Hybrid Financial Operations Associate – Entry Level (CA)

Citrin Cooperman

Nashville (TN)

Hybride

USD 42 000 - 52 000

Plein temps

Il y a 4 jours

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Résumé du poste

Citrin Cooperman is seeking an entry-level, full-time staff member to support the Business Management & Family Office practice. Based in a California office, you will assist managers and seniors with client accounts in entertainment, music, sports, and high net-worth client operations, contributing to efficient financial and administrative processes.

You will handle bank reconciliations, monthly cash flow reports, expense coding, and maintain billing worksheets, while developing professional

Qualifications

Bachelor’s degree in Business, preferably in Accounting/Finance/Business Management.
Proficient in Microsoft Office Applications.
Excellent written, verbal, and interpersonal communication; strong multi-tasking and attention to detail.
Bonus: Knowledge of QuickBooks, Agi link, or Data faction.

Responsabilités

Assist managers and seniors with assigned client accounts.
Maintain clear and effective communication with clients and their team members.
Produce accurate bank reconciliations and generate monthly cash basis financial or cash flow reports.
Process client bills and analyze credit card expenses to ensure proper coding.
Update performance registers and maintain accurate billing worksheets.