Manager of Bill Pay and Bookkeeping
Company DescriptionMoneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clientsWe are one firm with many solutions, and we provide a full spectrum of financial advisory services, but our true purpose is centered on building relationships and providing exceptional service to our clients around the globe.
Job DescriptionWe are seeking a dedicated Manager of Bill Pay and Bookkeeping to oversee and optimize financial processes within our organizationThis pivotal role involves leading the team responsible for accurate and timely bill payments and maintaining comprehensive, accurate financial records.
This managerial position offers an exciting opportunity to lead and optimize our bill pay and bookkeeping functionsIf you are a dynamic leader with a strong financial acumen and a passion for process improvement, we invite you to join our team and contribute to our organization's success.
Essential ResponsibilitiesLead and manage the team responsible for bill payment processes, ensuring accuracy, timeliness, and compliance with company policies and regulationsDevelop and implement efficient procedures for bill payment, bookkeeping, and financial record maintenance utilizing QuickBooksOversee the reconciliation of bank statements as well as accounts payable and receivable, ensuring accuracy and resolving discrepanciesMonitor and prepare monthly financial statements and ad hoc reporting as required by Partners of the firm for their clients' needsCollaborate with cross-functional teams to streamline processes, enhance financial efficiency, and support organizational goals for the needs of clientsMonitor cash flow and financial transactions, providing reports and analysis to support decision-makingStay abreast of industry trends, best practices, and regulatory changes related to bill pay and bookkeeping, and implement necessary updatesQualifications Bachelor's degree in Accounting preferredExperience in accounts payable and accounts receivable functionsProficient in QuickBooks and Microsoft Office SuiteKnowledgeable in fundamental accounting practices and principlesStrong leadership skills with experience in effectively managing and motivating a teamAdditional InformationMoneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
Paid holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance401k Match - 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee engagement activitiesMoneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65We also do not allow outside business activities, insurance commissions and/or trails.
Recommended Skills Accounts Payable Accounts Receivable Business Process Improvement Business Process Models Commercial Awareness Decision Making Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
Job DescriptionWe are seeking a dedicated Manager of Bill Pay and Bookkeeping to oversee and optimize financial processes within our organizationThis pivotal role involves leading the team responsible for accurate and timely bill payments and maintaining comprehensive, accurate financial records.
This managerial position offers an exciting opportunity to lead and optimize our bill pay and bookkeeping functionsIf you are a dynamic leader with a strong financial acumen and a passion for process improvement, we invite you to join our team and contribute to our organization's success.
Essential ResponsibilitiesLead and manage the team responsible for bill payment processes, ensuring accuracy, timeliness, and compliance with company policies and regulationsDevelop and implement efficient procedures for bill payment, bookkeeping, and financial record maintenance utilizing QuickBooksOversee the reconciliation of bank statements as well as accounts payable and receivable, ensuring accuracy and resolving discrepanciesMonitor and prepare monthly financial statements and ad hoc reporting as required by Partners of the firm for their clients' needsCollaborate with cross-functional teams to streamline processes, enhance financial efficiency, and support organizational goals for the needs of clientsMonitor cash flow and financial transactions, providing reports and analysis to support decision-makingStay abreast of industry trends, best practices, and regulatory changes related to bill pay and bookkeeping, and implement necessary updatesQualifications Bachelor's degree in Accounting preferredExperience in accounts payable and accounts receivable functionsProficient in QuickBooks and Microsoft Office SuiteKnowledgeable in fundamental accounting practices and principlesStrong leadership skills with experience in effectively managing and motivating a teamAdditional InformationMoneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the wellbeing of employees and their families:
Paid holidaysPaid time off (PTO)Employer cost-shared medical and dental insuranceEmployer paid short-term disability, long-term disability, AD&D insurance, and basic life insurance401k Match - 50% of employee contributions up to 6% of compensationDiscretionary annual profit-sharing bonusPaid parental leaveProfessional development reimbursementPaid volunteer time off (VTO)Employee referral incentive bonus programOnsite wellness programs & rewardsEmployee engagement activitiesMoneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65We also do not allow outside business activities, insurance commissions and/or trails.
Recommended Skills Accounts Payable Accounts Receivable Business Process Improvement Business Process Models Commercial Awareness Decision Making Apply to this job.
Think you're the perfect candidate? Apply on company site Estimated Salary: $20 to $28 per hour based on qualifications.
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