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Made by Grizzly

Finance Manager (Freelance)

Operations – San Diego, California
Department Operations
Employment Type Part-Time
Minimum Experience Experienced

Position Summary: 

The Finance Manager will partner with Grizzly’s leadership team on all agency financial matters, as well as oversee and lead during Budget, Forecast and Month End close, track spend against budgets, manage accounts payables and accounts receivables for the Company, coordinate new vendor setup, and lead or assist various other strategic or ad hoc finance related initiatives. 

They will be responsible for managing the company bookkeeping, budget, clients budgets, day-to-day AR and AP, reconciliation of credit cards, debit card statements, journal entries, and heavy reporting using Excel and QuickBooks. You will work closely with the COO, Client Coordinators, Digital and Creative teams to manage AR/AP.


Essential Functions: 

 

Reporting

  • Responsible for tracking and projecting cost of goods sold, sales, general and administrative expenses, and updating P&L forecast schedules accordingly.

  • Participate in weekly revenue meetings with Project and Account Management teams, update the revenue forecast schedule accordingly.

  • Prepare reports for monthly revenue recognition to ensure that revenue is accurately recognized.

  • Review at month-end all P&L transactions to ensure accurately recorded.

  • Lead and prepare the annual fiscal budget, track actual variances, make recommendations to senior management accordingly.

  • Act as the single point of contact for all finance matters for both Senior Management, Account Management, and Project Management teams.

  • Coordination with Grizzly Tax Accountants on an as-needed basis

 

Accounts Payable

  • Ensure that vendor invoices are accurate and approved, and use your understanding of the business to code to the correct general ledger accounts and project codes as applicable within both our company financial software, project management database, and for payment remittance.

  • Reconcile and record corporate credit cards on a monthly basis, organizing and collecting any necessary receipts and determining the appropriate general ledger account and client/project as applicable.

  • Enter project related expenses into project management database.

  • Maintain an organized filing system of invoices, receipts, and credit card statements.

Accounts Receivable

  • Work with Account and Project Management to track and invoice contractual billing events.

  • Create client invoice requests when Project Management and/or Account Management indicates milestones are achieved.

  • Assist Project Management and Account Management with past-due payment collections.

  • Lead Client Contracts-MSA, SOW’s, Change Order, etc-central database for finance and accounting reference as needed.

Vendor Management

  • Coordinate with Project Management and/ or Account Management to identify new vendor and independent contractor needs based on revenue forecast.

  • Ensure each vendor and independent contractor is under contract and set up in the system; manage vendor and independent contractor files.

  • Ensure vendor agreements distributed to project management teams for all outside vendors and independent contractors are forecasted expense via P&L forecast.

 

Qualifications: 

  • 5+ Years of experience in finance within an agency environment or another project-based service industry.

  • Experience with software such as QuickBooks, Expensify, Harvest, Gusto, or Similar.

  • Effective written and oral communication skills.

  • Excellent interpersonal and communication skills.

  • Able to work well on a team with a wide range of creative people and personalities.

  • Able to work under pressure and manage workload efficiently and effectively.

  • Highly self-motivated, organized and detail-oriented.

  • Passion for financial rigor are a must.

 

Work Requirements:

  • Must be based in San Diego.

  • Flexibility in schedule, including some nights and weekends, may be required. 

  • Some travel may be required.

 

Disclaimer:

The above job description is meant to describe the general nature and level of work being performed. It is not an exhaustive list of all responsibilities, duties and skills required for the position. Employees will be required to follow any other job-related instructions and to perform other job-related duties requested by their supervisor in compliance with Federal and State Laws. 

All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. 

Requirements are representative of minimum levels of knowledge, skills and/or abilities. To perform this job successfully, the employee must possess the abilities or aptitudes to perform each duty proficiently. Continued employment remains on an “at-will” basis.

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  • Location
    San Diego, California
  • Department
    Operations
  • Employment Type
    Part-Time
  • Minimum Experience
    Experienced
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