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Finance Coordinator

Smithbucklin, a 650-person, employee-owned professional services company with more than 70 years of success serving the association market, with primary offices in Chicago and Washington, D.C., is seeking a Finance Coordinator for our San Ramon, CA location.

The Finance Coordinator is responsible for managing all client services on behalf of Inventures, a subsidiary of Smithbucklin, which includes full-charge bookkeeping/finance and customer support. This position involves managing multiple priorities in a multi-task environment and requires strong organization skills, attention to detail, accounting and customer service background.

You can expect to..
  • Produce and maintain bank accounts and manage daily and monthly banking activity
  • Process AR: perform collections, deposit payments, track wires, handle member Finance inquiries
  • Process AP: obtain necessary internal approval for expense payment, pay invoices by wire/check, handle vendor inquiries
  • Perform bookkeeping in accordance with GAAP
  • Prepare and distribute monthly financial and cash flow accounts
  • Administer annual operating budget, and offer monthly reporting of YTD actuals against budget
  • Research investments accounts and obtain them as needed
  • Create presentations of financial and membership status for review
  • Manage and complete special projects as needed

  • Bachelor’s degree with a concentration in Accounting or Finance
  • 1-2 years of relevant professional experience
  • Proficiency in Microsoft Office
  • Experience with Accounting software

Where Do You Fit?
Whether you are just beginning your career or are a mid- or senior-level professional, working at Smithbucklin will offer you countless opportunities to develop transferrable skills, acquire meaningful knowledge and gain rich experiences at an accelerated pace. By working collaboratively with smart, ambitious, multi-talented, genuine and hardworking colleagues, you will build meaningful, deep and enduring relationships that will serve you well throughout your career, regardless of your chosen path. In addition, as a 100 percent employee-owned company, Smithbucklin offers all of our people – regardless of position or compensation – an equal chance to experience the fulfillment and reap the benefits of ownership. As owners, our employees control the destiny of Smithbucklin and are unified in the goal of building a great, enduring company.
Equal Employment Opportunity
At Smithbucklin, Equal Employment Opportunity is our commitment and goal. All qualified candidates will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status or any other protected status designated by federal, state or local law. Applicants are encouraged to confidentially self-identify when applying. Employment is contingent upon successful completion of a reference and background investigation based on position

Smithbucklin will not sponsor applicants for work visas and as a precondition of employment, you must be authorized to work in the United States permanently.