Financial Management Specialist
hace 3 semanas
We are seeking a highly skilled Financial Management Specialist to join our team at Crealiad. This role requires a strong background in managing detailed financial records, including owner's equity and expense tracking. The ideal candidate will have extensive experience in bookkeeping software such as QuickBooks, FreshBooks, and Jobber, and the ability to interact professionally with clients while providing comprehensive financial reports and forecasts.
Key Responsibilities:- Manage and maintain owner's equity accounts.
- Create and manage detailed expense categories for accurate financial tracking.
- Match expenses to specific client invoices, ensuring accurate billing and documentation.
- Produce cash flow analysis and collaborate on financial forecasting with clients and internal teams.
- Oversee reconciliation work, ensuring that all financial transactions are accurate and up to date.
- Supervise bookkeeping administration, which will handle elementary transaction categorization.
- Prepare and deliver weekly financial reports to clients, offering insights and recommendations.
- Communicate directly with clients to discuss financial updates, answer inquiries, and provide personalized service.
- Extensive bookkeeping background with experience in QuickBooks, FreshBooks, and Jobber.
- Strong knowledge of owner's equity and its implications for financial statements.
- Exceptional organizational skills with a focus on attention to detail.
- Ability to work independently, managing multiple tasks and deadlines.
- Strong communication skills for client interaction and reporting.
- Experience in cash flow forecasting and financial analysis.
- Familiarity with advanced reconciliation techniques and client-specific reporting.
The Financial Management Specialist will have to have some interactions with the client to ensure they are clear on what the expense is and what the proper categories are.
Knowledge in FreshBooks, Jobber, especially in QuickBooks is a must.
Strong knowledge in understanding invoices, how to pair expenses, debts, pay down, owner equity, owner draws, goodwill on a balance sheet is required.
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