
Senior Financial Operations Specialist
3 days ago
Financial Operations Specialist
We are seeking a skilled Financial Operations Specialist to join our team. As a key member of our operations department, you will be responsible for managing the day-to-day financial activities of our clients.
About the Role:
- Maintain accurate and up-to-date financial records for multiple locations, including reconciliations, journal entries, and account analysis.
- Process payments, credit memos, and vendor statements in a timely and efficient manner.
- Coordinate with providers for payroll, benefits, and other services.
- Analyze financial data to identify trends and areas for improvement.
Key Responsibilities:
- Multi-Unit Financial Management: Maintain daily postings and month-end closes for multiple locations; ensure standardized chart of accounts by brand.
- Reconciliation and Analysis: Reconcile bank/credit card/merchant accounts and third-party delivery or marketplace deposits (e.g., DoorDash/Uber Eats, Shopify/Amazon) including fees/chargebacks.
- Data Integration and Maintenance: Integrate and reconcile data from Toast, Square, Clover, Lightspeed, Revel, Shopify POS (as applicable); maintain clean bank feeds and mapping rules in QuickBooks Online (preferred) or Xero.
- Reporting and Unit Economics: Deliver location P&L, balance sheet, cash flow, and consolidated roll-ups on a 4-5-4 retail calendar or monthly close.
Requirements:
- 3+ years in SMB or franchise bookkeeping (multi-unit strongly preferred).
- Proficient with QuickBooks Online (classes/locations, bank rules, recurring journals); Xero a plus.
- Hands-on experience with at least one POS listed above and marketplace/aggregator reconciliations.
- Working knowledge of U.S. GAAP basics, sales tax, payroll journal entries, and multi-state nuances.
- Strong Excel/Google Sheets skills (pivot tables, lookups, basic modeling).
Benefits:
- Competitive salary with performance incentives.
- Fully remote work environment with predictable close calendar and US-hours overlap.
- Growth path into Senior Bookkeeper / Client Accounting Manager.
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