Financial Management Specialist

3 weeks ago


Boston, Massachusetts, United States Homeworks Energy Full time

Job Title: Financial Management Specialist

Location: Flexible work model (remote and on-site)

Salary: $80,000 - $100,000 per year

About the Role:

The Senior Accountant will be responsible for accounting, financial reporting, and preparation of monthly financial statements in accordance with Generally Accepted Accounting Principles (GAAP).

Main Responsibilities:

  • Balance Sheet Accounts:
    • Reconcile and maintain major balance sheets monthly.
    • Ensure accuracy of balance sheet accounts influences financial decisions and company performance.
  • Payroll:
    • Audit weekly payroll.
    • Record weekly payroll activity.
    • Reconcile payroll expenses quarterly to IRS Form 941.
  • Partner with the Accounting Manager to oversee day-to-day tasks:
    • Review work for accuracy.
    • Identify areas of improvement.
    • Serve as a coach and mentor.
  • Able to assist or substitute for any Financial Associate:
    • Understand financial mechanics of three lines of business (Weatherization, Home Energy Assessment, HVAC).
  • Assist the Accounting Manager with monthly close and financial reporting process.
  • Audit:
    • Assist in compiling auditor schedule of request.
    • Provide insight and support to external auditors.
  • Research accounting discrepancies and recommend proper resolutions.
  • Perform additional tasks as required.

Required Skills and Qualifications:

  • Bachelor's degree in finance discipline required.
  • Minimum of 4 years' related experience.
  • Public accounting experience preferred (Pursuing a CPA is a plus but not required).
  • High-volume experience preferred.
  • Ability to work independently or collaboratively in a group as required.
  • Strong communication and organizational skills required.
  • Initiative-taking and capable of handling multiple tasks in a high-pressure environment.
  • Requires proficiency in reading, writing, and communicating in English.


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