Boomer Consulting, Inc
700 W 47th St
Kansas City, MO 64112
At Boomer Consulting, Inc. (BCI) we help guide CPA firms to sustainable success and future readiness through progressive training, communities and consulting services in Leadership, Talent, Growth, Technology and Processes. Our firm is well-respected and is led by some of the most influential people in the accounting profession. We are a cutting edge and innovative company, and as part of our team you will be helping us lead those efforts.
The Financial Administrator is responsible for supporting and managing the finances, accounting and reporting activities of the firm as well as associated business processes. A good deal of the work in this area will be client facing – both internally with the team and externally with our clients. The ability to communicate effectively with senior management, create order out of chaos and develop sequential systems is imperative to the success of this position. Financial Administrator duties and responsibilities include the following:
Essential Job Functions:
·Provide financial accuracy and transparency to improve company operations by: oWork directly with the CEO and the company’s accounting firm. oEnsure all invoices are sent to clients in a timely manner. oEnsure all payments are sent to vendors. oMonitor the pipeline report and reconcile with invoices that have been sent. oMonitor the AR aging report and ensure that appropriate collections are made. oEscalate past due amounts to appropriate executives and/or consultants. oWork directly with CEO to create and monitor the annual budget process. oCreate and monitor department budgets as needed. oPrepare monthly reports for the Shareholders including Cash, A/R, P&L, Balance Sheet and AR Aging. oCreate profitability reports as requested by the CEO.oMonitor centralized purchasing including credit cards and vendor accounts. oManage the firm’s corporate credit cards including reconciling expense reports, issuing cards, cancelling cards and any name changes necessary. oMain contact for financial questions from clients – internal and external. oEscalate to appropriate executives and/or consultants when necessary. oUpdate the Consultant Progress Report monthly and distribute in a timely manner. oIdentify and implement streamlined processes and technology to simplify the financial management of the company. oMonitor yearly invoices to ensure timely payments.oAssist in creating, educating and following financial processes that ensure strong checks and balances are in place. oEnsure that monthly bank reconciliations are completed.oMember of the Financial Taskforce. ·Serve as primary contact for payroll and benefit administration which includes: oApprove payroll monthly in conjunction with our accounting firm. oMake changes to individual payroll setup as necessary, such as tax information, address changes, name changes, etc. oMake monthly payments and contributions and communicate with our Accounting Firm. oThis includes but is not limited to health insurance, life insurance, 401k, etc. oCreate new payroll setup for all new employees. oBenefit oversight including but not limited to health insurance, life insurance, FSA, dependent care, phone and internet reimbursement. oManage the semi- annual benefit enrollment process. oMonitor and insure payments for Workers Compensation. oMain point of contact for questions from employee’s regarding payroll and benefits. oWork with our accounting firm to manage appropriate tax filings for all states where employees are located. oMember of the Talent Team.·Various Operations Duties:oSupport our Director’s team to help plan and coordinate internal BCI team meetings. oWork with BCI Leadership to create a plan for trademarks and protect intellectual capital. oSupport our Project Managers to create a system to ensure our NASBA/SHRM certifications are up to date.
• Bachelor’s degree in business, accounting, or administrative related field.
• A minimum of five years’ experience with administration and or/management, including bookkeeping, financial reporting, payroll, etc.
• An ownership mindset with an entrepreneurial spirit.
• Ability to be interdependent and independent.
• Exceptional written and oral communication skills.
• Exceptional analytical and organizational skills.
• Proven organizational and project management skills with the ability to drive activities to completion.
• Highly motivated to work in a collaborative environment.
• Able to work in a dynamic, fast paced environment with a distributed team.