Financial Record Management Supervisor

2 weeks ago


West Haven, Connecticut, United States Davis Schuler & Associates, LLC Full time
Job Overview

Position Summary:
We are seeking a skilled Financial Record Management Supervisor with extensive experience in overseeing financial documentation, generating reports, and leading a team of financial clerks. The successful candidate will be certified in QuickBooks and possess a comprehensive understanding of financial management best practices. You will be instrumental in ensuring the fiscal integrity of our clients while guiding a team in a vibrant and self-directed work atmosphere.

Core Responsibilities:

  • Direct and supervise the financial record management department, ensuring precision and adherence to regulations.
  • Maintain and reconcile financial documentation, including journals, accounts, and financial statements.
  • Compile financial reports and communicate insights to upper management and clients.
  • Guarantee the accurate and prompt processing of payroll, accounts payable, and accounts receivable.
  • Guide, mentor, and develop a team of financial clerks to promote high performance and career advancement.

Required Qualifications:

  1. Experience:
    • A minimum of 5 years in financial record management, with at least 2 years in a supervisory capacity.
  2. Certification:
    • QuickBooks Certified ProAdvisor is mandatory. Additional qualifications (e.g., Certified Bookkeeper) are advantageous.
  3. Technical Skills:
    • Proficient in QuickBooks (both desktop and online), and skilled in MS Excel and other accounting tools.
  4. Leadership Abilities:
    • Demonstrated capability to lead and nurture a team, with strong mentoring and leadership skills.
  5. Analytical & Detail-Oriented:
    • Exceptional analytical abilities, with a strong focus on detail and accuracy in financial reporting.

Additional Requirements:

  • Communication Skills:
    • Outstanding verbal and written communication skills, with the capacity to convey complex financial information clearly.
  • Collaborative Spirit:
    • Ability to work collaboratively with colleagues and independently when necessary.
  • Organizational Skills:
    • Strong organizational and time management capabilities, with the ability to prioritize multiple tasks effectively.

Why Consider Joining Us?

  • Become part of a reputable firm that values your expertise and contributions.
  • Experience a collaborative work culture that fosters independence and innovation.
  • Access opportunities for professional growth and career advancement.


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