What are the responsibilities and job description for the Financial Operations Staff position at Pivotal Finance?
Company Description
Pivotal Finance is an outsourced advisory, accounting, and tax firm focused on serving the unique needs of small and medium sized businesses and their owners. Based in Auburn, AL, and serving hundreds of clients across the United States, we provide advisory, accounting and tax solutions on a fractional basis.
We are building Pivotal a different way, unencumbered by the way CPA firms have traditionally supported their clients. Our approach is based on a few simple ideas: Build a team of engaged, talented accounting, finance, and tax professionals who are passionate about the work they perform. Empower them to solve our clients biggest (or smallest) problems. Utilize technology to enhance the client experience and eliminate friction. Engage with the customer the way they want to be engaged.
It is this combination of talent, experience, and flexibility that allows us to be a pivotal member of the team for each of our clients, and at the end of the day, help them grow their businesses.
Job Description
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.
Job 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.
Qualifications
- Prior experience in accounting or finance.
- Experience in Bookkeeping and knowledge of bookkeeping practices.
- Experience with Quickbooks Online, Microsoft Excel and other cloud-based accounting solutions.
- Knowledge of generally accepted accounting principles and procedures is a plus.
- 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.
Additional Information
We offer competitive compensation packages, health benefits, and a collaborative work environment.
Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.
Job Type: Full-time
Pay: $40,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Work Location: In person
Salary : $40,000 - $55,000
