Position Summary:
Working closely with relationship managers, providing administrative and accounting assistance to the Sports Management function by processing the payment of bills and recording tax-deductible expenses for clients; to include providing records to CPAs for preparing quarterly estimates and annual tax returns for clients.
Essential Functions:
Reviews bills for clients and processes payments in a timely and accurate manner
Maintains accurate and up-to-date financial records using accounting software
Processes accounts payable and accounts receivable transactions
Accurately records tax-deductible expenses for clients and provides records to their CPAs for preparing quarterly estimates and annual tax returns
Answers telephones and responds to inquiries from clients, vendors, or CPAs related to bill payment and tax reporting
Assists with research related to tax deductible expenses for clients
Prepares financial reports, including balance sheets, income statements and cash flow statements
Assists with budgeting and forecasting processes
Conducts periodic audits of financial data to identify and correct discrepancies
Collaborates with other departments to ensure financial compliance and accuracy
Assist with tax preparation and coordinate with external auditors as needed
Answers incoming calls in a courteous and professional manner, addressing concerns, answering inquiries and/or directing callers to the appropriate area for assistance
Required regular attendance at the FineMark location designated in this job description, during regular business hours, or assigned hours for the position, is required. This is not a remote-work position
Performs other related duties as required and assigned
Required Education, Skills and Experience:
Bachelor's Degree in Finance, Accounting or other appropriate business discipline
A minimum of one year prior experience in an accounting position
Prior banking experience a plus
Proficiency in Microsoft Office: Outlook, Word, Excel and PowerPoint
Strong analytical skills with a keen attention to detail
ADA Job Description:
The physical requirements and activities described herein 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.
Physical Requirements.
This position primarily requires sedentary work; exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Walking and standing are required only occasionally.
Physical Activities.
The following physical activities are frequently required: talking is required to express or exchange ideas by means of the spoken word and hearing, with or without correction, is required to perceive the nature of sounds at normal speaking levels. The use of fingers is frequently required to pick, pinch, type (e.g., keyboard) or otherwise work, primarily with the fingers rather than with the whole hand as in handling. There is frequent repetitive motion which requires substantial movements (motions) of the wrists, hands, and/or fingers. This position may occasionally require that a person climb, balance, stoop, kneel, crouch, crawl, reach, push, pull, lift, grasp and/or feel.
Visual Acuity Requirements.
Close visual acuity and the ability to adjust focus, with or without correction, are required to perform activities such as, viewing a computer monitor or written materials and documents; reading; writing; preparing and analyzing data and figures; transcribing; close visual inspection. Some distance vision and color vision may be necessary.
Environmental Conditions.
A person is not substantially exposed to adverse environmental conditions and only exposed to moderate noise; they may occasionally work near moving mechanical parts or machinery such as a copier/printer.
FineMark National Bank & Trust complies with the Americans with Disabilities Act (ADA) and the Americans with Disabilities Amendments Act (ADAAA). During the interview process, you may be asked questions concerning your ability to perform job-related functions. As an equal employment opportunity (EEO) employer, FineMark National Bank & Trust adheres to a policy of making employment decisions without regard to race, color, religion, sex, national origin and status as an individual with a disability or protected veteran. We assure you that your opportunity for employment with FineMark depends solely upon your qualifications.
FineMark is a Drug-Free Workplace. Before hire, drug tests are conducted for all positions. Drug and alcohol tests may be conducted during employment. You may request a copy of FineMark National Bank & Trust's Drug-Free Workplace Policy by contacting 239.461.3896.
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