Financial Operations Specialist

1 week ago


Cape Town, Western Cape, South Africa Project Growth Full time

**About Project Growth:**

We are a dynamic organization committed to supporting the growth of diverse businesses. Our mission is to provide exceptional financial management services, enabling our clients to focus on their core objectives.

**Job Description:**

As a **Financial Operations Specialist**, you will play a vital role in managing the financial data of multiple businesses under our portfolio. Your primary responsibility will be to ensure accurate and timely financial record-keeping, reporting, and analysis.

**Key Responsibilities:
  1. Financial Data Management:

    You will be responsible for entering, categorizing, and maintaining financial data across multiple businesses, ensuring accuracy and completeness.

  2. Expense Categorization:

    You must understand the nuances of business operations to properly categorize expenses and maintain accurate records.

  3. Reporting:

    You will create weekly financial reports, such as cash flow summaries (cash in, cash out), and prepare monthly Profit and Loss (P&L) statements and balance sheets.

  4. Accounts Payable and Receivable:

    You will manage bills and invoice payments, including sending wire transfers and following up with clients on outstanding payments.

  5. Tax Knowledge:

    You will apply knowledge of US taxes to maintain compliance and assist with preparation for tax filings.

  6. System Utilization:

    You will use QuickBooks for financial management and leverage tools like Slack and Notion for communication and task organization.

**What Success Looks Like:**

  1. Accurate Financial Records:

    All financial data is entered and categorized correctly, providing a clear view of each business's financial health.

  2. Timely Reporting:

    Weekly and monthly financial reports, including cash flow summaries, P&L statements, and balance sheets, are delivered on time.

  3. Efficient Payments Management:

    Bills and invoices are paid promptly, and client payments are tracked and followed up effectively.

  4. Compliance and Preparedness:

    Financial records are maintained in compliance with US tax requirements, and the client is well-prepared for tax filings.

  5. Seamless Collaboration:

    Effective use of tools like Slack and Notion (where applicable) to communicate and stay aligned with the team.



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