Financial management company seeking a business manager in an in-office full-time position. 75 year old company offers paid benefits including health, dental and vision insurance, 401k and profit-sharing plans, paid parking and more.
Skills:
• Proficient use of PC applications including Outlook, Excel, Word and Agilink accounting program.
• Oral and Written Communication Skills
• Fluent Command of English
• Professionalism
• Time Management
• Organizational Skills
• Knowledge of AgilLink/Datafaction
• Understanding of Generally Accepted Accounting Principles
• Financial Statement Analysis
• Entity and Individual Income Taxation
• Intermediate Level Understanding of Finance, Real Estate, and Banking
• Bookkeeping Competencies
• Problem-Solving Skills
• Proficiency in Microsoft Office
Duties and Responsibilities include the following:
• Interface with clients and financial partners on a daily basis
• Attend and conduct client financial meetings
• Review financial statements, tax returns, and other financial documentation
• Review tax projections and quarterly estimates
• Assist with special projects, including but not limited to, real estate transactions, cost analysis, and customized financial reporting
• Receive invoices from vendors. Review and process using our accounting software (AgiLink or Datafaction) and adhere to standard company procedures to document purchases.
• Reconcile bank statements
• Ensure efficient and timely processing of all transactions with client vendors.
• Maintain professionalism and confidentiality at all times to safeguard confident sensitive information.
• Analyze discrepancies on invoices, and research to discover the source of the issue.
• Process and record client payroll
• Other related duties as assigned.
