Finance and Operations Coordinator

3 weeks ago


Minneapolis, Minnesota, United States Smith Schafer CPAs Full time

pbJobSummary:/bbrTheFinanceandOperationsAssistantplaysavitalroleinensuringtheefficientoperationofthecorporatedepartmentatSmithSchaferCPAs.Thispositionsupportsexecutiveandmanagementlevelstaff,workingcloselywiththeDirectorofOperationstofacilitateadministrative,analytical,andproceduraltasks.brbrbKeyResponsibilities:/bbrOrganizeandmaintainelectronicfilingsystems,identifyingopportunitiesforprocessimprovements.brCompletevariousaccounting-relatedtasks,includingenteringclientexpenses,compilingfinancialreports,andcalculatingPTOhours.brAssistingatheringinformationandpreparingreportsfromvarioussystems,suchasPracticeEngine,Paylocity,andExcel.brRetrieveinformationasrequestedfromrecords,emails,minutes,documents,orsystems,andpreparewrittensummariesofinformation/datawhenneeded.brAssisttheHRSpecialistinplanningandcoordinatingfirm-wideevents,includingsearchingforeventsites,logistics,andcoordinatingwithHR.brSupportthetaxandaccountingteamduringbusyseasontasks,includingbillingassistance,handlingtaxreturns,scanningdocuments,andansweringphones.brOrdersuppliesforindividualofficesandtheCorporatedepartment,includingmanagingitemsfromTaxBook,Greatland,Anchor,andothervendors.brPrepare,process,anddistributemonthlyengagementletters.brCoordinatetravel,meetings,andappointmentsforprincipalsandmanagerswhenneeded.brCompileagendas,trainingdocuments,andschedulesforinternaltraining,lunchandlearns,andfirm-widemeetings.brAttendcommitteemeetingsandrecordanddistributeminutestostaff.brPreparereportsforseniormanagementstaff.brbrbRequirements:/bbrThreeormoreyearsofadministrativeorrelatedexperience.brAbilitytomeetdeadlinesinafast-pacedenvironment.brTwoormoreyearsofworkinginMicrosoftExcel,Outlook,Word,andPowerPoint.brStrongcommunicationskillstoworkwithalllevelsoftheorganization.brDemonstratesanalyticalandproblem-solvingskills.brCustomer-serviceoriented,shownbythefollowingattributes:proactive,observant,knowledgeable,andreliable.brDemonstratesabilitytohandlesensitiveinformation,withdiscretionandprofessionalism.brbrbSmithSchaferCPAsisanEqualEmploymentOpportunityEmployer./b/p



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