Financial Operations Staff

Pivotal•Auburn, AL

About The Position

As a Financial Operations Staff you will be responsible for managing the day-to-day financial operations of multiple clients, ensuring their financial records are accurate and up-to-date. You will report directly to the accounting manager and work closely with other members of our Financial Operations team to provide exceptional service to our clients.

Requirements

Prior experience in accounting, finance, or HR is preferred, but not required
Experience in Bookkeeping and a college degree is preferred, but not required
Ability to analyze and solve problems
Work with confidentiality and integrity
Strong attention to detail and ability to multitask
Excellent communication skills, both written and verbal
Ability to work independently and as part of a team

Nice To Haves

Knowledge of bookkeeping practices, experience with Quickbooks Online, Microsoft Excel and other cloud-based accounting solutions is a plus
Knowledge of generally accepted accounting principles and procedures is a plus

Responsibilities

Allocate and post financial transaction details to entity books using cloud-based accounting systems.
Reconcile and balance all accounts (bank accounts, loan accounts, credit cards)
Prepare financial statements and ad hoc reports as necessary (trial balance, income statement, balance sheet)
Calculate and prepare sales tax returns and tax payments
Assist with 1040 returns and business returns as needed
Process payroll and assist with client related questions
Maintain accurate and organized financial records for multiple clients
Assist with month-end and year-end closing processes
Communicate with clients and provide excellent customer service
Work closely with the accounting manager and other team members to ensure timely and accurate financial reporting