Financial Specialist jobs in Boulder, CO
Recently Added Financial Specialist jobs
Financial Specialist (Hybrid/In Office)
- Richtr Financial Studio
-
Boulder, CO
FULL_TIME
-
Who we are:We are a creative, collaborative, and passionate team of business advisors that love working with amazing Innovation-based companies. We provide an array of accounting, business operations, and fractional-CFO services designed to help our entrepreneurial clients in a few select verticals unleash their potential:
- Life Science
- Aerospace & Defense
- Deep Tech (e.g., AI, Software & Cleantech)
- Government Grants & Government Contracts
We have offices located in beautiful Downtown Boulder, CO on Pearl Street, in the LoDo area of Denver, as well 2 offices in sunny San Diego, CA (UTC & Downtown). We also have a presence in Silicon Valley. Our clients are located throughout the US and Internationally. We do a lot of the things you’d expect a CPA firm to do, but we are so much more - we are a Financial Studio.
We are looking for:A Financial Specialist - A strong numbers-oriented person that is a great communicator, is great at tracking and meeting deadlines, and has the ability to grow and learn Business Advisor skills over time.
What a typical day might be like:Each day is filled with a variety of tasks from recording and reconciling client transactions to special research projects where you might either be working solo, championing the completion of a project, or you might be working in coordination with a Business Advisor to achieve a set goal for a client.
Many of the tasks that you will encounter will be entry level, such as managing electronic streams of data and ensuring they are recorded to the correct locations. You will have opportunities to learn and grow within the team. Most of the work we do is completed on SaaS based technologies and accounting software including QuickBooks Online.
Your typical day may include the following tasks:- Full cycle accounts payable, accounts receivable & G/L entries
- Regular updates of SaaS transactions & sync maintenance
- Setup/maintenance of systems and records
- Assisting with budgeting and forecasting
- Assisting with financial statement preparation
- Payroll & payroll tax processing/coordination
- Sales tax & other compliance processing/coordination
Some other cool stuff to know:- We are a collaborative and distributed team that readily coordinates through video conferencing.
- We are constantly learning and sharing insights and experiences with others on our team - whether we have been with the company for 15 years or are just starting day one.
- We employ a wide variety of integrated SaaS based technologies (Including QBO) while emphasizing both efficient processes.
- We are always considering our Client’s Experience (CX) and Outcomes!
This job might be for you if:- You are a numbers person but may not have all the prior bookkeeping skills. We are willing to train the right person if you are a strong communicator and detail oriented
- You are exceptional with computers and can easily navigate through SaaS based technology
- You enjoy working in Excel spreadsheets
- You are an excellent communicator and understand that includes being a good listener
- You like to be organized and help others stay organized
- You take good notes when needed and ask questions when something is not clear
- You are good at keeping a schedule and have good methods to help you remember deadlines
- You are detail oriented and proofread things that you write or type to ensure they are accurate
- You like numbers and you think working with accountants would be rewarding
You might be a really good fit if:- You get things done and you take pride in doing them right
- You have relevant bookkeeping or accounting experience
- You have government grant and contract experience
- You have experience working with business owners and/or working on client engagements
- You are proficient with QuickBooks Online and/or other SaaS accounting technology
The Pay and the Perks:We offer competitive salaries, a flexible work environment, and great colleagues! Our full benefit package includes health, dental, vision, life AD&D, and long-term & short-term disability coverage. Full-time employees are also eligible for our matching 401(k), PTO, parking/transit pass, pre-tax dependent care FSA, HSA account options, and paid holiday time. Additional perks include regular office breakfasts, lunches, and team outings. Consideration for semi-annual bonuses and regular salary reviews as well as educational expense benefits. - 2 Days Ago
Consumer Loan Sales Specialist
- OneMain Financial
-
Longmont, CO
FULL_TIME
- At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Speci...
- 2 Months Ago
AP Specialist
- Creative Financial Staffing
-
Louisville, CO
FULL_TIME
- AP SpecialistAP Specialist Opportunity Overview:Our client, a premier outdoor manufacturer located in the dynamic Front Range area, is committed to creating exceptional products for adventure enthusia...
- Just Posted
Customer Service Sales Specialist
- UniTrust Financial Group
-
Boulder, CO
FULL_TIME
- Customer Service Sales Specialist Location: Remote (Work From Home) Key Responsibilities: Provide outstanding customer service to clients inquiring about insurance products. Drive sales by assisting c...
