Bachelor's degree in accounting, finance, or related field.
3+ years of experience in bookkeeping, AR/AP, payroll, or financial operations.
Proficiency with accounting software (QuickBooks, NetSuite, or equivalent) and payroll systems (e.g., Gusto).
Strong analytical skills with experience in cash flow forecasting and risk management.
Requirements:
Maintain accurate bookkeeping and daily financial records, manage JPM transactions, expense tracking, and departmental payroll allocations.
Handle Accounts Receivable (AR) and Accounts Payable (AP) processes: issue invoices, monitor aging reports, record payments, follow up on overdue accounts; review vendor bills, verify purchase orders, reconcile accounts, and manage cash flow.
Process payroll weekly via Gusto, including commissions, bonuses, and employee changes.
Forecast cash flows, conduct financial analysis, generate ad hoc reports, identify and mitigate financial and operational risk factors, and streamline systems and processes for efficiency and scalability.
We are seeking a proactive and detail-oriented Finance & Operations Specialist to oversee bookkeeping, payroll, accounts receivable/payable, and operational documentation across our staffing, services, lab, and manufacturing divisions. Beyond day-to-day financial management, this role plays a key part in identifying and mitigating risk factors, forecasting cash flows, and streamlining systems and processes to support sustainable growth.
Key Responsibilities
Maintain accurate bookkeeping and daily financial records.
Manage JPM transactions, expense tracking, and departmental payroll allocations.
Handle Accounts Receivable (AR): issue invoices, monitor aging reports, record payments, and follow up on overdue accounts.
