Finance Specialist

Are you detail-driven, organized, and energized by keeping financial operations running smoothly? Do you thrive in a fast-paced environment where accuracy, integrity, and collaboration truly matter? If so, we’d love to meet you.

We’re seeking a Financial Specialist to play a key role in supporting our daily financial operations. In this position, you’ll handle essential financial transactions, maintain accurate records, and serve as a trusted point of contact for internal teams and external partners. Your work will directly support the strength and efficiency of our Finance Team.

Summary:

The Financial Specialist is responsible for supporting key financial operations, including daily financial transactions, record management, and communication with internal and external stakeholders. This role ensures the efficient processing of payments, billing, and work order distribution while maintaining accuracy and confidentiality. The Financial Specialist plays a critical role in supporting the Finance Team by handling financial documentation and providing administrative assistance as needed.

Essential Duties and Responsibilities: (include the following, with other duties may be assigned):

• Ensure accurate and timely processing of Accounts Payable and Accounts Receivable transactions to maintain strong vendor and customer relationships.
• Monitor outstanding customer balances and perform proactive collections to optimize cash flow and reduce bad debt exposure.
• Reconcile financial data and statements, including third-party accounts (e.g., banks, shipping vendors), to ensure completeness and accuracy.
• Accurately process and distribute daily invoicing and apply incoming payments and deposits in a timely manner.
• Maintain and update customer records, billing details, and tax-related information to support compliance and financial accuracy.
• Assist with tax-related responsibilities, including the self-reporting of MA Sales & Use Tax for applicable invoices.
• Support compliance with internal financial controls and company policies to prevent fraud, errors, or misuse of company resources.
• Respond promptly and professionally to internal and external inquiries, helping resolve any discrepancies or issues in a customer- or vendor-focused manner.
• Participate in continuous improvement of financial processes, suggesting and implementing efficiency enhancements where appropriate.
• Maintain the confidentiality of sensitive financial and personnel data at all times.
• Provide administrative and operational support to the Finance Team, including data entry, report generation, document filing, and handling mail.
• Stay current with finance best practices by engaging in ongoing professional development and training opportunities.

Education and Experience:

• Bachelor’s degree in accounting, Finance, or a related field with at least 1 year of accounting experience.
• OR associate degree with 2 years of accounting experience; OR 3 years of relevant experience in accounting or finance roles.
• Demonstrated experience managing confidential and sensitive financial data with professionalism and integrity.

Job Knowledge, Skills, and Abilities:

• Solid understanding of accounting principles, bookkeeping practices, and financial processes, with a strong focus on compliance and accuracy.
• Strong analytical and problem-solving skills to interpret financial data, identify trends, and support informed decision-making.
• Proficiency in financial and enterprise software systems such as IndySoft, MetCal, ACT, QuickBooks, and Kaizen Software Solutions (preferred).
• Advanced skills in Microsoft Excel, as well as proficiency with Microsoft SharePoint and Teams.
• Excellent communication and interpersonal skills, with the ability to work effectively across departments and with external vendors and customers.
• High level of discretion and ethical responsibility in handling financial information.
• Exceptional organizational and time management skills, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Adaptability, initiative, and a customer service mindset that supports collaboration and team success.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to sit, stand, walk, and use hands for extended periods in a professional office environment.
• Frequent use of standard office equipment, including computers, calculators, and phones.
• Visual acuity required for reviewing detailed financial data and documents.
• Occasional lifting and carrying of items up to 30 pounds.