Financial Operations Manager - Auburn, United States - Pivotal

Description

Pivotal Finance is an outsourced advisory, accounting, and tax firm focused on serving the unique needs of small and medium sized businesses and their owners.

Based in Auburn, AL, and serving hundreds of clients across the United States, we provide advisory, accounting and tax solutions on a fractional basis.

We are building Pivotal a different way, unencumbered by the way CPA firms have traditionally supported their clients.

Our approach is based on a few simple ideas:

Build a team of engaged, talented accounting, finance, and tax professionals who are passionate about the work they perform.

Empower them to solve our clients biggest (or smallest) problems. Utilize technology to enhance the client experience and eliminate friction. Engage with the customer the way they want to be engaged.

It is this combination of talent, experience, and flexibility that allows us to be a pivotal member of the team for each of our clients, and at the end of the day, help them grow their businesses.

Job Description

As a Financial Operations Manager you will be responsible for managing the day-to-day relationship with multiple clients, ensuring their financial records are accurate and up-to-date.

You will report directly to the Director of Operations and work closely with other members of our Financial Operations team to provide exceptional service to our clients.

Job Responsibilities

Perform detailed review of account reconciliations (bank accounts, loan accounts, credit cards) and review of income statement and balance sheet for accuracy.

Distribute monthly financial statements to clients, communicate results, answer performance questions, and provide recommendations.
Prepare financial statements and ad hoc reports as necessary (trial balance, income statement, balance sheet).
Assist with training of new staff and student interns.
Calculate and prepare sales tax returns and tax payments.
Assist with 1040 returns and business returns based on experience level.
Assist with month-end and year-end closing processes.
Communicate with clients and provide excellent customer service.
Qualifications

At least 5 years of experience in accounting or finance.
Experience in Financial Statement review and analysis.
Experience with Quickbooks Online, Microsoft Excel and other cloud-based accounting solutions.
Knowledge of generally accepted accounting principles and procedures is a plus.
Ability to analyze and solve problems.
Work with confidentiality and integrity.
Strong attention to detail and ability to multitask.
Excellent communication skills, both written and verbal.
Ability to work independently and as part of a team.
Additional Information

We offer competitive compensation packages, health benefits, and a collaborative work environment.

Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law.

This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.

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