Financial Specialist/Office Manager at Device Solutions Inc in Morrisville, North Carolina

Posted in Other 10 days ago.

Type: full-time





Job Description:

Job Description

Device Solutions is seeking an individual to fill both the Financial Specialist and Office Manager roles. The candidate must be highly organized, efficient, and energetic. Effective communication skills and an overall positive attitude is required for the team's success. As Financial Specialist, the candidate will be responsible for tasks such as processing financial transactions, reconciling accounts, and ensuring all financial records are accurate, up-to-date and in compliance with reporting requirements. As Office Manager, the candidate will perform activities to ensure efficient operations and assist with administrative tasks to keep the company of 40 employees operating smoothly. The Financial Specialist role averages about 75% of the weekly effort. This is a full-time position and reports directly to the executive management team. This is an in-office opportunity at the Device Solutions office in Morrisville, NC.

This job might be for you if you:
  • Are meticulous and detail oriented.
  • Enjoy working with numbers and accounting.
  • Excel at planning and logistics.
  • Have accounting and QuickBooks experience (preferred).
  • Like to engage in multiple areas of the organization.
  • Have strong ethical standards and an ability to maintain confidentiality.

Benefits:
  • Medical insurance
  • 401K
  • Paid Time Off

Financial Specialist Responsibilities Include:
  • Record financial transactions that occur within the organization on a day-to-day basis.
  • Review and process source documents such as invoices, receipts, and bank statements.
  • Prepare customer invoices for review with management and submission monthly.
  • Analyze AR aging, identify overdue accounts and prioritize collection.
  • Produce financial statements and reports to assist in strategic and financial reporting requirements.
  • Perform account reconciliation and month-end adjusting journal entries.
  • Process payroll timely and accurately, including the submission of tax and benefit related filings.
  • Review and reimburse employee expenses.
  • Complete and submit compliance reports and filings related to state and local tax.
  • Prepare weekly and monthly reports as requested by the management team.
  • Prepare weekly metrics and forecasts using Excel and QuickBooks.

Office Manager Responsibilities Include:
  • Monitor and order office supplies and equipment.
  • Oversee and support all administrative duties in the office and ensure that office is operating smoothly.
  • Support insurance application, compliance forms, and similar filings.
  • Arrange client meetings and company events.
  • Assist in onboarding new employees.

Other
  • Local applicants preferred; relocation not paid.
  • We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.
  • References required.
  • Proficiency with QuickBooks is preferred, but experience in a similar accounting system will be considered.
  • Proficiency with Excel is preferred.

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