Financial Operations Specialist

4 weeks ago

Ottawa, Ontario, Canada Paul Davis Ottawa Full time
POSITION: Financial Operations Specialist
REPORTS TO: Job Costing Accountant
MANAGES: N/A
LOCATION: Ottawa, ON, Canada – Office Based

The Financial Operations Specialist at Paul Davis is responsible for managing all financial transactions related to payables within the organization. This role involves recording, reconciling, and processing all invoices and expenditures.

Paul Davis Restoration, Inc. is a prominent franchise organization dedicated to providing emergency services, restoration, and reconstruction for both residential and commercial properties affected by various disasters. With a network of over 380 franchises across the US and Canada, we have assisted more than 2 million property owners in restoring their properties and lives since our inception.

Our commitment to excellence and adherence to our vision, mission, and values unify our organization towards a common goal and set of core operating principles. The promise of our Brand – to consistently deliver integrity – is the foundation of our reputation and the expectations of those who engage with us.

Key Responsibilities

As a Financial Operations Specialist, you will:
  • Receive, assess, and organize incoming invoices, expenses, and payments.
  • Coordinate weekly cheque runs.
  • Collaborate with subcontractors to address and resolve invoice inquiries.
  • Serve as a liaison between the organization and external clients.
  • Update all invoices in QuickBooks desktop and RMS.
  • Communicate with subcontractors regarding payment statuses.
  • Review subcontractor statements on a monthly basis.
  • Maintain all approved invoices from designated departments.
  • Conduct monthly account reconciliations.
  • Review credit card transactions and secure necessary approvals.
  • Ensure data consistency between QuickBooks desktop and RMS.
  • Assist with bookkeeping tasks including A/P, A/R, GL, Payroll, and Reports.
  • Maintain an organized filing system.
  • Support the preparation of financial reports.
  • Acquire knowledge of various procedures and program requirements to effectively respond to inquiries and explain departmental services.
  • Maintain an updated mailing list.
  • Compile monthly sales reports.
  • Perform additional reasonable duties as assigned.

Required Skills and Qualifications

To excel in this role, candidates should possess:
  • Strong knowledge of office support functions including word processing, filing, and data compilation.
  • Ability to work under pressure with a strong work ethic and initiative.
  • A positive and friendly demeanor.
  • Excellent interpersonal skills.
  • Motivation and creative problem-solving abilities.
  • Strong organizational skills.
  • Bilingualism is considered an asset.

Specialized Knowledge

Preferred qualifications include:
  • Experience with QuickBooks.
  • Familiarity with construction terminology and procedures.
  • Proficiency in QuickBooks Desktop.
  • Experience with RMS.
  • Typing speed of at least 40 words per minute.
  • Bookkeeping knowledge and experience.
  • Proficiency in spreadsheet software and intermediate word processing skills.
  • Experience with database software.
  • Ability to manage multiple tasks effectively.

Work Environment

This position is based in a general office environment. The characteristics of this work environment are representative of those an employee may encounter while performing essential job functions. Reasonable accommodations can be made to enable individuals with disabilities to perform essential functions.

JOIN THE PAUL DAVIS TEAM

Paul Davis is a leader in restoration and reconstruction services for insurance providers and commercial properties across the United States and Canada. We are expanding locally and offer career opportunities for individuals seeking meaningful work. We are dedicated to creating opportunities for our team members through various training and development initiatives.

Our company is built on principles of customer service, dynamic decision-making, and leadership, equipping us to sustain our rapid growth. Our team emphasizes living our Vision, Mission, and Values, making our roles crucial to the success of the franchise.

OUR VALUES INCLUDE:
  • Delivering on promises.
  • Respecting individuals.
  • Taking pride in our work.
  • Practicing continuous improvement.

OUR VISION:
To provide extraordinary care while serving people in their time of need.
OUR MISSION:
To create opportunities for exceptional individuals to deliver Best in Class results.

If you possess a strong work ethic, attention to detail, and a passion for helping others, we encourage you to consider this opportunity with us.

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