Finance & Operations Specialist

Finance & Operations Specialist

Key Responsibilities

• Maintain accurate bookkeeping and daily financial records.
• Manage JPM transactions, expense tracking, and departmental payroll allocations.
• Handle Accounts Receivable (AR): issue invoices, monitor aging reports, record payments, and follow up on overdue accounts.
• Handle Accounts Payable (AP): review vendor bills, verify purchase orders, reconcile accounts, and manage cash flow.
• Process payroll weekly via Gusto, including commissions, bonuses, and employee changes.
• Create and manage Purchase Orders (POs) and Sales Orders (SOs), ensuring accuracy and compliance.
• Prepare professional proposals/quotations and track client approvals.
• Conduct forecasting, financial analysis, and generate ad hoc reports.
• Identify and mitigate financial and operational risk factors.
• Forecast cash flows to support strategic planning and liquidity management.
• Streamline systems and processes for efficiency and scalability.
• Support insurance submissions, reconciliations, and other operational reporting.

Qualifications

• Bachelor’s degree in accounting, Finance, or related field preferred.
• 3+ years of experience in bookkeeping, AR/AP, payroll, or financial operations.
• Proficiency in accounting software (QuickBooks, NetSuite, or equivalent) and payroll systems (e.g., Gusto).
• Strong analytical skills with experience in cash flow forecasting and risk management.
• Process-oriented mindset with ability to improve workflows and systems.
• Excellent communication skills for client and vendor interactions.
• Ability to manage multiple priorities in a fast-paced environment.