Job Description

POSITION OVERVIEW

POSITION TITLE: Financial Specialist

POSITION DETAILS: Part-time (10-20 Hours per week, more hours during quarterly company challenges). Selected candidate will have the opportunity for more hours and responsibility after the probationary period. Flexible Schedule, 100% Remote. Independent Contractor

WHO WE ARE LOOKING FOR:

Have you ever considered working in a position that allows you to use your accounting experience but also be able to apply creativity and business acumen?

Are you someone who likes to go above and beyond? Do you love helping people and want more fulfillment in the work you are doing? The Little Volcano needs someone to tackle and solve client accounting needs, learn accounting technology, and help with our firm growth and innovation obstacles.

If you are interested in being part of a fast-growing firm committed to thinking outside of the box, solving client solutions, and helping us be an innovative firm of the future, keep reading.

RESPONSIBILITIES

• Accounts Receivable:

  • Monitor client accounts and incoming payments

  • Respond to and resolve client billing inquiries/issues

  • Track incoming payments in Financial Tracking Spreadsheet

  • Contact clients via phone and email to collect delinquent accounts

  • Create and send invoices and customized payment subscriptions to clients via Paypal and Moonclerk

• Onboarding:

  • Customize and send team member and client contracts via docusign

  • Follow up on unsigned contracts

• Accounts Payable:

  • Pay various invoices as needed

  • Purchase client gifts via amazon, etsy, audible etc. as needed

• Payroll:

  • Review and revise invoices received from contractors monthly

  • Pay approximately 10-50 people monthly depending on company’s schedule

  • Determine appropriate pay rates for contractors based on contract agreements

  • Calculate commission rates as needed

• Additional:

  • Track employee closing data to determine pay levels

  • Attend weekly meetings as needed

  • Input financial data into tracking spreadsheets to determine event’s success

QUALIFICATIONS

• Experienced using Google Suite (Sheets, Docs, Drive, Gmail) and Docusign.

• Ability to work some weekends

• Associate's or Bachelor’s degree in Finance, Accounting or equivalent experience

• Quickbooks Online Certified, preferred

• Certified Bookkeeper designation, preferred

• Proficiency in spreadsheets and software automation (zapier)

• 5+ years of experience in a bookkeeping role preferred

• Proven ability to calculate, post and manage accounting figures and financial records

• Experience with financial statements

• Strong organizational skills and detail oriented

• Ability to prioritize and multitask in a fast paced work environment

• Able to complete tasks accurately and timely

• Strong verbal and written communication skills

• Thrives in a collaborative, team player office environment

• Ability to interface well with staff and external contacts

• Comfortable using accounting software. Willing to learn new software as required by the position

• Proven ability to maintain confidentiality

• Energized by working with fast-moving organizations

When applying for this position including an authentic cover letter is highly preferred.

Company Description

Who we are: The Little Volcano is a rapidly growing Online Transformational Coaching Business and Coach Training School and we are seeking an experienced Financial Specialist to join the team. We have rapidly expanded from a micro-business where the Founders of the company ran almost everything to a small-team based operation with Team Members all over the world. We currently have a team of about 10 people either working for us as coaches, financial support staff, marketing, operations, and other capacities. We believe: In the magic that happens when you combine powerful transformational work with practical application, accountability and action steps. That there are too many creative and passionate people out there suffering in scarcity because they simply don’t have the tools or mindset needed to create the life they want. That’s why it’s our mission over the next 5 years to touch the lives of hundreds of thousands of people through live events, coaching and training programs to inspire people and give them the tools to become empowered creators of their own lives. We have a small but mighty team right now and we’re looking for another to support our expanding student community and our larger Volcano Family. We want to make sure that every client who joins us receives a super-high standard of support on their transformational coaching journey. We want to provide the strategy, support and inspiration for all those who choose this journey alongside us. Our team is committed to: Authentic self-expression Constant growth and evolution (especially when it hurts) Compassionate and direct communication Personal accountability and taking full responsibility for our own success Playing “full out” and striving for excellence Modeling our values at all times And co-creating an extraordinary experience for our tribe.