Pivotal Finance · 20 hours ago
Financial Operations Staff
United States
Full-time
Remote
New Grad, Entry LevelPivotal Finance is an outsourced advisory, accounting, and tax firm focused on serving the unique needs of small and medium sized businesses. As a Financial Operations Staff, you will manage the day-to-day financial operations of multiple clients, ensuring their financial records are accurate and up-to-date while providing exceptional service.
AccountingFinanceFinancial Services
Responsibilities
Allocate and post financial transaction details to entity books using cloud-based accounting systems
Reconcile and balance all accounts (bank accounts, loan accounts, credit cards)
Prepare financial statements and ad hoc reports as necessary (trial balance, income statement, balance sheet)
Calculate and prepare sales tax returns and tax payments
Assist with 1040 returns and business returns as needed
Process payroll and assist with client related questions
Maintain accurate and organized financial records for multiple clients
Assist with month-end and year-end closing processes
Communicate with clients and provide excellent customer service
Work closely with the accounting manager and other team members to ensure timely and accurate financial reporting
Qualification
Required
Prior experience in accounting or finance
Experience in Bookkeeping and knowledge of bookkeeping practices
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
Benefits
Competitive compensation packages
Health benefits
Company
Pivotal Finance
Pivotal Finance is a finance company that offers custom finance, tax, and accounting services for small and medium-sized businesses.
Founded in 2016
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brad Birdwell
Managing Partner
Company data provided by crunchbase