Financial Planning Analyst
2 weeks ago
Benefits:
Competitive salary
Employee discounts
Health insurance
Paid time off
Overview:
Oversee financial operations, including budgeting, payroll management, vendor reconciliation, procurement, and financial reporting for the organization.
Key Responsibilities:
Manage and ensure the timely completion of payroll and associated reporting.
Stay updated on employment and labor laws, sharing relevant changes with management to maintain compliance.
Develop and communicate organizational policies to align with federal and state regulations, as well as current accounting standards.
Administer the payroll system and training platform, ensuring proper training for management and oversight of related processes.
Collaborate with bookkeeping and accounting teams to ensure compliance with all regulatory requirements.
Establish and supervise inventory management processes.
Responsible for cash management and cost analysis, providing recommendations that benefit the organization.
Oversee vendor accounts, business activity reports, financial forecasts, annual budgets, and compliance reports.
Conduct audits of financial transactions to ensure adherence to regulations.
Authorize disbursement requests in line with company policies.
Build and maintain strong relationships with banking, insurance, and external accounting partners to facilitate financial operations.
Develop internal control policies for budget management, cash flow, and accounting practices.
Analyze financial data to identify opportunities for growth and areas needing improvement.
Provide guidance to other departments on accounting policies and efficient use of financial resources.
Monitor financial activities, including cash flow and reserves, to ensure compliance with legal requirements.
Qualifications:
To excel in this role, candidates must demonstrate the ability to fulfill essential duties effectively. The qualifications listed are indicative of the knowledge, skills, and abilities required. Reasonable accommodations may be made for individuals with disabilities.
Education/Experience:
Bachelor's degree with five to ten years of relevant experience; or a combination of education and experience. CPA designation preferred.
Technical Skills:
Proficiency in Microsoft Office, inventory management, general accounting, point of sale, and payroll software.
Personal Attributes:
Detail-oriented
Team-oriented
Leadership skills
Strong organizational abilities
Excellent written and verbal communication skills
Professional demeanor
Supervisory Responsibilities:
Directly supervises one employee, executing supervisory responsibilities in accordance with company policies and applicable laws.
Responsibilities include interviewing, hiring, training, assigning work, evaluating performance, and addressing employee concerns.
Work Environment:
The work environment characteristics described here are typical for this role. Reasonable accommodations may be made for individuals with disabilities.
Physical Demands:
The physical demands described here are representative of those required to successfully perform the essential functions of this role. Reasonable accommodations may be made for individuals with disabilities.
The employee must occasionally lift and/or move up to 50 pounds.
While performing the duties of this job, the employee is regularly required to stand, walk, sit, use hands, and communicate.
The employee frequently reaches with hands and arms and occasionally climbs, balances, stoops, kneels, crouches, or crawls.#J-18808-Ljbffr
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