Financial Reporting Specialist

4 days ago

Traverse City, Michigan, United States CATS Software, Inc. Full time
Company in Traverse City, Michigan is looking for a Full Time OR Part Time

Financial Reporting Specialist- (if you do not have experience but have a GREAT attitude and are eager to learn, please apply)

Financial reporting specialist duties to include creating financial reports and performing minor financial analysis. Work focuses on prepping information for tax returns and checking monthly financial records for errors. Seeking someone who can think analytically, stay organized, communicate clearly and have attention to detail. Preparing budgets and coordinating with accountants and auditors. Generating monthly and annual financial statements, maintaining relationships with banks and clients and reconciling bank statements.
  • Strong written and verbal communication skills to produce reports, assign tasks, accept instructions, and conduct yourself professionally
  • Excellent time management skills and ability to prioritize work
  • Organization and the ability to multitask to complete a wide variety of tasks
  • Flexibility to help adjust to new tasks if office needs change
  • Strong interpersonal skills to interact positively with all employees, supervisors, and clients
  • Leadership ability to manage challenges
  • Attention to detail to ensure tasks are completed thoroughly and correctly
  • Familiarity with Word, Excel, QuickBooks, and banking portal
  • Familiarity with Balance Sheets, Profit & Loss Statements and Budgets
  • Bookkeeping skills
  • Reliability and discretion
Job Description
  • Accurate monthly bank reconciliations for each account
  • Accurate monthly financial reporting for each account
  • Reports autogenerate (Balance Sheet, P&L, Expenses by Vendor Summary & Detail Reports, A/R aging), review data output and assemble packets to email to clients after review
  • Responsible for the reminder/friendly collection process up to the point in which it is turned over to legal counsel for true collection efforts
  • Responsible for transfers between accounts
  • Digital archiving of bank statements and appropriate paperwork
  • Posting financials to WordPress (easy to use website portal)
  • Responsible for annual budget drafts for each property association and commercial business
  • Responsible to upload QuickBooks portable files to CPA for year-end tax return and filing (CPA firm does filing FR coordinates and have board sign and return filing)
  • Communication with property managers and board of directors regarding budgets and financials
  • Proficient in Microsoft Suite (required coming into the position) and Quickbooks (coming into position or after training)
 

Job Type: Full-time OR Part Time

Physical Setting:
  • Office
Schedule:
  • Day shift
  • Monday to Friday- This position can be part time or full time- you chose
Work Location: In person

Compensation- $42,000-$52,000 per year

  • Ad Sales Senior Financial Analyst

    1 week ago

    Traverse City, Michigan, United States Financial Womens Association Full time

    JOB DESCRIPTION AMP / Sinclair Sports Group is seeking a talented, enthusiastic Sr. Ad Sales Financial Analyst to join a growing team responsible for Ad Sales Revenue, Reporting and Modeling. This role is based in NYC and will be a hybrid role. The ideal candidate will be a proactive individual who can work both independently and collaboratively. Who...

  • Financial Wellness Advocate

    3 days ago

    Traverse City, Michigan, United States beBee Careers Full time

    We are seeking a highly skilled and compassionate Remote Bilingual Client Success Specialist to join our team. As a key member of our organization, you will play a vital role in supporting clients' financial wellness journey and ensuring their success in achieving their goals.In this dynamic and rewarding position, you will provide empathetic, supportive...

  • Senior Financial Strategist

    2 weeks ago

    Traverse City, Michigan, United States beBee Careers Full time

    Job Description:We are seeking a seasoned Senior Financial Consultant to join our team in a fractional CFO capacity. As a trusted advisor, you will serve as a strategic partner to clients, helping unlock value, create long-term financial clarity, and empower leadership teams with actionable insights.This is a dynamic role that goes beyond numbers and...

  • Senior Accounting Manager, Investment Reporting

    2 weeks ago

    Traverse City, Michigan, United States Realty Income Full time

    Realty Income aims to be a globally recognized leader in the S&P 100, committed to creating long-term value for all stakeholders. These stakeholders include our dedicated team members, who embody our purpose : building enduring relationships and brighter financial futures. This guiding principle serves as a beacon for our team, influencing every action we...

  • Mid-CapInvestmentBanking-Technology-VicePresident

    1 week ago

    Traverse City, Michigan, United States Quality Control Specialist - Pest Control Full time

    We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Mid Cap Investment Banking team, focusing on Technology. Job Summary As a Vice President in the Mid Cap Investment Banking team, you will develop strong relationships with corporate and financial institution clients and work across various products. You...

  • Chief Financial Officer

    7 days ago

    Traverse City, Michigan, United States YAI Full time

    If you are a current YAI employee, please click this link to apply through your Workday account. Key / Essential Functions & Responsibilities Strategy, Planning and Innovation Partner with the CEO and Executive Leadership team to assess organizational performance against YAI's annual budget and long-term strategy; provide recommendations on both financial...

  • Site Financial Controller

    1 day ago

    Traverse City, Michigan, United States Smart Recruiters Full time

    Job DescriptionThe Site Financial Controller serves as a financial leader and business partner to an operational site dedicated to the successful delivery of product and/or service offerings in support of business and customer goals. This individual manages all aspects of site operational finance, including but not limited to accounting, financial reporting,...

  • Chief Financial Officer

    3 weeks ago

    Traverse City, Michigan, United States NADAP Full time

    Position Summary : The Chief Financial Officer (CFO) provides both operational and programmatic support to the organization. The CFO reports directly to the President / Chief Executive Officer (CEO) and assists on all strategic and tactical matters as they relate to budget management, cost benefit analysis, forecasting needs and the securing of new...

  • Senior Financial Consultant

    4 weeks ago

    Traverse City, Michigan, United States Enhance C-Suite Full time

    Senior Financial Consultant (Fractional CFO)   Location: Traverse City/Open to Travel in Michigan Employment Type: Full-Time/Part-Time Company: Enhance C-Suite  About Enhance:   Enhance C-Suite is a dynamic collective of seasoned executives, operators, and advisors who embed directly with leadership teams to drive growth, improve cash flow,...

  • Senior Financial Consultant

    4 weeks ago

    Traverse City, Michigan, United States Enhance C-Suite Full time

    Senior Financial Consultant (Fractional CFO) Location: Traverse City/Open to Travel in Michigan Employment Type: Full-Time/Part-Time Company: Enhance C-Suite About Enhance: Enhance C-Suite is a dynamic collective of seasoned executives, operators, and advisors who embed directly with leadership teams to drive growth, improve cash flow, strengthen...