As the Finance and Administration Coordinator, you will handle a variety of client needs including bookkeeping, data entry, Human Resources and audit prep with the support of Capitol Operations client leads.
Main responsibilities include:
- Maintaining QuickBooks accounts for multiple clients; entering daily expenses, invoicing for clients, entering vendor bills, entering deposits
- Reconcile external records with accounting files on a monthly and quarterly basis, including bank, donation databases, etc.
- Updating customized budgets and cash flows with projected and actual amounts for various business formations including 501(c)3 and (c)4s, S-Corps, and Limited Liability Companies for the purposes of daily operations and securing external financing
- Updating weekly cash reports and monthly bank reconciliation reports for a wide array of clients
- Working with senior management to maintain HR policies and procedures - onboarding, reimbursements, and client invoicing
- Assisting in business tax registration process for a variety of clients in all required jurisdictions and maintain proper documentation of licenses, correspondence, and notices from states
- Entering payroll on a bi-monthly basis; collecting all payroll related tax reports, responding to state related payroll tax inquiries
- Administering and maintaining benefits enrollment and programs for client staff including healthcare, 401K, and a Flexible Benefits Plan
- Miscellaneous projects as needed
We need someone who has:
- Productivity in a remote workplace, with the ability to work independently and drive the day-to-day financial operations of clients.
- Professional presence, great interpersonal skills, business maturity
- Ability to work productively with a diverse range of clients
- Extremely organized and able to work on different projects
- Ability to manage financial and HR data in a confidential and professional manner
We prefer someone with:
- Bachelor’s Degree in relevant field
- Proficiency with QuickBooks or similar accounting software
- Advanced MS Office skills – particularly Excel
- Experience with Paychex, BILL, Expensify, Gusto, annual audits and 990 preparation is a plus