The Temporary Finance & Accounting Assistant will provide comprehensive support to the Chief Financial Officer (CFO) for a six-month period. This role involves handling sensitive financial and customer information, performing routine accounting tasks, and assisting with month-end and year-end processes. The ideal candidate is detail-oriented, highly organized, and capable of working independently while maintaining strict confidentiality.
- Maintain sensitive customer, confidential, and proprietary business information securely and responsibly.
- Utilize government websites, professional resources, and internal expertise to research and gather financial information.
- Post bank deposits, print checks, and assist with month-end reconciliations.
- Conduct routine data entry for accounting records, including accounts payable, billing, and accounts receivable.
- Issue, post, and mail computer-generated checks.
- Review and verify billing statements and invoices for accuracy; report discrepancies promptly.
- Maintain vendor files and transition to digital archiving where applicable.
- Assist with month-end and year-end closings, including journal entries and account reconciliations.
- File and organize invoices, vendor records, and other financial documents.
- Support audits by providing accurate records and responding to inquiries.
- Investigate and resolve billing discrepancies in collaboration with internal teams.
- Answer telephones and perform clerical tasks as needed.
- Operate office equipment, including computers, copiers, fax machines, and 10-key calculators.
- Perform other duties as assigned by the CFO.
- Associate degree in Accounting, Finance, or related field preferred; equivalent experience accepted.
- Minimum 1–2 years of experience in accounting or finance support roles.
- Strong understanding of basic accounting principles and practices.
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
- Familiarity with accounting software (QuickBooks or similar) is a plus.
- Ability to maintain strict confidentiality and adhere to HIPAA guidelines.
- Excellent verbal and written communication skills.
- Strong organizational and multitasking abilities with attention to detail.
- Ability to work independently and prioritize tasks to meet deadlines.
- Professionalism and tact when handling sensitive or difficult situations.
- Technical Skills: Data entry, reconciliations, check processing, document management.
- Analytical Skills: Ability to identify and resolve discrepancies, problem-solving.
- Interpersonal Skills: Effective communication with diverse individuals and teams.
- Time Management: Ability to manage competing priorities under pressure.
- Confidentiality: Demonstrated ability to handle sensitive information responsibly.