Financial Operations Specialist

About the role

As an Financial Operations Specialist, you will play a key role in ensuring our financial operations run smoothly by ensuring that bookkeeping, biweekly payroll, and commissions are accurate and up to date. You will maintain organized financial records, reconcile accounts, and oversee accounts payable/receivable forecasting and reporting.

Responsibilities

• Maintain accurate financial records and general ledger entries
• Review, process, and reconcile invoices, reimbursements, and payment platforms
• Manage accounts payable and accounts receivable, ensuring timely and accurate processing
• Perform regular bookkeeping tasks, including bank and corporate credit card reconciliations
• Run biweekly payroll and commissions, ensuring all employees are paid accurately and on time
• Review reports to verify accuracy, track payments, and provide insights on trends and costs
• Conduct thorough reconciliations of corporate credit cards and bank accounts
• Generate weekly, monthly, quarterly, and annual financial reports for executive management, providing key metrics and insights for data-driven decision-making
• Ensure vendor files and W-9 records are up to date and work with the accounting firm to issue 1099s annually
• Work closely with the external CPA firm for tax preparation, financial reporting, and annual filings
• Support financial audits, month-end and year-end close, and reporting requirements
• Analyze financial data to identify trends, risks, and opportunities for improvement; provide leadership with actionable, data-driven advice
• Recommend and implement process improvements to enhance efficiency

Requirements

• Proven experience in accounting, bookkeeping, HR administration, or similar role
• Strong proficiency with QuickBooks and Google Workspace (Sheets, Docs, Drive)
• Strong understanding of accounting principles, GAAP, and financial best practices
• Highly organized, detail-oriented, and reliable, with excellent time management skills
• Able to work independently and manage shifting priorities
• Strong communication skills and professional discretion in handling sensitive financial data
• Familiarity with payroll processing, payment platforms, benefits administration, and HR compliance

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field (Associate’s degree or equivalent experience may be considered)

Skills

• Proven experience in accounting, bookkeeping, HR administration, or similar role
• Strong proficiency with QuickBooks and Google Workspace (Sheets, Docs, Drive)
• Strong understanding of accounting principles, GAAP, and financial best practices
• Highly organized, detail-oriented, and reliable, with excellent time management skills
• Able to work independently and manage shifting priorities
• Strong communication skills and professional discretion in handling sensitive financial data
• Familiarity with payroll processing, payment platforms, benefits administration, and HR compliance

Benefits

• Flexible schedule
• Professional development opportunities
• Competitive compensation package
• Health insurance options
• Employee assistance program

Pay

Pay Range: $25-$30 Based on experience and qualifications. Rate is negotiable for exceptional expertise or additional responsibilities.

Schedule

Full-time onsite role.