Financial Data Clerk

3 days ago


Richmond Hill, New York, United States Taxplan Services inc Full time
Job Summary

Taxplan Services inc is looking for an experienced Financial Data Clerk to join our team. This role involves handling various aspects of financial data management, including data entry, reconciliation, and reporting.


Responsibilities
  1. Data Entry: Accurately enter financial data into our system, ensuring that all information is up-to-date and compliant with regulatory requirements.
  2. Reconciliation: Regularly reconcile financial records to ensure accuracy and identify any discrepancies.
  3. Reporting: Prepare and submit detailed reports on financial performance, including cash flow statements and balance sheets.
  4. Analysis: Analyze financial data to identify trends and areas for improvement.
  5. Communication: Effectively communicate financial information to management and other stakeholders.

Requirements
  • Education: High school diploma or equivalent required; degree in a related field preferred.
  • Skills: Proficiency in Microsoft Office Suite, particularly Excel; strong analytical and problem-solving skills.
  • Experience: 1-2 years of experience in a similar role; knowledge of accounting principles and practices.

What We Offer
  • Competitive Salary: $50,000 - $65,000 per year, depending on experience.
  • Benefits Package: Comprehensive health, dental, and vision insurance; 401(k) plan with company match.
  • Ongoing Training: Opportunities for professional growth and development through workshops and training sessions.


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