Fractional Financial Controller

by Irma Moore | Jan 3, 2025 | Uncategorized

My Financial Partner is a subsidiary of Teamshares Inc. (a national, for-profit company helping American small businesses become employee owned. We bring the resources of big business to small business, starting with stock ownership). My Financial Partner (MFP) supports these multiple network companies with a team of experienced accounting professionals, delivering fractional accounting resources. Join our team and play a crucial role in driving financial success for our network companies!

Position

As Controller at MFP, you’ll provide high-quality financial management for a subset of Teamshares network companies. You’ll partner with company presidents and employee-owners to ensure robust financial oversight and identify profit improvement opportunities. This hands-on role requires active involvement in the financial operations of small to medium-sized businesses.

Industry Experience and Client Partnership

• Broad Industry Knowledge: Experience working with clients in diverse industries is crucial for adapting accounting practices to meet unique operational and regulatory requirements.
• Tailored Client Service: Understand and adapt to each client’s unique accounting needs, using industry knowledge to provide personalized insights and solutions. This includes offering specialized advice on tax planning, cost control, inventory optimization, and financial planning relevant to each sector.

Key Responsibilities

• Day-to-Day Adaptability and Multi-Tasking: This role requires managing a variety of tasks daily, from client consultations and financial analysis to cash flow monitoring and troubleshooting system issues. A strong ability to pivot between tasks is essential, ensuring responsiveness to client needs and internal deadlines.
• Complete Understanding of the Accounting Cycle: Mastery over the full accounting process—from data entry to financial analysis—ensures accuracy and compliance across every stage. Skills in reconciling accounts, journal entries, month-end closings, and reporting are essential for generating accurate financial statements.
• System and Process Optimization: Identifying inefficiencies in accounting processes and recommending improvements is crucial. This might involve automating data entry, standardizing reporting practices, and cleaning up chart-of-accounts to provide a more accurate financial picture and improve operational efficiency.
• Communication with Leadership: Act as a key advisor to Presidents and other executives, translating complex financial data into actionable insights. Regularly meet with leadership to discuss financial health, budget adherence, and long-term strategic planning.
• Cash Flow Management and Advising: Conduct ongoing cash flow analysis to ensure liquidity and provide strategic advice on managing cash reserves, optimizing receivables and payables, and making informed investment decisions.
• Lead accounting operations, including AP/AR, GL, inventory accounting, and revenue recognition
• Adherence to a Controls Environment: Develop or make recommendations to internal control policies/practices and document business processes as needed
• Support HR and payroll management 

Duties

• Oversee month-end and year-end close process
• Perform balance sheet reconciliations (cash, credit card, A/R, A/P, etc.)
• Record fixed assets and depreciation
• Record and amortize prepaid expenses
• Calculate and record payroll/bonus accruals
• Calculate and record revenue/expense accruals as needed
• Review income statement accounts for classification and cutoff
• Submit TB, variance analysis, and monthly close checklist to OneStream
• Develop and maintain 13-week cash flow forecast to identify potential cash flow issues and propose solutions
• Book deferred revenue entries and reversals in the accounting system
• Review and book income tax entries from Teamshares
• Review trial balance regularly and make necessary adjustments
• Provide support for quarterly sales tax returns
• Make year-end adjustments and prepare worksheets
• Assist with inventory adjustments associated with annual physical count
• Oversee lead bookkeeping/other related finance functions
• Prepare 1099s
• Work closely with the company President to prepare a financial forecast for the annual and quarterly strategic planning process
• Deliver key financial metrics, identify trends, and provide insights on business performance

Requirements

• Bachelor’s degree in business, accounting, or related field (CPA preferred)
• 7+ years of professional accounting experience
• Previous experience in the retail industry preferred
• Experience in small to medium sized business accounting
• Experience with building standard costing, analyzing various standard cost variances and understand bill of materials (BOMs).
• Experience working for a mid-market accounting firm helpful
• Experience working in a start-up environment strongly preferred
• Experience with inventory preferred
• Experience in operational finance and inventory issues with exposure to both financial and tax (reporting) accounting
• Proficiency in QuickBooks Online and POS systems
• Working knowledge of US GAAP
• Advanced project-management and problem-solving skills
• Adaptable, proactive attitude with willingness to “roll up your sleeves”
• Tech savvy individual that can problem solve in a remote environment required
• This position is remote, occasional travel may be required (once per quarter) 

Other Systems and Tools

• QuickBooks Online
• NetSuite ERP
• Asana (task and project management)
• Microsoft Office Suite (Excel, Word, PowerPoint, Teams)
• OneStream (consolidations and reporting)
• Bill.com (accounts payable and payments)
• Gusto (payroll)

