Financial Operations Specialist

3 weeks ago


Austin, Texas, United States SJLD MANAGEMENT LLC Full time
Job Description

SJLD Management LLC is a reputable CPA firm seeking a detail-oriented Financial Operations Specialist to oversee all aspects of financial record keeping and reporting. The ideal candidate will be highly organized and able to thrive in a fast-paced work environment.

Key Responsibilities:

  • Manage and oversee the day-to-day operations of financial clients.
  • Develop and implement efficient financial processes and procedures.
  • Maintain accurate and up-to-date financial records.
  • Ensure timely and accurate billing, preparation of financial reports, including balance sheets, income statements, and cash flow statements.
  • Prepare and analyze financial statements to identify and resolve discrepancies or variances.
  • Monitor and manage cash flow to optimize financial performance.
  • Collaborate with internal teams to support budgeting and forecasting activities.
  • Stay up to date with regulatory changes and ensure compliance with accounting principles and industry standards.
  • Train and mentor financial staff members.
  • Provide financial analysis and guidance to management as needed.

Requirements:

  • Bachelor's degree in accounting, finance, or a related field or 5+ years of financial experience.
  • Fluency with financial software, including QuickBooks Online and QuickBooks Desktop.
  • A solid working knowledge of financial concepts, including accounts payable, accounts receivable, intercompany accounts, invoicing management, balance sheets, income statements, cash flows, chart of accounts, financial reports, general ledger, sales tax reporting, payroll processing, payroll taxes, and liabilities.
  • Proficiency with technology and software programs, including QuickBooks, Adobe, Office 365 (Excel, Word, Outlook, Access, PowerPoint), and more.
  • An active QuickBooks Online ProAdvisor certification is preferred.
  • Strong attention to detail and accuracy.
  • Ability to multitask and meet tight deadlines.
  • Excellent communication and interpersonal skills.


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