Financial Planning and Analysis

• Manage all day-to-day bookkeeping in QuickBooks Online.
• Maintain accurate, accrual-based records of income and expenses.
• Reconcile bank and credit card statements monthly.
• Track accounts payable and receivable; flag overdue payments.
• Record and categorize transactions, bills, and journal entries.
• Support month-end and year-end close processes.
• Coordinate with external accountant for tax prep and compliance.
• Create and send professional client invoices.
• Assist with sales tax tracking and filings (with CPA support).
• Maintain organized digital documentation and a clear audit trail.
• Work directly with HR & Finance Manager and collaborate with external accounting firm.

Finance Specialist

Senior Financial Analyst

Finance Operations Manager

Senior Financial Analyst

SVP, Finance and Treasurer

Senior Manager, Financial Planning & Analysis