MPI® Unlimited, LLC · 1 month ago
Financial Operations Specialist
Gilbert, AZ
Full-time
Onsite
Mid LevelMPI Unlimited is a company focused on empowering individuals with personalized financial solutions. The Financial Operations Specialist will ensure smooth financial operations by managing bookkeeping, payroll, and financial reporting, while also supporting HR functions and office operations.
ConsultingFinancial ServicesRetirement
Responsibilities
Maintain accurate financial records and general ledger entries
Review, process, and reconcile invoices, reimbursements, and payment platforms
Manage accounts payable and accounts receivable, ensuring timely and accurate processing
Perform regular bookkeeping tasks, including bank and corporate credit card reconciliations
Prepare and analyze monthly, quarterly, and annual Profit & Loss (P&L) statements, balance sheets, and other financial reports for executive management
Run biweekly payroll and commissions, ensuring all employees are paid accurately and on time
Review reports to verify accuracy, track payments, and provide insights on trends and costs
Review payroll summaries for accuracy, monitor labor costs, and ensure changes in pay rates, deductions, or withholdings are correctly reflected
Conduct thorough reconciliations of corporate credit cards and bank accounts
Perform entries, adjustments, and reconciliations in QuickBooks
Generate weekly, monthly, quarterly, and annual financial reports for executive management, providing key metrics and insights for data-driven decision-making
Ensure vendor files and W-9 records are up to date and work with the accounting firm to issue 1099s annually
Work closely with the external CPA firm for tax preparation, financial reporting, and annual filings
Support financial audits, month-end and year-end close, and reporting requirements
Analyze financial data to identify trends, risks, and opportunities for improvement; provide leadership with actionable, data-driven advice
Recommend and implement process improvements to enhance efficiency
Assist with benefits administration and employee record maintenance
Support onboarding: new hire documentation, setup, and internal coordination
Maintain employee handbook and ensure compliance with HR policies
Track PTO, attendance, and status changes
Support company-wide HR initiatives and internal projects
Support leadership with HR-related reporting and process improvements
Oversee general office operations, including supplies, equipment, and vendor coordination
Maintain internal systems, templates, and process documentation
Assist with scheduling, workflow coordination, and internal communications
Support leadership with administrative and operational tasks as needed
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field (Associate's degree or equivalent experience may be considered)
Proven experience in accounting, bookkeeping, HR administration, or similar role
Strong knowledge of accounting principles and best practices
Strong Proficiency with QuickBooks and Google Workspace (Sheets, Docs, Drive)
Experience preparing and analyzing P&L statements and balance sheets
Strong understanding of accounting principles, GAAP, and financial best practices
Highly organized, detail-oriented, and reliable, with excellent time management skills
Ability to collaborate effectively with CPA firms, external auditors, and leadership
Ability to work independently and manage shifting priorities
Strong communication skills and professional discretion in handling sensitive financial data
CPA certification or progress toward CPA designation
Familiarity with payroll processing, payment platforms, benefits administration, and HR compliance
Company
MPI® Unlimited, LLC
MPI® UNLIMITED helps people achieve the financial freedom they deserve.
Founded in 2014
51-200 employees
Funding
Current Stage
Growth StageRecent News
Company data provided by crunchbase