Benefits

• Medical, Dental, Vision, FSA/HSA
• 100% paid for employee (and dependents on most plans)
• 15 days of vacation time to keep you balanced, rested and recharged and paid time off for 12 holidays, 5 sick days, and one floating holiday of your choice
• Ongoing support and advice from Teamshares accounting, finance, and small business experts

Digital Image Reviewer

by Irma Moore | Jan 3, 2025 | Uncategorized

Lititz, PA

A Digital Image Reviewer’s primary responsibility will be reviewing in house and vendor supplied photography as well as 3D assets created by in house and outsource 3D modeling teams. A Digital Image Reviewer will review uploads, mark edits as necessary and supply feedback to the 3D and editing teams such as recurring problems and quality concerns. There is no experience necessary with 3D modeling or photo editing, this is a quality control position. This position can be remote or in office. A Digital Image Reviewer will report to the Quality Control Manager.  

Essential Duties & Responsibilities: 

• Meet KPIs (key performance indicators) 
• Review all digital asset uploads daily. This includes images and 3D assets. 
• Ensure digital assets accurately represent the product and match descriptions on the product page. 
• Ensure digital asset quality matches brand standards and aligns with similar products across product categories and product lines. 
• Ensure images requested by internal business partners meet their expectations. 
• Ensure 3D assets display properly on both desktop and AR platforms. 
• Document quality concerns for Photo and 3D teams to base revisions on. 
• Create and support quality standards for digital assets in coordination with the Photo and 3D department managers.  

We are looking for driven, motivated candidates who: 

• Use critical thinking and take initiative to solve problems. 
• Use professionalism when communicating verbally and in writing. 
• Are attentive to detail and organized.  
• Demonstrate the ability to work independently and efficiently. 
• Can manage multiple responsibilities in a fast-paced environment. 
• Have a passion for excellence and a drive to succeed! 

Work from home benefits include:  

• The essential computer equipment, such as hardware and software, needed to perform your job. 

As a WebstaurantStore remote employee, you’ll enjoy the same training and support to be successful in your position as employees at our physical corporate locations. We stay connected through video meetings, training sessions, and collaborative forums, and provide opportunities for you to connect with other employees from across the country both professionally and personally. 
Remote work qualifications

• Access to a reliable and secure high-speed internet connection. Cable or fiber internet connections (at least 75mbps download/10mbps upload) are preferred, as satellite connections often cannot support the technologies used to perform day-to-day tasks.
• Access to a home router and modem.
• A dedicated home office space that is noise- and distraction-free. The space should have strong wireless connection or a wired Ethernet connection (wired connection is preferred, if possible).
• A valid, physical address (apartment, suite, etc.). PO Boxes are not supported, as a physical address is required for you to receive your computer equipment.
• The desire and ability to work and communicate with other team members via chat, webcam, etc.
• Legal residents of one of the following states: (AK, AL, AR, AZ, CT, DE, FL, GA, IA, ID, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, NC, ND, NH, NM, NV, OH, OK, PA, SC, SD, TN, TX, UT, VA, VT, WI, WV, and WY). H-1B Visa Sponsorship Not Available, W2 only.

Data Entry Associate

by Irma Moore | Jan 3, 2025 | Uncategorized

Overview

Are you experienced with medical records and ICD 10 coding?

If so, this role may be a perfect fit for you.

ExamWorks is seeking a Data Entry Associate who is responsible to gather, prepare and enter alphabetic and numeric data from various source documents into the appropriate computer system for storage, processing and data management purposes.  Experience with medical bills/records, ICD and CPT codes preferred.

This role is a full time *Remote* position with a standard work schedule Monday-Friday 8:00-5:00pm PST with overtime as offered. The pay rate for the position is $16.50/hr.

Responsibilities

ESSENTIAL DUTIES AND RESPONSIBILITIES TO PERFORM THIS JOB SUCCESSFULLY INCLUDE, BUT ARE NOT LIMITED TO THE FOLLOWING:

• Gathers, organizes and prepares source documents for data entry into the appropriate system database.
• Reviews data for discrepancies, missing pages or information and resolves discrepancies by using standard procedures or returning incomplete documents to the team leader for resolution.
• Enters both alphabetic and numeric data from source documents into the proper system database.
• Reviews data entered against the original source documents for accuracy and corrects any data entry errors or duplications.
• Follows data program security practices and procedures at all times.
• Routinely secures information by completing database backup daily.
• Performs other varies clerical duties such as sorting, filing, emailing and proofreading as required.
• Maintains confidentiality of all personal and financial information at all times and in accordance with HIPPA regulations.

Qualifications

• High school diploma or equivalent required.
• Must be able to achieve 8,000 or higher on a 10-key test. Preferably above 10,000.
• A minimum of 6 months related experience; or equivalent combination of training and experience.
• Experience in a medical office preferred
• Must possess complete knowledge of general computer, fax, copier, scanner, and telephone.
• Must be knowledgeable of multiple software programs, including but not limited to Microsoft Word, Outlook, Excel, and the Internet.
• Must have a full understanding of HIPAA regulations and compliance.
• Must be a qualified typist with a minimum of 40 W.P.M.

