Financial Operations Associate
New
J
JobgetherFinance
Anywhere in the continental United StatesFull-TimeMiddle
Salary55,000 - 65,000 USD per year
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Job Details
- Experience
- At least 3 years
- Required Skills
- Microsoft ExcelAccountingFinancial analysisBookkeepingClient relationship managementBudgeting
Requirements
- At least 3 years of professional bookkeeping or accounting experience.
- Experience working effectively as part of a remote team.
- Demonstrated ability to provide high-quality client service and develop strong professional relationships.
- Hands-on experience with QuickBooks Online and Microsoft Excel.
- Strong attention to detail, accuracy, and organization.
- Willingness to assist with a broad range of operational needs and take ownership of tasks.
- Ability to work effectively in an evolving environment and embrace change.
- Strong written and verbal communication skills.
- Ability to manage competing priorities while meeting deadlines.
- A collaborative, flexible, and self-directed approach.
Responsibilities
- Manage day-to-day bookkeeping activities for clients, including bill payments, account reconciliations, expense documentation, invoicing, accounts receivable, and payroll processing.
- Assist with monthly financial reporting and budgeting, ensuring records are accurate and aligned with applicable accounting standards.
- Conduct financial analysis to support client decision-making, identify trends, and provide insights.
- Implement, maintain, and improve financial platforms, processes, and workflows based on individual client needs.
- Provide responsive client communication and build trusted working relationships.
- Support administrative activities and special projects across the client portfolio.
- Collaborate with senior team members to ensure client work is completed accurately and on time.
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