Financial Operations Specialist

At LUCA, we are seeking to redefine the way businesses connect with accountants and financial experts. Our clients trust us as their accounting and finance partners. In exchange, we work diligently to bring visibility, scale, and strategic advice to their businesses.You can expect to work in a laid-back, flexible environment in our Mountain Brook, Alabama, or Louisville, Kentucky office space, or occasionally at one of our local co-working spaces or coffee shops when you need a change of scenery. We're searching for employees who love to work hard and play even harder.What youll do : Provide exceptional account management services for our diversified portfolio of clients, including : Handle bank reconciliations and transaction processingManage accounts payable and accounts receivablePrepare and file business license applications and renewalsManage payroll, new employees, and terminated employeesPrepare financial reports for review and exception handlingCoordinate with clients on information requestsWork on special tasks and projects that will undoubtedly arise each week, including onboarding new clients, and attending client meetings in a support roleTroubleshoot service-related problems, adapt to the needs of our clients, and recommend specialized solutionsAs you become familiar with the needs of our clients, provide feedback to the team on what is working well, and what improvements can be madeBuild relationships with our clients and with us! We have personalities, really!What were looking for : 2-5 years bookkeeping / accounting experience preferredBachelor's Degree in Accounting or Business or completion of a certified bookkeeping course preferred (tax experience is a major plus)Someone with exceptional attention to and love of detail and all things organizedSomeone with cloud-based accounting experience (e.g., Quickbooks, Xero, Netsuite, Intacct, Accounting Seed)Someone with a willingness to form relationships and communicate with our growing client baseSomeone who is excited to grow with our start-up and is understanding of, and adaptable to, the entrepreneurial expresswayBenefits & Perks : Flexibility : We offer in-office & hybrid options. We want to provide you with what is best for your productivity.Paid-Time-Off : LUCA observes 7 holidays and our PTO policy starts at 2 weeks which increases to 3 weeks after two years of service. Maternity Leave : We offer two weeks of paid maternity leave.Insurance : LUCA provides a few options to assist with your health-related insurance needs with the base option for employees only being fully covered by the organization. You will be eligible on your start date.Flexible Spending Accounts : We offer flexible spending accounts (FSA and DCFSA), we even contribute to the DCFSA!LUCA provides equal employment opportunities to all qualified individuals without regard to any of the following characteristics; race, color, religion, sex, sexual orientation, gender identity, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information or family medical history, citizenship or immigration status, child or spousal support withholding, or garnishment for a singular debt, or other characteristics protected by State and Federal law. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The Company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly conduct an investigation when such behavior is reported.Ready to join us? Apply today and help shape the future of payroll and HR for small and medium-sized businesses!

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