Finance & Operations Specialist
Philadelphia, PA
Full Time
Admin Department
Mid Level
Role Overview
We are a growing legal technology professional services firm committed to delivering high-quality solutions to our customers while fostering a collaborative and supportive workplace. We are seeking a dynamic finance and operations professional who can combine financial acumen with compliance management to strengthen our operations and ensure high level of excellence and quality within our financial and business compliance work.
The Finance & Operations Specialist plays a critical role in managing the company’s accounting and financial operations while also overseeing the day-to-day administrative and office responsibilities for the InOutsource office in Philadelphia. This position ensures fiscal accuracy, compliance, and consistent reporting. The ideal candidate is detail‑oriented, proactive, collaborative, and able to balance accounting responsibilities with operational management. This is a hybrid role. The Finance & Operations Specialist is expected to work on site in the Philadelphia office a minimum of two days per week.
Key Responsibilities & Duties:
Accounting & Finance
Required:
InOutsource is an Equal Employment Opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, gender identity, sexual orientation, national origin, age, disability, protected veteran status, and any other characteristic protected by applicable federal, state, or local laws. We are dedicated to fostering an inclusive environment where employees feel safe, supported, and able to bring their whole selves to work.
We are a growing legal technology professional services firm committed to delivering high-quality solutions to our customers while fostering a collaborative and supportive workplace. We are seeking a dynamic finance and operations professional who can combine financial acumen with compliance management to strengthen our operations and ensure high level of excellence and quality within our financial and business compliance work.
The Finance & Operations Specialist plays a critical role in managing the company’s accounting and financial operations while also overseeing the day-to-day administrative and office responsibilities for the InOutsource office in Philadelphia. This position ensures fiscal accuracy, compliance, and consistent reporting. The ideal candidate is detail‑oriented, proactive, collaborative, and able to balance accounting responsibilities with operational management. This is a hybrid role. The Finance & Operations Specialist is expected to work on site in the Philadelphia office a minimum of two days per week.
Key Responsibilities & Duties:
Accounting & Finance
- Manage all aspects of accounting operations, including accounts payable, accounts receivable, general ledger maintenance, and payroll.
- Prepare and analyze monthly, quarterly, and annual financial statements.
- Develop and manage budgets, forecasts, and cash flow plans.
- Perform daily transactional activities, including vendor management and payment processing.
- Prepare, file, and reconcile multi-state sales tax returns, ensuring timely and accurate submissions.
- Review sales and use tax regulations and research best practices for state compliance.
- Understand and review billing workflows involving multiple software integrations; collaborate with internal teams to streamline processes.
- Provide financial insights and recommendations to leadership to support strategic decision making.
- Identify opportunities to evaluate current accounting workflows and strengthen internal controls.
- Oversee office operations including supply management, phone coverage, maintenance requests, and general administrative support for team members.
- Serve as the primary point of contact with the building landlord for maintenance and facility concerns.
- Collaborate with the administrative team to support workplace engagement initiatives, including social events, office planning, and team coordination.
- Support other operational and administrative duties as needed to ensure smooth functioning of Philadelphia office for in-person colleagues.
Required:
- Bachelor’s degree in Accounting, Finance, or a related field.
- 3-5 years of progressive experience in accounting and finance.
- Hands-on experience with sales tax reporting and compliance (multi-state reporting experience strongly preferred).
- Strong understanding of accounting principles and internal control procedures.
- Proficiency with accounting and payroll systems (e.g., QuickBooks, ADP, Paychex, or similar).
- Excellent analytical, problem solving, and organizational skills.
- Strong interpersonal skills and the ability to work collaboratively within a team environment.
- Self-starter with the ability to work independently and manage competing priorities.
- Comfortability working onsite for a minimum of 2 days a week.
- Experience in a professional services firm.
- Familiarity with Smartsheet is a plus.
- Familiarity with Microsoft Suite (Outlook, Word, Excel) and SharePoint is a plus.
InOutsource is an Equal Employment Opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, gender identity, sexual orientation, national origin, age, disability, protected veteran status, and any other characteristic protected by applicable federal, state, or local laws. We are dedicated to fostering an inclusive environment where employees feel safe, supported, and able to bring their whole selves to work.
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