What are the responsibilities and job description for the Finance Specialist position at Planet Forward?
Job Summary:
The Finance Specialist will provide accounting and finance services in support of the organization's business objectives. This role involves processing business transactions in areas such as accounts receivable, accounts payable, credit management, expense reports, fixed assets, payroll, or treasury. Providing superior customer service to internal and external customers, as well as relaying information to management through transaction processing reports, is crucial for this position.
Essential Duties and Responsibilities:
- Ensure accurate and timely processing of business transactions in support of assigned job responsibilities.
- Maintain files, forms, and computer-based records in compliance with company policies and procedures.
- Assist internal and external customers in answering questions on business transaction processing requirements and respond to inquiries.
- Perform defined balancing and reconciliation procedures to ensure transactions have been properly recorded.
- Assist in preparation of accurate and timely transaction processing reports for internal management needs and external reporting requirements.
- Help maintain standard work instructions to document business transaction processing steps.
- Apply continuous improvement management principles and participate in process analysis and improvement projects.
Minimum Qualifications:
- High School Diploma or equivalent.
- Knowledge of basic Accounting concepts.
Preferred Qualifications:
- Associates Degree in Accounting, Business Administration, or a related field.
- Relevant experience in accounting, payroll, or cash applications.
