Financial Associate

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Position Summary

This position will have primary responsibility for bookkeeping, personnel onboarding, and payroll preparation on behalf of our client companies. Additional responsibilities may be assigned for research tasks (such as for particular state labor regulations) and other administrative functions. The position requires unwavering ethical conduct, close attention to detail, careful data entry, and an understanding of common financial activities and processes of companies. For the position candidate seeking professional growth, this position can grow in tandem with the individual’s demonstrated capacity for learning, problem solving, creating high-value work product, and accepting new responsibilities.

Primary Functions and Responsibilities

Bookkeeping:

Must tend to the timely, accurate, and careful entry and handling of financial transactions in bookkeeping / financial management and timekeeping software (at this time, QuickBooks Desktop, Online, and Time). Common tasks will include:

• Manual entry of financial transactions.
• Proper coding of financial transactions by account, customer, description, and other information.
• Contacting the client company where needed for documentation of financial transactions, including receipts, invoices, descriptions of purpose and use, and circumstances related to transactions.
• Reconciliation of entries with financial institution account statements.
• Preparation of financial reports.

Personnel Onboarding:

Work with the client company to properly onboard new employees or independent contractors. Common tasks will include:

• Filing of new hire reports with the respective state.
• Administration of identification and tax forms.
• Modifications to personnel agreements.
• Proper setup of new personnel in the bookkeeping / financial management software.

Payroll:

Tend to the timely and accurate preparation of client companies’ payroll. Common tasks will include:

• Proper setup of state tax accounts.
• Monitoring and oversight of state and federal tax payments and form filings.
• Assisting client companies’ staff with the proper use of timekeeping systems / software.

Additional Functions and Responsibilities

Compliance with Labor Regulations:

Research and identify relevant labor regulations for each state in which client companies’ personnel is working. This includes the preparation of summaries of relevant regulations for each state.

Other Research and Administrative Functions: As assigned.

Position Requirements

• Legally entitled to work in the United States on a full-time basis.
• Eligible to work on U.S. government contracts (no record of previous felony convictions).
• Availability of a secure home office space for the conduct of this position.
• Use of a personal phone, personal computer with common business software (word processing, spreadsheet, etc.), and Internet access having adequate transmission speeds.

Desired Qualifications

Experience:

• At least three years’ experience in a business enterprise or other professional setting, such as a nonprofit organization or governmental entity.
• Previous bookkeeping experience will be considered favorably.
• Previous payroll preparation experience will be considered favorably.

Knowledge, Skills and Abilities:

• Knowledge of the fundamental principles and activities of bookkeeping / financial management.
• Knowledge of common human resources matters, such as common labor regulations, documentation for employee hiring, and benefits administration for paid time off, health insurance, retirement plans, etc.
• Knowledge and familiarity with common payroll procedures.
• Skill in using QuickBooks Desktop, QuickBooks Online, and QuickBooks Time.
• Skill in using word processing and spreadsheet software.
• Skill in using project management tools and packages, such as Smartsheet, Clickup, Airbase, Slack, or others.
• Ability to learn new systems, software, and procedures, and to also maintain these while continuously identifying potential improvements.
• Ability to efficiently and accurately enter, compute, and check financial transactions and reports.
• Ability to write business correspondence, primarily in the form of e-mail messages, with proper spelling and grammar, and with a quality that befits a professional organization.
• Consistent tracking, follow-through, and follow-up on numerous, diverse tasks.

Education:

• An associate’s degree or higher with relevant business management, finance, and / or accounting coursework, or substantial equivalence.
• Continuing education / training in financial management software will be considered favorably.

Desired Attributes:

• Responsiveness, in terms of timeliness and appropriateness, to the needs and requests of colleagues and client companies.
• Desire to help develop small, startup enterprises.
• Willingness to assist colleagues and client companies in situations of emergency or impending deadlines that require occasional extra, after-hours effort.
• Self-motivated execution and completion of tasks, whether explicitly assigned or implied.

Work Hours & Volume

This position can scale in work volume to the individual’s demonstrated capabilities and availability. This position is designed to provide for part-time hours, but it can be made a full-time position for a candidate who is seeking a full-time position and who is highly experienced in bookkeeping and payroll work. In the case of a part-time hire, Garton Consulting Services seeks to tailor the work volume of the position to the candidate’s capabilities and desires.

Job Types: Full-time, Part-time

Pay: $25.00 - $45.00 per hour

Expected hours: 20 – 40 per week

Work Location: Hybrid remote in Luna Pier, MI 48157

Salary : $25 - $45