Accounting & Operations Specialist

Posted 4 Days Ago
Be an Early Applicant
Corona, CA, USA
In-Office
70K-85K Annually
Senior level
Fintech
The Role
Manage day-to-day accounting and operational tasks including payroll, AP/AR, bank reconciliations, general ledger maintenance, month- and year-end close support, multi-state sales tax filing, benefits and insurance administration, purchase order and international freight coordination, and process improvements for a small manufacturing/distribution business.
Summary Generated by Built In

Wolfsburg West is seeking a detail-oriented Accounting & Operations Specialist to oversee the company's day-to-day accounting functions while supporting key operational processes. This role is responsible for maintaining accurate financial records, managing payroll and insurance administration, overseeing AP/AR, supporting month-end and year-end close, and coordinating purchasing and freight documentation. The ideal candidate is highly organized, enjoys wearing multiple hats, and thrives in a small business environment where accuracy, initiative, and collaboration are valued.

Key Responsibilities

    Accounting & Finance

    • Process bi-weekly payroll and maintain payroll records.
    • Manage accounts payable, including invoice processing, vendor payments, and reconciliations.
    • Oversee accounts receivable, customer invoicing, collections, and payment application.
    • Perform daily cash reconciliation and bank deposits.
    • Manage banking relationships and complete bank reconciliations.
    • Prepare operational journal entries and maintain the general ledger.
    • Assist with month-end and year-end close, including reconciliations and supporting schedules.
    • Support Fractional Controller with tax preparation and annual financial reporting.
    • Maintain accurate financial records and documentation.
    • Tax & Compliance

      • Prepare and file multi-state sales tax returns using Avalara.
      • Coordinate business licenses and ensure ongoing compliance.
      • Assist with tax documentation and support external accountants during tax season.
      • Human Resources & Benefits Administration

        • Administer employee health insurance benefits and enrollments.
        • Manage business insurance policies, renewals, certificates of insurance, and claims coordination.
        • Support onboarding paperwork and payroll-related employee changes.
        • Purchasing & Operations

        • Create and manage purchase orders.
        • Coordinate inbound international freight and shipping documentation.
        • Prepare Shipper's Letters of Instruction (SLIs) and customs documentation.
        • Work with freight forwarders, customs brokers, and vendors to ensure timely deliveries.
        • Maintain purchasing records and vendor files.
        • Identify opportunities to improve accounting and operational processes.
        •  

           

Preferred Experience

    Preferred Experience

    • Manufacturing or wholesale distribution experience.
    • Experience working with inventory-based businesses.
    • Familiarity with customs documentation and international shipping.
    • Experience working closely with business owners and leadership teams.

Qualifications

    • 5+ years of accounting or bookkeeping experience, preferably in a manufacturing, distribution, or e-commerce environment.
    • Strong understanding of GAAP and accounting principles.
    • Experience processing payroll and administering employee benefits.
    • Experience with accounts payable, accounts receivable, bank reconciliations, and general ledger accounting.
    • Experience supporting month-end and year-end close.
    • Knowledge of sales tax compliance; Avalara experience preferred.
    • Experience coordinating international freight or import documentation is a plus.
    • Excellent organizational skills and attention to detail.
    • Strong Excel skills and proficiency with accounting software.
    • Ability to manage multiple priorities independently while maintaining accuracy.

Skills Required

  • 5+ years of accounting or bookkeeping experience
  • Strong understanding of GAAP and accounting principles
  • Experience processing payroll and administering employee benefits
  • Accounts payable, accounts receivable, bank reconciliations, and general ledger accounting experience
  • Experience supporting month-end and year-end close
  • Knowledge of sales tax compliance
  • Experience with Avalara
  • Experience coordinating international freight or import documentation
  • Manufacturing, wholesale distribution, or inventory-based business experience
  • Familiarity with customs documentation and international shipping
  • Experience working closely with business owners and leadership teams
  • Excellent organizational skills and attention to detail
  • Strong Excel skills and proficiency with accounting software
  • Ability to manage multiple priorities independently while maintaining accuracy
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The Company
HQ: Brooklyn, NY
45 Employees
Year Founded: 2018

What We Do

Teamshares helps small businesses become employee-owned through education, good governance and digital products that make financials and operations simpler.

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