Financial Operations Specialist
Job summary
A detail-oriented Financial Operations Specialist is needed to organize and track financial records across multiple companies. Responsibilities include bookkeeping, expense tracking, monthly reporting, compliance support, payroll preparation, and assisting with funding readiness and financial system organization.
Job descriptions & requirements
- Organize and maintain financial records across multiple companies
- Gather and structure bank statements and financial documents
- Reconstruct historical transactions and categorize income and expenses
- Maintain accurate, up-to-date bookkeeping records
- Prepare monthly Profit & Loss (P&L) reports
- Track and manage all business expenses and subscriptions
- Prepare payroll summaries for review and approval
- Maintain organized financial folders (Google Drive or similar)
- Build and update financial tracking systems and spreadsheets
- Support compliance by organizing documents for tax and regulatory filings
- Track filing deadlines, including nonprofit filings such as Form 990
- Assist with organizing financial documents for funding applications
- Maintain a funding and financial readiness tracker
- Minimum 2 years of experience in bookkeeping, accounting, or financial operations
- Strong proficiency in Microsoft Excel or Google Sheets (advanced level required)
- Experience preparing financial reports (P&L, expense tracking, summaries)
- Strong attention to detail and accuracy
- Ability to organize large amounts of financial data
- Strong written and verbal communication skills
- Ability to work independently and follow structured instructions
- High level of integrity when handling financial information
- Highly organized and process-driven
- Detail-oriented with strong accuracy
- Consistent and reliable with deadlines
- Problem-solver who can work with incomplete data
- Proactive and able to identify gaps in financial records
- Comfortable working across multiple companies and systems
- All financial records must be accurate and up to date
- Monthly reports must be submitted on time
- No missed expense tracking or incomplete records
- Clear and organized financial documentation at all times
- Timely support for compliance and reporting needs
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