Finance & Operations Specialist

Maintain accurate bookkeeping and daily financial records.

Manage JPM transactions, expense tracking, and departmental payroll allocations.

Handle Accounts Receivable (AR): issue invoices, monitor aging reports, record payments, and follow up on overdue accounts.

Handle Accounts Payable (AP): review vendor bills, verify purchase orders, reconcile accounts, and manage cash flow.

Process payroll weekly via Gusto, including commissions, bonuses, and employee changes.

Create and manage Purchase Orders (POs) and Sales Orders (SOs), ensuring accuracy and compliance.

Prepare professional proposals/quotations and track client approvals.

Conduct forecasting, financial analysis, and generate ad hoc reports.

Identify and mitigate financial and operational risk factors.

Forecast cash flows to support strategic planning and liquidity management.

Streamline systems and processes for efficiency and scalability.

Support insurance submissions, reconciliations, and other operational reporting.

Collaborate with staffing operations using Bullhorn to ensure seamless integration of financial and recruiting workflows.

Bachelor’s degree in Accounting, Finance, or related field preferred.

3+ years of experience in bookkeeping, AR/AP, payroll, or financial operations.

Proven experience owning processes from implementation to improvement.

Proficiency in accounting software (QuickBooks, NetSuite, or equivalent) and payroll systems (Gusto required).

Experience working with Bullhorn or similar ATS/CRM systems.

Strong analytical skills with experience in cash flow forecasting and risk management.

Process-oriented mindset with ability to improve workflows and systems.

Excellent communication skills for client and vendor interactions.

Ability to manage multiple priorities in a fast-paced environment.