Financial Operations

Job Description

As a Financial Operations Staff you will be responsible for managing the day‑to‑day financial operations of multiple clients, ensuring their financial records are accurate and up‑to‑date. You will report directly to the accounting manager and work closely with other members of our Financial Operations team to provide exceptional service to our clients.

• Allocate and post financial transaction details to entity books using cloud‑based accounting systems.
• Reconcile and balance all accounts (bank accounts, loan accounts, credit cards).
• Prepare financial statements and ad hoc reports as necessary (trial balance, income statement, balance sheet).
• Calculate and prepare sales tax returns and tax payments.
• Assist with 1040 returns and business returns as needed.
• Process payroll and assist with client related questions.
• Maintain accurate and organized financial records for multiple clients.
• Assist with month‑end and year‑end closing processes.
• Communicate with clients and provide excellent customer service.
• Work closely with the accounting manager and other team members to ensure timely and accurate financial reporting.

• Prior experience in accounting, finance, or HR is preferred, but not required.
• Experience in Bookkeeping and a college degree is preferred, but not required.
• Knowledge of bookkeeping practices, experience with Quickbooks Online, Microsoft Excel and other cloud‑based accounting solutions is a plus.
• Knowledge of generally accepted accounting principles and procedures is a plus.
• Ability to analyze and solve problems.
• Work with confidentiality and integrity.
• Strong attention to detail and ability to multitask.
• Excellent communication skills, both written and verbal.
• Ability to work independently and as part of a team.

We offer competitive compensation packages, health benefits, and a collaborative work environment. If you’re a self‑starter with an interest in finance and accounting we invite you to submit your resume by clicking on the “I’m interested” button.

Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.