Financial Manager

Summary

Join our consultancy as a Finance Manager and play a critical role in managing our financial operations. You will handle bookkeeping, payroll, invoicing, and compliance, supporting financial forecasting and vendor evaluations. This hybrid role requires proficiency in QuickBooks, payroll processing, and compliance troubleshooting. The ideal candidate possesses strong analytical and problem-solving skills and a meticulous attention to detail. We offer a competitive base salary and a comprehensive benefits package.

Requirements

• Possess a Bachelor’s degree; business-related field such as accounting or finance preferred
• Have extensive experience with QuickBooks and payroll processing
• Have a background in compliance troubleshooting, particularly state filings
• Demonstrate familiarity with invoicing and financial forecasting
• Show proficiency in financial software and tools (QuickBooks, Gusto, etc.)
• Possess exceptional attention to detail and organizational skills
• Demonstrate strong analytical and problem-solving abilities
• Have the ability to handle confidential information with discretion

Responsibilities

• Perform bookkeeping tasks and maintain accurate financial records in QuickBooks
• Process and run payroll using Gusto, including configuring benefits withholdings
• Manage invoicing for complex consulting projects through BigTime
• Review and approve timesheets and expense reports for accuracy and compliance
• Coordinate ACH payments and vendor disbursements using Chase
• Ensure compliance with paid leave, sick leave, and holiday plans
• Assist with financial forecasting and planning
• Prepare and file annual state reports and address state compliance matters
• Troubleshoot compliance issues, including new state registrations and filings with payroll providers
• Coordinate with external accountants for tax filings and financial reporting
• Serve as the administrator for financial systems, including QuickBooks, Gusto, Chase, BigTime, Guideline 401(k), and Hartford Insurance
• Set up and maintain projects in BigTime and ensure accurate billing configurations
• Review and eliminate recurring expenses to optimize cost management
• Manage relationships with key vendors such as Northwest Registered Agent and United Healthcare
• Assist with vendor evaluations to support cost-effectiveness and quality

Preferred Qualifications

Possess a CPA certification

Benefits

Health, dental, vision, life, disability, vacation, and 401(k) with company match