Assistant Financial Manager

Financial management company seeking a financial 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 and Word

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.