Finance Admin
Finance Admin
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Job Description
About Einsightful LLC:
At Einsightful LLC our success is driven by our talented team and our commitment to their professional growth. We are a crossfunctional shared service organization providing essential support functions that empower our clients businesses. These services include billing bookkeeping human capital management payroll compliance continuous improvement technology solutions product development and project management.
About the Role:
We are seeking a detailoriented and organized Finance & Admin Specialist to join our team. This dualrole position is ideal for an individual who can efficiently manage bookkeeping tasks client billing and provide essential administrative support. You will be responsible for maintaining accurate financial records for clients across various industries assisting with tax and payroll functions and ensuring smooth daytoday office operations.
Key Responsibilities:
Financial Services & Bookkeeping
Document and record financial transactions accurately
Enter financial data into QuickBooks with precision
Organize and maintain comprehensive financial reports
Factcheck and ensure the accuracy of accounting records
Identify and notify senior staff of any accounting discrepancies
Reconcile accounts and ensure proper documentation
File state tax returns and prepare necessary tax documents
Process biweekly payroll for clients
Monitor financial transactions for compliance and accuracy
Prepare and present detailed financial reports to clients
Manage firm billing including invoicing payment processing and following up on outstanding payments
Administrative Support
Manage client communications including responding to inquiries and scheduling meetings
Maintain and organize both electronic and physical financial records efficiently
Assist with the preparation of reports documents and presentations
Coordinate and oversee office supplies and resources management
Handle general administrative tasks such as data entry email correspondence and filing
Provide support to senior staff with operational and clerical tasks
Assist in client onboarding processes and document collection
This is an excellent opportunity for a proactive professional who enjoys working with numbers billing processes and excels at administrative tasks. If you are detailoriented and ready to contribute to a dynamic team we encourage you to apply!
Requirements
- Financial Expertise: Proficient in QuickBooks; experience with ProConnect Tax and Zoho Apps is a plus
- Billing Knowledge: Familiarity with billing processes and payment collections
- Administrative Skills: Strong organizational abilities with a knack for multitasking
- Attention to Detail: Exceptional ability to accurately enter and verify financial data
- Communication Skills: Excellent verbal and written communication with clients and team members
- Time Management: Proven ability to prioritize tasks work under pressure and meet deadlines
- Technical Proficiency: Familiarity with Microsoft Excel and common office software
- Customer Service Orientation: Friendly responsive and dedicated to building client relationships
- Must have access to a reliable computer and a stable secure internet connection
Bachelor s degree Detail-oriented, highly motivated with the ability to manage time effectively Excellent interpersonal, written and verbal communication skills Team player with the ability to work independently to meet deadlines, goals, and objectives Proficiency in creating presentations and reports for stakeholders Ability to multi-task in a fast-paced environment Strong project management, change management, and organizational skills Solid quantitative and analytical skills Collaborative worker and strategic thinker Self-starter that takes ownership in projects High-level of flexibility and adaptability to changing requirements and environments Ability to interact cross-functionally with various levels of employees and management Proficiency in drafting policies, procedures, process flowcharts, and other standard business documents
Employment Type
Full Time