- Just Posted
AP/Payroll Specialist
- Creative Financial Staffing
-
Longmont, CO
FULL_TIME
- **Job Title: AP/Payroll Specialist**Our client is seeking an enthusiastic and detail-oriented professional to join their team as an AP/Payroll Specialist. In this role, you will have the unique opport...
- 19 Days Ago
Financial Center Teller
- Independent Financial
-
Longmont, CO
FULL_TIME
- We are looking for talented, hardworking, and detail-oriented individuals for our Financial Center Teller position. At Independent Financial, you will have an opportunity to make a difference in the c...
- 21 Days Ago
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0 Financial Specialist jobs found in Boulder, CO area
Financial Specialist (Hybrid/In Office)
- Richtr Financial Studio
-
Boulder, CO
- Job Description Job Description We are looking for: A Financial Specialist - A strong numbers-oriented person that is a ...
- 4/19/2024 12:00:00 AM
Financial Specialist (Hybrid/In Office)
- Richtr Financial Studio
-
Denver, CO
- Job Description Job Description We are looking for: A Financial Specialist - A strong numbers-oriented person that is a ...
- 4/19/2024 12:00:00 AM
Financial Services Representative - Lakewood, CO
- Fidelity TalentSource LLC
-
Lakewood, CO
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Service...
- 4/19/2024 12:00:00 AM
Financial Services Professional
- Bankers Life
-
Loveland, CO
- Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to g...
- 4/18/2024 12:00:00 AM
Financial Services Professional
- New York Life Insurance Company
-
Denver, CO
- About the Career Is now the time to make a career change? Are you looking to gain more control over your professional gr...
- 4/16/2024 12:00:00 AM
Financial Services Professional
- New York Life Insurance Company
-
Denver, CO
- About the Career Is now the time to make a career change? Are you looking to gain more control over your professional gr...
- 4/16/2024 12:00:00 AM
Financial Services Professional
- Bankers Life
-
Loveland, CO
- Bankers Life®, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to ...
- 4/16/2024 12:00:00 AM
Financial Services Specialist 1 - Remote - Colorado
- Nordstrom Inc.
-
Boulder, CO
- Job Description For over 100 years, Nordstrom has created a reputation of Legendary Customer Service. As a Financial Ser...
- 4/15/2024 12:00:00 AM
About Boulder, Colorado
Boulder (/ˈboʊldər/) is the home rule municipality that is the county seat and the most populous municipality of Boulder County, Colorado, United States. It is the state's 11th most populous municipality; Boulder is located at the base of the foothills of the Rocky Mountains at an elevation of 5,430 feet (1,655 m) above sea level. The city is 25 miles (40 km) northwest of Denver.
The population of the City of Boulder was 97,385 people at the 2010 U.S. Census, while the population of the Boulder, CO Metropolitan Statistical Area was 294,567. Boulder is known for its association with American fr...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Financial Specialist jobs
$45,461 to $59,555
Boulder, Colorado area prices
were up 2.3% from a year ago
were up 2.3% from a year ago
What does a Financial Specialist do?
Financial Specialist
Reviewing, processing, and overseeing financial actions to ensure timely allocation, obligation, and recovery of Disaster Relief Funds (DRF) in accordance with Federal laws and regulations and Agency policy and procedures.
December 29, 2022
Provide individual financial coaching to clients through activities such as completing a detailed financial assessment, documenting a budget and providing strategies for budget improvements, and providing strategies for credit building.
February 02, 2023
Requires very good knowledge of general administrative/manufacturing operations procedures and knowledge of job specific processes to successfully execute and complete the more progressive/complex duties of the job.
March 03, 2023
Monitor progress of jobs throughout production, conferring with manufacturing operations on counts and final runs and ensure the final product meets customer requirements and company standards.
April 09, 2023
Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution.
May 01, 2023
Develop plans of action and provide tools and resources while promoting client accountability to help clients meet their goals, in collaboration with the economic empowerment and case management teams.
May 06, 2023
Selection for this position will be based solely on merit without regard to race, color, religion, age, gender, national origin, political affiliation, disability, sexual orientation, marital or family status or other differences.
May 06, 2023