
Chief Financial Officer Assistant
1 week ago
We are seeking a highly skilled Finance and Operations Manager to join our team. As a key member of our organization, this individual will be responsible for managing various tasks, prioritizing effectively, and maintaining a high level of accuracy.
About the Role:
- This role involves managing multiple tasks, prioritizing effectively, and maintaining a high level of accuracy
- The successful candidate will possess advanced active listening and verbal and written communication skills
- Able to set priorities, manage time appropriately, with a keen eye for detail
Key Responsibilities:
Financial Management
- Set up and maintain client accounts in portfolio and billing software systems
- Prepare quarterly client account billing and maintain billing files
- Manage internal accounting in QuickBooks, benefits administration, including 401(k) plan, and payroll coordination
- Reconcile various income and expense accounts to QuickBooks annually
Compliance and Technology
- Perform various monthly, quarterly, and annual compliance tasks and ensure proper documentation
- Coordinate with others in the office to ensure timely completion of compliance tasks assigned
- Develop and improve processes with approval from relevant authorities
Office Duties and Equipment Maintenance
- Complete tasks associated with onboarding new employees
- Implement new processes and software technology when adopted by the firm
- Assist with other office maintenance responsibilities as assigned
Qualifications:
- Bachelor's degree in accounting, finance or related business field
- Work experience in accounting, banking, legal or financial services preferred
- Proficient in QuickBooks and Microsoft Office software and ability to learn company software, platforms and tools
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