Finance Officer job description

A Finance Officer is responsible for managing an organization's financial operations, including budgeting, reporting, and compliance. This role is crucial for ensuring financial stability and supporting strategic decision-making within the company.

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What is a Finance Officer?

A Finance Officer is a professional who oversees the financial health of an organization. They are responsible for managing financial records, preparing reports, and ensuring compliance with regulations. This role requires strong analytical skills and attention to detail to maintain accurate financial data and support the company's financial strategies.

What does a Finance Officer do?

Finance Officers perform a variety of tasks to manage an organization's finances. They prepare financial statements, monitor budgets, and analyze financial data to identify trends and opportunities. Additionally, they ensure compliance with financial regulations, manage cash flow, and provide recommendations to improve financial performance. Their work supports strategic planning and helps the organization achieve its financial goals.

Job Overview

We are seeking a detail-oriented Finance Officer to manage our financial operations and ensure fiscal compliance. The ideal candidate will oversee day-to-day accounting functions, maintain accurate financial records, and support strategic financial planning. This role requires strong analytical skills and expertise in financial regulations to drive organizational financial health.

Finance Officer responsibilities include:

1. Manage accounts payable/receivable and ensure timely processing of transactions 2. Prepare monthly financial statements, including balance sheets and income statements 3. Conduct bank reconciliations and maintain general ledger accuracy 4. Process payroll and ensure compliance with federal/state tax regulations 5. Monitor cash flow and prepare cash flow projections 6. Assist in budget preparation and variance analysis 7. Ensure compliance with GAAP standards and internal financial policies 8. Support annual audit processes and respond to auditor inquiries 9. Implement and maintain internal financial controls 10. Process employee expense reports and verify compliance with company policies
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Must-Have Requirements

1. Bachelor's degree in Accounting, Finance, or related field 2. 3+ years of professional accounting experience 3. Proficiency in QuickBooks Online/Desktop and Microsoft Excel 4. Solid understanding of GAAP principles and financial regulations 5. Experience with accounts payable/receivable and payroll processing 6. Strong analytical and problem-solving skills 7. Excellent attention to detail and accuracy 8. Ability to maintain confidentiality of financial information 9. US work authorization and familiarity with US tax regulations

Preferred Qualifications

1. CPA certification or progress toward certification 2. Experience with enterprise accounting software (NetSuite, SAP) 3. Background in corporate finance or mid-size organization accounting 4. Experience with multi-state payroll processing 5. Knowledge of Sarbanes-Oxley compliance requirements 6. Master's degree in Accounting or Business Administration 7. Experience in financial forecasting and modeling 8. Previous role in regulated industry (banking, healthcare, etc.)

Bonus Skills

1. Advanced Excel skills (pivot tables, VLOOKUP, macros) 2. Experience with financial data visualization tools (Tableau, Power BI) 3. Bilingual capabilities (Spanish preferred) 4. Experience with tax preparation software 5. Knowledge of international accounting standards 6. Previous experience with merger/acquisition financial integration 7. Certified Internal Auditor (CIA) or Certified Management Accountant (CMA) 8. Experience implementing accounting system upgrades/migrations

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