Financial Account Specialist

Financial Account Specialist
In Office Position | Monday–Friday | 8:00 AM – 5:00 PM | Salary $35K a year

Join a growing team where your financial expertise helps keep operations running smoothly.

We are seeking a detail-oriented Financial Account Specialist to manage critical financial operations including bank reconciliations, account oversight, fund transfers, and financial reporting. This role is ideal for a finance professional who enjoys working with data, maintaining financial accuracy, and supporting strong financial processes.

You will work closely with leadership and internal departments to ensure financial compliance, maintain accurate records, and support financial planning efforts.

Key Responsibilities

• Prepare financial reports and statements for leadership review
• Perform bank reconciliations to ensure financial accuracy
• Manage banking operations and account maintenance through AXOS
• Process and monitor internal fund transfers
• Assist with budgeting, forecasting, and cash flow analysis
• Review financial data from multiple systems for accuracy and completeness
• Maintain the Chart of Accounts and oversee budget uploads
• Monitor financial performance and identify potential financial risks
• Conduct reconciliations and financial reviews to ensure GAAP compliance

What We're Looking For

• Experience with bank reconciliations and financial reporting
• Strong knowledge of GAAP and financial management principles
• Experience with AXOS or similar financial platforms preferred
• Excellent analytical and problem-solving skills
• Strong attention to detail and organizational skills
• Ability to manage multiple financial tasks and deadlines
• Bachelor's degree in Accounting, Finance, or related field preferred

Benefits

Eligible full-time employees may receive a comprehensive benefits package, which can include medical, dental, vision, paid time off, paid holidays, and retirement plan options (including employer match.

Disclaimer

This is not an all-inclusive job description. Duties and responsibilities may be modified at any time based on operational needs.