Financial Operations Specialist - Mountain Brook, United States - Lucahq

Lucahq Mountain Brook, United States

1 month ago

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Description

LUCA LLC
Financial Operations Specialist

Mountain Brook, AL

Full time

Apply for Financial Operations Specialist

A LUCA Financial Operations Specialist leads our core business function of bookkeeping and financial accounting for our small business clients.

Description

At LUCA, we are seeking to redefine the way small- and medium-sized 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 office space, or occasionally from one of the local co-working spaces or coffee shops when you need a change of scenery.

All we ask for in return is someone who loves to work hard, and play even harder, as fits the occasion.

What you'll do :
Provide exceptional account management services for our diversified portfolio of clients, including:

handle bank reconciliations and transaction processing
manage accounts payable and accounts receivable
prepare and file business license applications and renewals
manage payroll, new employees, and terminated employees
prepare financial reports for review and exception handling
coordinate with clients on information requests

Work on special tasks and projects that will undoubtedly arise each week, including onboarding new clients and attending client meetings in a support role
Troubleshoot service-related problems, adapt to the needs of our clients, and recommend specialized solutions
As you become familiar with the needs of our clients, provide feedback to the team on what is working well and what improvements can be made
Build relationships with our clients and with us We have personalities, really

What we're looking for :
2-5 years bookkeeping/accounting experience preferred
Bachelor'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 organized
Someone 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 base
Someone who is excited to grow with our start-up and is understanding of, and adaptable to, the entrepreneurial expressway

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