Financial Operations Staff

Pivotal•Auburn, AL

10d

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.