Reports to: Director of 415 Access
Responsibilities
- Prepares monthly balance sheet reconciliations
- Completes monthly management reporting package
- Proactively researches data and provides detailed insight on the client’s financials
- Helps facilitate annual budget process
- Manages clean-up process for new clients to ensure accuracy of financials prior to go-live
- Consistently improving FP&A processes
Areas of Concentration
- Makes sure client financials are 100% accurate
- Standardizing FP&A processes to increase overall efficiency
- Ensures client peace of mind
Qualifications
- 3 years of verifiable work experience in the areas of responsibility
- Can research and analyze large amounts of data
- Experience preparing annual budgets
- Ability to interpret information and provide proactive solutions
- Strong communication/interpersonal skills
- Ability to work efficiently and to multi-task
- Client-centric approach to all matters
- Excellent communication skills via telephone, video conference, email and in all other formats as interaction with client customers may be frequent
About the Division
415 Access provides outsourced bookkeeping and advisory services for small businesses and non-profits. Think of us as a virtual Finance department that does everything from basic bookkeeping services like payroll and bill pay to Controller and CFO-level services such as budgeting, cash-flow management and strategic planning. As a fast-growing division we have many roles to fill within our team and are constantly looking for new talent.
