What are the responsibilities and job description for the Financial Operations Specialist position at Creative Financial Staffing?
Job Summary
We are seeking a highly organized and detail-oriented Financial Operations Specialist to support various administrative and bookkeeping functions.
About the Role
This role requires a professional with strong clerical skills, office management experience, and proficiency in QuickBooks. The ideal candidate will have excellent communication, dependability, and the ability to manage multiple tasks efficiently while maintaining professionalism.
Responsibilities
- Maintain accurate financial records using QuickBooks.
- Process accounts receivable, including invoicing, tax-exempt form management, and collections follow-ups.
- Process accounts payable, ensuring vendor payments and expenses are recorded and managed properly.
- Calculate, submit, and pay monthly sales taxes.
- Reconcile payroll bank statements and assist with financial reporting.
- Support year-end accounting processes, including 1099 preparation and tax payments.
- Supervise the Office Assistant, ensuring tasks such as reception, mail processing, bank reconciliations, service ticket entry, AR collections, and filing are completed accurately and timely.
- Manage office supplies, inventory, and vendor relationships, including returns and reconciliations.
- Assist with new hire onboarding and benefits administration.
- Coordinate company events, travel arrangements, and office-related purchases.
