ROLE: Client Advisor
WHO ARE WE?
St Joseph Financial Services (SJFS) is a leading firm supporting Catholic institutions’ financial needs across the US. We are the only solution to the financial crisis hindering the Church’s mission, and we solve it by providing comprehensive client accounting services for Catholic Schools, Catholic Parishes, Catholic Dioceses and other Catholic Institutions. Quite simply, we enable our clients to make better business decisions through qualified, mission-driven people, leading and approachable technology, and better back office procedures. Our strength allows us to provide wrap-around advisory services such as financial analytics, board preparation, budgeting and planning.
Our work platform simplifies our clients experience through cloud-based financial management technology, personalized expertise, and unmatched scale. Founded in 2018, we are growing to meet the needs of Catholic education in more ways than ever before imagined. Come and join our great workplace to help us deliver on our mission of making a difference every day for our clients. For that reason, we need team members that help us make, “More Time Ministering. Less Time Administering” a reality for all of our clients!
ROLE SUMMARY
We are looking for Client Advisors to join our growing client support team. These hybrid, full-time positions will be an extension of our home office location team in South Bend, Indiana. These are critical roles designed for recent graduates or entry-level professionals responsible for helping us build a mission centered, growth-focused financial services firm as we expand our accounting services and partnerships with Catholic organizations across the country. The successful candidate will need depth in understanding efficient accounting services, planning and execution throughout the lifecycle of the business to support our broad customer base, targeted growth, and the scale at which we’re currently operating. This role will report to a Client Advisor-Senior.
WHAT MAKES A GREAT CLIENT ADVISOR?
- Do and Execute Client’s Accounting Work at The Direction of Client Advisor – Senior
- Communicate with Client Leads
- Guide the work of Client Service Specialists
- Manage Technology with Clients
KEY RESPONSIBILITIES
- Perform general accounting tasks and assist with the preparation of financial statements, including reconciliations, journal entries, and month-end closing procedures
- Help maintain accurate and organized financial records by inputting and verifying financial transactions
- Assist with budgeting, forecasting, and variance analysis to support financial planning and decision-making processes of our clients
- Collaborate with other team members to ensure the accuracy and completeness of financial data
- Liaise with external parties, such as auditors and tax professionals, to provide necessary documentation and support
- Stay current with US GAAP accounting regulations and financial reporting standards to ensure compliance
- Assist in special projects and ad hoc analysis as needed
- Provide excellent service to internal and external stakeholders by promptly responding to inquiries and providing accurate information
- Ensure usage of proper supporting documentation for transactions processed
- Utilize SJFS’ best practice standard tools, templates, and methodologies in delivery of client services and interacting with SJFS team members
- Prepare payments by approved AP invoices; requesting disbursements; reconciling accounts
- Protect the client’s value by keeping information confidential
- Recommend areas for efficiency and automation in the accounting function
WHAT WE ARE LOOKING FOR FROM YOU – OUR MINIMUM QUALIFICATIONS
Technical Skills
- Bachelor’s degree in accounting or finance or work-related experience equivalent
- Minimum 0-2 years of accounting experience
- Strong MS Excel Skills including Excel formulas (VLOOKUP’s, and other formulas)
- Proficient in the use of Google Work Space and financial management software (Sage Intacct, QuickBooks Online, Bill.com/Bill & Spend, FloQast)
- Knowledge of US GAAP
Other Key Skills
- Strong attention to detail
- Demonstrated ability to analyze, problem-solve and provide solutions
- Proven ability to meet deadlines on a consistent basis
- Demonstrated ability to produce accurate work
- Pro-active communicator; solid written and oral communication skills
- Adept at active listening
- Pro-actively seek feedback and learning opportunities to improve their skills
- Effective in a collaborative, team-based environment and receptive to feedback
- Proven ability to multitask and work on multiple clients at one time
- Understand business processes
- Ability to work independently
- Ensure integrity of financial information
- Practical and common-sense minded; strong and sound judgment
- Flexible and adaptable
- Able to pivot and prioritize in a changing environment
- Onsite or hybrid work environments
A CULTURE THAT SEEKS TO SERVE A GREATER PURPOSE
At SJFS, we foster a mission-driven culture that supports our Catholic clients while genuinely caring for each of us that works here. From the interview process, we center our values in our day-to-day. We deliver our work with intentionality with our clients and we build relationships with professionalism, through trust and respect. Our integrity leads us to do the right thing at all times. We support each other in decision-making with accountability while always striving to be of authentic service, to our clients and to one another. We are a mission-driven organization. Our team consists of conscientious individuals, passionate about the Catholic Church and education, while delivering on our work that builds client partnerships, and we are committed to putting our employees first, in all that we do.
A PLACE TO GROW AND MAKE AN IMMEDIATE IMPACT
Too often job descriptions focus solely on what a candidate needs to be able to contribute to the organization, but your decision also includes what you will receive in return. SJFS knows that our people make our mission possible even more than the technology and processes we use. In addition to the work you will perform, you will inherit an environment that will nurture your whole-self, sharpen your skills, and show you a good time along the way. Perhaps the best way to convey that is to share with you what our own employees have told us why they came to work for us. We dare you to work for a firm that’s mission-driven where we all share a higher ideal. We can’t wait for you to join us! Be different. Be mission-driven.