Financial Operations Associate
New
S
Salesberry GroupFinancial Services
Anywhere in the continental USFull-TimeMiddle
Salary$55,000 – $65,000 / year
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Job Details
- Experience
- 3 years of bookkeeping/accounting experience
- Required Skills
- Microsoft ExcelAccountingBookkeepingGoogle WorkspaceAsanaClient relationship management
Requirements
- 3 years of bookkeeping/accounting experience.
- Demonstrated ability to provide quality customer/client engagement and relationship management.
- Proficiency with QuickBooks Online.
- Proficiency with Microsoft Excel.
- Experience successfully working in a remote team environment.
- Strong attention to detail and completeness.
- Comfort working in an evolving team and willingness to embrace change.
- Willingness to assist in any and all operational needs of a client.
- Bachelor's degree in accounting or similar field preferred.
- Understanding of GAAP preferred.
- Experience with Google Suite/Workspace, Asana, Keeper, and Slack preferred.
Responsibilities
- Process client bill payments, reconcile accounts, and organize expense documentation.
- Manage supporting documentation and execute client invoicing and accounts receivable.
- Process payroll for clients.
- Assist with preparation and input for monthly reporting and budgeting to ensure accuracy and compliance.
- Conduct financial analysis to support decision-making and identify trends.
- Ensure financial platforms and processes are effectively implemented.
- Perform administrative tasks for special projects as assigned.
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