Financial Management Specialist

We are seeking a detail-oriented and analytical Financial Management Specialist to oversee key financial operations, including bank reconciliations, account management, and fund transfers. The ideal candidate will have experience in financial reporting, cash flow management, and financial analysis, ensuring accurate and efficient financial processes while maintaining compliance with Generally Accepted Accounting Principles (GAAP) and internal financial policies.

Duties and Responsibilities of Financial Management Specialist:

Financial Management and Reporting

• Prepare and present financial statements and reports as required by management.
• Collect, process, and verify financial data from multiple sources and systems.
• Assist in financial planning, budgeting, forecasting, and cash flow analysis.
• Monitor and evaluate the organizations financial performance and risks.
• Conduct financial audits, reconciliations, and reviews to ensure accuracy and compliance.

Banking and Transaction Oversight

• Perform bank reconciliations to maintain and ensure accuracy in financial records and compliance with GAAP.
• Manage banking operations using AXOS, including account maintenance and transaction oversight.
• Facilitate fund transfers across internal bank accounts, ensuring compliance with financial policies.
• Oversee the budget uploads and Chart of Accounts maintenance, ensuring proper alignment with financial systems.
• Handle statement management, reviewing and reconciling financial statements for accuracy.

Qualifications & Skills:

• Strong knowledge of GAAP, financial management principles, and banking operations.
• Experience with AXOS or similar financial management platforms.
• Proficiency in bank reconciliations, fund transfers, and financial statement analysis.
• Strong analytical and problem-solving skills with attention to detail and accuracy.
• Excellent organizational and time management skills, with the ability to manage multiple financial tasks efficiently.
• Effective communication skills to collaborate with all levels of the organization
• Bachelor's degree in Accounting, Finance, or a related field preferred

This role is essential in maintaining financial accuracy and compliance with GAAP and regulatory requirements, ensuring the organizations overall fiscal health and operational efficiency.

Why Join Us?

• Competitive salary and benefits package.
• Supportive and collaborative team environment.
• Opportunities for professional growth and development.

Note: This job description is intended to provide an overview of the duties and responsibilities of the role. Additional tasks and responsibilities may be assigned as necessary.

Physical Setting:

• Office
• In-Person

Schedule:

• 8 hour shift

Monday to Friday: 8:00am - 5:00pm

If you are a proactive and dedicated professional with a passion for accounting and finance, wed love to hear from you!

To Apply: Please submit your resume and a brief cover letter