
Senior Financial Operations Specialist
7 days ago
Key Responsibilities
Financial Management & Operations
- Manage end-to-end accounting operations across multiple client accounts, including Accounts Payable (AP), Accounts Receivable (AR), journal entries, and payroll journals.
- Oversee month-end and year-end closing processes, ensure timely and accurate financial reporting in line with client deadlines.
- Prepare and review financial statements including Profit and Loss (P&L), Balance Sheet, and Cash Flow Statements in accordance with GAAP, IFRS, or relevant local accounting standards.
- Execute regular bank reconciliations, process bank transactions, and apply credit memos across AP and AR accounts to ensure effective cash management.
Financial Analysis & Reporting
- Monitor and report on aging of AR and AP ledgers to optimize working capital and support timely collections and payments.
- Coordinate with internal teams and external partners to ensure accurate payroll processing, AP/AR management, and tax filings.
Client Engagement & Relationship Building
- Build and maintain strong client relationships through clear communication, proactive updates, and timely resolution of accounting-related queries.
- Ensure high levels of client satisfaction and retention through consistent delivery of quality service and responsiveness.
Process Improvement & Team Support
- Identify and implement automation or workflow improvements to enhance accuracy, efficiency, and scalability in accounting operations.
- Mentor and support accounting team members to maintain service quality and foster skill development.
Audit & Compliance Support
- Support internal and external audit processes by coordinating with auditors and preparing necessary financial documentation.
- Ensure compliance with accounting policies, client-specific requirements, and applicable regulatory standards.
We are seeking a highly skilled professional to oversee end-to-end accounting operations, financial reporting, and client relationship management. This individual will drive operational excellence, client satisfaction, and process efficiency across multiple client accounts.
The ideal candidate will be proactive, detail-oriented, and analytical, with a strong commitment to teamwork and the ability to embrace challenges. They will be someone who takes the initiative, consistently strives for excellence, and is eager to contribute to the success and growth of our organization.
This role offers opportunities for professional growth and development in a dynamic, collaborative, and growth-oriented environment where innovation, teamwork, and continuous learning are pivotal to success.
Elevate aims to empower entrepreneurial firms and their leaders by providing the capital, operational support, and strategic guidance they need to scale. Our mission is to partner with growth-focused accounting, tax, and advisory firms to create an environment where professionals can focus on serving clients, developing talent, and innovating across accounting, tax, and advisory services.
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