
Business Operations Specialist
1 day ago
As a seasoned finance and administrative professional, you will play a pivotal role in supporting our organization's operations.
Job DescriptionWe are seeking an experienced financial administrator to join our team. As a member of our staff, you will be responsible for providing high-level support to our finance manager, including day-to-day bookkeeping, contract administration, payroll, benefits coordination, and other related administrative functions.
- Accounts Receivable & Billing
- Generate daily hardware/software invoices in QuickBooks Online (QBO) and the Professional Services Automation & Billing System (PSA).
- Prepare and release monthly recurring service and project billing.
- Track customer deposits and ensure timely, accurate revenue recognition.
- Reconcile PSA and QBO to confirm billing accuracy and timing.
Key Responsibilities:
- Contract Administration
- Create and maintain Managed Services, Fixed-Price, and T&M contracts in the PSA.
- Monitor contract expirations, discounts, and renewals.
- Coordinate with Sales and Service teams for client onboarding and compliance documents such as Certificates of Insurance (COIs).
- Accounts Payable
- Provide backup support to AP Clerk by entering and managing vendor bills and purchase orders, preparing weekly AP runs and resolving vendor inquiries, and tracking credit-line usage and ensuring proper approvals.
- Payroll & HR Support
- Verify timesheets and process bi-weekly payroll, including certified payroll.
- Coordinate health, dental, HSA, 401(k), and other benefit enrollments and changes.
- Assist with onboarding/offboarding, personnel records, and responding to HR-related questions.
- Month-End & Compliance
- Reconcile bank and credit-card accounts; support journal entries and accruals.
- Assist with monthly close and state/local tax filings.
- Support preparation of 1099s and year-end audit documentation.
- Education: Completion of or willingness to enroll in a Bookkeeper Certificate Program (e.g., SRJC Bookkeeper Certificate Program) or an Associate's degree in Accounting, Finance, or related field.
- Experience: 3+ years in accounting support roles desired, 1+ year in a professional services environment is a plus.
- Skills:
- Proficient in Microsoft Office, especially Excel, Outlook, and Teams.
- Strong task and time management skills with a high degree of accuracy.
- Clear written and verbal communication skills across teams.
- Ability to manage confidential financial and personnel information with discretion.
Working Conditions:
- This is a hybrid remote and on-site position based in Sonoma County. On-site presence is preferred; however, 100% remote arrangements will be considered for qualified candidates.
Compensation:
$55,000 - $60,000 per year
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