Financial Assistant

Behavior Treatment & Analysis is seeking a Finance Assistant for our Walnut Creek headquarters. The Finance Assistant plays a crucial role in managing financial tasks. They maintain meticulous records of daily transactions, balance ledgers, and prepare balance sheets. Their responsibilities include financial reporting, ensuring compliance with legal requirements, and tax preparation. They also handle client communication, oversee payroll processing, and provide financial insights. Proficiency in Excel/Google Sheets is key for updating financial reports accurately.

Qualifications/ Requirements:

• Bilingual in Spanish required
• Education: A degree in accounting or a related field is preferred.
• Experience: Previous bookkeeping or accounting experience
• Skills: Proficiency in accounting software, bookkeeping, excel/google sheets, strong attention to detail, excellent numeracy skills, and strong organizational abilities
• Schedule: Monday - Friday from 8:30am - 5pm

Benefits:

• Hourly Rate: $23
• Health, Dental, Vision Insurance
• Paid Time Off and Holidays

Essential Duties and Responsibilities:

• Recording Financial Transactions: Keeping detailed records of daily financial transactions, including sales, receipts, and payments.
• Managing Accounts: Ensuring all accounts are up-to-date, which involves balancing and maintaining ledgers, and preparing balance sheets.
• Financial Reporting: Preparing financial reports by collecting, analyzing, and summarizing account information and trend​​​
• Compliance: Complying with federal, state, and local legal requirements by studying requirements, enforcing adherence to requirements, and advising management on needed action​
• Tax Preparation: Assisting in filling out tax forms and ensuring the proper submission of tax documents.
• Client Communication: Maintaining timely communications with clients and addressing any queries or discrepancies related to financial entries or record​
• Payroll Processing: Handling the payroll process, ensuring accurate and timely payments, and reconciling payroll-related taxes.
• Financial Analysis and Advice: Providing insights into financial health, identifying trends, and offering proactive advice for financial improvement.
• Update Financial Reports in Excel
• Additionally, the ideal candidate should demonstrate the flexibility to take on various tasks and adapt to evolving job responsibilities as needed.

Other Knowledge, Skills and Abilities

• Team Leadership
• Excellent written/oral communication
• Relationship development
• Solution-oriented problem solving
• Excellent organization and planning
• Systems management
• Exceptional project and personnel management skills.
• Excellent ability to multitask and prioritize in a busy, fast-growth environment.
• Proficiency in MS Word, Excel and PowerPoint is essential.

Physical Requirements:

• Ability to sit for extended periods of time
• Ability to view a computer screen for extended periods of time
• Ability to lift and carry up to 25 lbs

Additional Information

BTA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, disability, age or covered veteran status.

Job Type: Full-time

Pay: $23.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• What financial/accounting software(s) do you have experience with?

Education:

• High school or equivalent (Preferred)

Experience:

• Finance/Accounting: 1 year (Preferred)

Language:

• Spanish (Preferred)

Ability to Commute:

• Walnut Creek, CA (Preferred)

Ability to Relocate:

• Walnut Creek, CA: Relocate before starting work (Required)

Work Location: In person