401K with company matching.
We strive to be a more diverse and inclusive workplace, and we appreciate the value and richness of different perspectives and experiences. We provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Insource Services will provide reasonable accommodations for qualified individuals with disabilities.