Financial management company seeking a financial manager in an in-office full-time position. 75 year old company offers paid benefits including health, dental and vision insurance, 401k and profit-sharing plans, paid parking and more.
Skills:
Proficient use of PC applications including Outlook, Excel and Word
Oral and Written Communication Skills
Fluent Command of English
Professionalism
Time Management
Organizational Skills
Knowledge of AgilLink/Datafaction
Understanding of Generally Accepted Accounting Principles
Financial Statement Analysis
Entity and Individual Income Taxation
Intermediate Level Understanding of Finance, Real Estate, and Banking
Bookkeeping Competencies
Problem-Solving Skills
Proficiency in Microsoft Office
Duties and Responsibilities include the following:
Interface with clients and financial partners on a daily basis
Attend and conduct client financial meetings
Review financial statements, tax returns, and other financial documentation
Review tax projections and quarterly estimates
Assist with special projects, including but not limited to, real estate transactions, cost analysis, and customized financial reporting
Receive invoices from vendors. Review and process using our accounting software (AgiLink or Datafaction) and adhere to standard company procedures to document purchases.
Reconcile bank statements
Ensure efficient and timely processing of all transactions with client vendors.
Maintain professionalism and confidentiality at all times to safeguard confident sensitive information.
Analyze discrepancies on invoices, and research to discover the source of the issue.
Process and record client payroll
Other related duties as assigned.