Company Description

Pivotal Finance is an outsourced advisory, accounting, and tax firm focused on serving the unique needs of small and medium sized businesses and their owners. Based in Auburn, AL, and serving hundreds of clients across the United States, we provide advisory, accounting and tax solutions on a fractional basis.

We are building Pivotal a different way, unencumbered by the way CPA firms have traditionally supported their clients. Our approach is based on a few simple ideas: Build a team of engaged, talented accounting, finance, and tax professionals who are passionate about the work they perform. Empower them to solve our clients biggest (or smallest) problems. Utilize technology to enhance the client experience and eliminate friction. Engage with the customer the way they want to be engaged.

It is this combination of talent, experience, and flexibility that allows us to be a pivotal member of the team for each of our clients.

Job Description

As a Business Analyst you'll play a key role in optimizing operations across systems management, business analytics, client onboarding/off-boarding, and IT support. You'll oversee critical business systems, ensuring seamless integration and efficiency. Collaborating with leadership, you'll drive strategic reporting and analytics initiatives, ensuring data integrity and facilitating client onboarding/off-boarding processes. Your role extends to serving as the internal IT point of contact, ensuring smooth operations and proactive support. Roles and responsibilities include but are not limited to:

Systems

• Manage and monitor assigned company systems, including but not limited to Karbon, Cognito, Ignition, and Defender;
• Evaluate future systems, and fit with existing infrastructure
• Identify opportunities for further integration and more efficient use of existing systems
• Manage user access to internal systems (Outlook, Karbon, Adobe, QBO, Axcess, SurePrep, etc…)

Business Analytics

• Work with firm leadership to develop firm reporting and analytics, including selection and implementation of tools required to achieve objectives
• Participate in process to identify best way to source data for analysis
• Insure data integrity between systems
• Management of monthly internal reporting process (once established)

Client Onboarding / Off-boarding

• Initiate client onboarding process upon proposal acceptance
• Assign Client IDs to clients as they are onboarded; ensure Client IDs are input into key systems and ensure information is accurate and consistent across all assigned systems. (Karbon, Ignition, QBO, Axcess and others)
• Create and manage Sharepoint folders for clients.

IT Support

• Internal point of contact for IT related matters; escalate to IT partner as needed
• Manage IT equipment inventory and storage, including laptops, monitors, cables, etc.
• Provide IT support for onboarding and off-boarding employees e.g. order new equipment, wipe and restore equipment, etc.
• Monitor email Defender and quarantine folder for false quarantined messages.

Qualifications

• Bachelor’s degree or equivalent experience is a plus
• Basic accounting knowledge is a plus
• Comfortable with technology and learning new software applications, such as business analytics, workflow software and CRMs
• Possess a strong process orientation
• Experience with database and data management preferred
• Previous experience in a similar role working for a professional services firm is preferred but not required
• Dependable with a professional demeanor
• Strong attention to detail and focus on accuracy
• Excellent customer service skills
• Ability to multitask
• Excellent phone, written, and verbal communication skills
• Able to work independently and as part of a team
• Excellent proofreading, grammar, and punctuation skills
• Proficiency in Microsoft Office applications

Additional Information

We offer competitive compensation packages, health benefits, and a collaborative work environment.

Pivotal Finance provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, citizenship status, age, disability, or any other category protected under applicable law. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

This job posting is being managed by Forrest Johnson Recruiting on behalf of Pivotal Finance.

Job Type: Full-time

Pay: $50,000.00 - $65,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Paid holidays
• Paid time off

Compensation package:

• Yearly pay

Experience level:

• 1 year
• 2 years
• 3 years

Schedule:

• Monday to Friday

Work Location: In person