Financial Specialist

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Remote | Somerled | Full-time | W2

About Us

Somerled is a design firm, specializing in short-term rentals. We have helped hundreds of investors across the US maximize the potential of their investment property through research, strategy, and design. We are as creative and design-forward as we are strategic thinking beyond “just a place to stay” to create experiential and memorable vacation rentals.

Job Overview

We are seeking an experienced and analytical Financial Specialist to join our finance team. The Financial Specialist will play a critical role in maintaining the financial health of the organization by managing bookkeeping, payroll, accounts payable and receivable, financial planning, and tax management.

Key Responsibilities

Bookkeeping and Financial Records

• Accurately record all financial transactions, including income, expenses, and payments, in the appropriate accounting systems and ledgers.
• Maintain the general ledger, posting and reconciling entries to ensure accuracy.
• Reconcile bank statements and resolve discrepancies promptly.
• Prepare monthly, quarterly, and annual financial reports for internal review and external audits.

Payroll Processing and Compliance

• Process payroll accurately and on time, including regular, bonus, and off-cycle payments.
• Code payroll to jobs if applicable.
• Verify payroll data in collaboration with HR, ensuring accurate hours, PTO, and deductions.
• Manage compliance with federal, state, and local payroll tax regulations.
• Prepare data for quarterly payroll tax filings and collaborate with an external CPA or tax consultant for submission.

Accounts Payable and Receivable

• Process vendor invoices, verify accuracy, and prepare payments (checks, electronic transfers, ACH payments, etc.).
• Issue client invoices promptly and track outstanding balances.
• Monitor AR aging reports and follow up on overdue accounts to ensure timely payments.
• Perform monthly AP/AR reconciliations and resolve discrepancies.

Tax Compliance Support

• Gather and prepare data for federal, state, and local tax filings.
• Collaborate with external CPA or tax consultant to ensure compliance and timely submission of quarterly and annual returns.
• Maintain accurate tax records and identify compliance needs for multi-state operations.

Collaboration with HR

• Coordinate payroll data with HR, including onboarding, offboarding, and benefits deductions.
• Provide financial support for employee-related matters such as final payroll calculations during terminations.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.
• Certified Public Accountant (CPA) designation is a plus.
• Proven experience as a Payroll Expert, Bookkeeper, Accounts Receivable, and Accounts Payable.
• Comprehensive knowledge of GAAP (Generally Accepted Accounting Principles) and financial regulations.
• Proficiency in accounting software and Microsoft Excel.
• Proficiency in Quickbooks Online.

Preferred Attributes:

• Strong analytical, problem-solving, and organizational skills.
• Excellent communication and interpersonal skills, with the ability to convey complex financial information clearly.
• Integrity, reliability, and attention to detail are key attributes for this role.

What We Offer:

• Annual Salary
• Company Benefits

How to Apply

Apply using this link: https://forms.monday.com/forms/c3ad92bd81e91e8c7065fd8e0a28677c?r=use1

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• Paid time off

Work Location: Remote