Who we are:

ExamWorks is a leading provider of innovative healthcare services including independent medical examinations, peer reviews, bill reviews, Medicare compliance, case management, record retrieval, document management and related services. Our clients include property and casualty insurance carriers, law firms, third-party claim administrators and government agencies that use independent services to confirm the veracity of claims by sick or injured individuals under automotive, disability, liability and workers’ compensation insurance coverages.

ExamWorks offers a fast-paced team atmosphere with competitive benefits, paid time off, and 401k.

ExamWorks, LLC is an Equal Opportunity Employer and affords equal opportunity to all qualified applicants for all positions without regard to protected veteran status, qualified individuals with disabilities and all individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age or any other status protected under local, state or federal laws.

Equal Opportunity Employer – Minorities/Females/Disabled/Veterans

Donor Relations Specialist

by Irma Moore | Jan 3, 2025 | Uncategorized

Job details

Now hiring for Donor Relations Specialists for our premier nonprofit client in Little Rock, AR!

Pay: $21.63/hr
Hours: 8am-5pm, M-F
Location: Remote (need to be local to Little Rock, AR)
Position Type: Temporary (1-2 months)

Job Summary: Provides superior service to donors, volunteers, and/or internal staff via mailroom and donations processing.

Responsibilities:

• Provide in-depth service with efficiency and accuracy in a timely and professional manner to “delight the donor”. 
• Perform all processes within Donations Processing – including, but not limited to – mailroom, data entry, quality check discrepancies, donations, resources, updates, communication preferences, catalog requests, removes, memorial cards, correspondence, webchat, emails, and any other service functions for our donors and volunteers.  
• Input and QC data quickly and accurately with attention to detail to meet daily output targets.
• Continuously meet and maintain departmental service level guarantees and quality assurance of all donor and volunteer service functions.
• Communicate the brand and provide donors and volunteers with appropriate information and materials. 
• Stay apprised of new and ongoing initiatives, processes, and literature to provide superior service.
• Will perform other job-related responsibilities and projects as assigned by management.

Minimum Requirements:

• High school/General educational development diploma plus three (3) years’ job-related experience.
• Must have a minimum of two (2) years data entry experience.

Preferred Requirements:

• At least three (3) years’ experience in data entry.
• Excellent attention to detail and accuracy in data entry and analysis

Most Critical Proficiencies:

• Knowledge of computers as a tool for data entry, spreadsheets, word processing, e-mail and accessing web information.
• Ability to accurately and efficiently enter and QC data from source files
• Knowledge of the non-profit sector with awareness of the context in which non-profit organizations operate.
• Strong written and verbal communication skills

Essential Job Functions and Physical Demands:

• Must be able to work in a fast-paced environment using multiple systems and juggling many tasks within Donations Processing and Service Center.
• Ability to work with and maintain sensitive and confidential donor and internal information.
• Ability to understand difficult verbal and written instructions.
• Constant face-to-face, telephone and electronic communication with colleagues, donors and the general public.
• Ability to work independently and perform multiple tasks with moderate supervision.
• Excellent interpersonal skills with the ability to work cooperatively with a culturally diverse group of people.
• May require constant sitting and working at a computer for extended periods.
• Occasional bending and lifting of up to 20 pounds (9 kilograms) floor to waist.
• Ability to easily adapt to change.

Copywriter I

by Irma Moore | Jan 3, 2025 | Uncategorized

Job Description

JOB TITLE: Copywriter I
LOCATION: 100% Remote, PST
DURATION: 3 month contract
PAY RANGE: $23-33/hour
TOP 3 SKILLS:

• Bachelor’s degree in English, Journalism, Advertising, Communications is preferred
• 4+ years experience in copy-writing, preferably for a publication, or a global company
• Experience with content management systems, Contentful, Shopify

Responsibilities:

• Write descriptive copy for images for the e-commerce website
• Upload descriptive copy into content management system

Required Skills:

• Bachelor’s degree in English, Journalism, Advertising, Communications, or equivalent experience
• 4+ years experience copy-writing, preferably for a publication, or a global company
• Experience with content management systems, Contentful, Shopify
• Creativity is highly encouraged; experience creating a variety of different types and styles of stories

Preferred Skills:

• Demonstrated success creating high-impact copy including stories, branding, and presentations
• Experience working closely with a marketing, PR, or internal communications team
• Experience working closely with cross-functional teams and balancing competing workloads
• An effective multi-tasker who navigates a fast-paced environment with efficiency
• Strong, customer-focused thinking