Job Summary: We are seeking a highly organized and detail-oriented individual to join our team as a Finance Associate II. The successful candidate will be responsible for a variety of administrative and financial tasks, ensuring efficient and accurate operations within the tax department. This role involves managing communications, supporting financial processes, and providing backup support for various administrative functions.
Key Responsibilities: RD Credit Email and Follow-Ups:
- Manage and respond to RD credit emails, ensuring timely follow-up on outstanding issues.
Sorting Tax Department Mail and Tax Admin Mailbox - Backup:
Provide backup support for sorting and distributing mail within the tax department and managing the tax administration electronic mailbox. Assist with Purchase Orders/Tracker/Accruals/AOP Management:
- Support the management of purchase orders, track expenses, handle accruals, and assist with Annual Operating Plan (AOP) management.
Payments/Check Requests:
- Process payments and check requests for federal, state, and miscellaneous expenses. Support daily financial processes such as purchase requisitions, invoice reconciliation, supplier payments, and requests for checks, along with addressing questions concerning monthly budget data.
Monthly Journal Entries and KPMG IT Costs:
- Prepare and post monthly journal entries and manage IT costs associated with KPMG. Prepare journal entries, invoices, and other accounting documentation.
State Notices and Mailing Needs:
- Process state notices and manage mailing requirements.
Other Administrative Duties:
- Maintain organizational charts, manage HFM maintenance, and prepare reports. Assist with various tasks such as managing 1099s and Power of Attorney (POA) documents. Coordinate aspects of accounting or finance operations and resolve problems arising in daily, weekly, monthly, quarterly, or annual processes.
Required Qualifications: - High school diploma with three years of relevant experience, or an Associate's degree with one year of relevant experience, or a Bachelor's degree (preferred in finance, accounting, or business).
- Demonstrated proficiency in Excel and Adobe Acrobat.
- Strong prioritization skills and a sense of urgency for tasks at hand.
- Knowledge of general office practices, procedures, and equipment.
- Excellent communication skills, both verbal and written, with the ability to listen effectively.
Preferred Qualifications: - Experience in a finance or accounting role.
Education: High School