Financial Operations Specialist

1 month ago

Ottawa, Ontario, Canada Baker Tilly Full time

As a key member of the Baker Tilly team, the Financial Operations Specialist will play a vital role in maintaining the accuracy and integrity of our financial records. This position requires a strong attention to detail, proficiency in financial software, and excellent analytical skills to ensure the smooth financial operations of the organization.

Key Responsibilities:

Financial Recordkeeping:

  • Maintain and update financial records, including general ledger entries, accounts payable and receivable, bank reconciliations, and payroll records.
  • Ensure accuracy and completeness of information in financial transactions.

Accounts Payable:

  • Process vendor invoices, verify accuracy, and ensure timely payments.
  • Maintain vendor records and respond to inquiries.

Accounts Receivable:

  • Generate customer invoices, monitor receivables, and follow up on overdue accounts.
  • Record and reconcile customer payments.

Bank Reconciliation:

  • Perform regular bank and credit card reconciliations to ensure accuracy of financial data and identify discrepancies.

Payroll Processing:

  • Prepare and process payroll, including calculating hours, deductions, and taxes.
  • Maintain payroll records and reconcile payroll-related accounts.

Financial Reporting:

  • Assist in the preparation of financial reports, including profit and loss statements, balance sheets, and cash flow statements.

Requirements:

Education:

  • A high school diploma or equivalent is required.
  • A degree in accounting, finance, or a related field is preferred but not mandatory.

Experience:

  • Prior experience in bookkeeping, accounting, or a related field is highly desirable.
  • Familiarity with accounting software and tools is an advantage.

Financial Acumen:

  • Strong numerical aptitude and understanding of basic accounting principles, including debits, credits, and double-entry bookkeeping.

Attention to Detail:

  • Excellent accuracy and attention to detail in data entry, recordkeeping, and financial analysis.

Organizational Skills:

  • Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.

Computer Skills:

  • Proficiency in accounting software and tools such as QuickBooks, Excel, or other financial management systems.

Communication Skills:

  • Effective verbal and written communication skills to interact with internal teams, clients, and vendors.

Integrity:

  • Maintain confidentiality and handle sensitive financial information with professionalism and discretion.

Problem-Solving:

  • Strong analytical and problem-solving skills to identify and resolve discrepancies or issues in financial records.

Adaptability:

  • Willingness to learn and adapt to changes in accounting practices, software, and regulations.

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