Finance Admin

About Einsightful LLC:

At Einsightful LLC, our success is driven by our talented team and our commitment to their professional growth. We are a cross-functional shared service organization providing essential support functions that empower our clients' businesses. These services include billing, bookkeeping, human capital management, payroll, compliance, continuous improvement, technology solutions, product development, and project management.

About the Role:

We are seeking a detail-oriented and organized Finance & Admin Specialist to join our team. This dual-role position is ideal for an individual who can efficiently manage bookkeeping tasks, client billing, and provide essential administrative support. You will be responsible for maintaining accurate financial records for clients across various industries, assisting with tax and payroll functions, and ensuring smooth day-to-day office operations.

Key Responsibilities:

Financial Services & Bookkeeping

- Document and record financial transactions accurately

- Enter financial data into QuickBooks with precision

- Organize and maintain comprehensive financial reports

- Fact-check and ensure the accuracy of accounting records

- Identify and notify senior staff of any accounting discrepancies

- Reconcile accounts and ensure proper documentation

- File state tax returns and prepare necessary tax documents

- Process biweekly payroll for clients

- Monitor financial transactions for compliance and accuracy

- Prepare and present detailed financial reports to clients

- Manage firm billing, including invoicing, payment processing, and following up on outstanding payments

Administrative Support

- Manage client communications, including responding to inquiries and scheduling meetings

- Maintain and organize both electronic and physical financial records efficiently

- Assist with the preparation of reports, documents, and presentations

- Coordinate and oversee office supplies and resources management

- Handle general administrative tasks such as data entry, email correspondence, and filing

- Provide support to senior staff with operational and clerical tasks

- Assist in client onboarding processes and document collection

This is an excellent opportunity for a proactive professional who enjoys working with numbers, billing processes, and excels at administrative tasks. If you are detail-oriented and ready to contribute to a dynamic team, we encourage you to apply!

Requirements

Skills & Qualifications

Financial Expertise: Proficient in QuickBooks; experience with ProConnect Tax and Zoho Apps is a plus

Billing Knowledge: Familiarity with billing processes and payment collections

Administrative Skills: Strong organizational abilities with a knack for multitasking

Attention to Detail: Exceptional ability to accurately enter and verify financial data

Communication Skills: Excellent verbal and written communication with clients and team members

Time Management: Proven ability to prioritize tasks, work under pressure, and meet deadlines

Technical Proficiency: Familiarity with Microsoft Excel and common office software

Customer Service Orientation: Friendly, responsive, and dedicated to building client relationships

Must have access to a reliable computer and a stable, secure internet connection