About UES
Utility Energy Services (UES) provides top-tier services to regulated industries such as Utilities. With a focus on safety, efficiency, transparency, and inclusiveness, we strive to deliver cost-effective results daily. As we continue to grow, we are seeking a Financial Operations Manager to enhance our financial strategy, drive cost savings, and support procurement processes.
Key Responsibilities
Financial Management & Reporting
- Oversee accounts receivable (AR) including monthly invoicing, tracking deposits, and reconciling payments in QuickBooks Online (QBO).
- Manage accounts payable (AP), including vendor payments, inventory purchases, and issuing purchase orders for inventory.
- Prepare and analyze monthly financial reports, including P&L, Balance Sheets, and AR aging reports.
- Ensure accurate recording and reconciliation of program incentive invoices, tracking ETF payments, and initiating ACH payments to partners.
- Manage accrual accounting processes, ensuring accurate tracking of expenses and revenues.
- Oversee and review biweekly expense report submissions.
- Assist in financial planning activities such as budgeting, forecasting, and cash flow management.
- Work with the company’s CPA to develop tax strategies and ensure compliance with tax planning.
- Prepare and manage dashboards and reports to track project-level P&Ls, providing executive leadership with financial insights for decision-making.
- Leverage AI and automation tools to streamline reporting, improve accuracy, and enhance financial decision-making.
Procurement, Cost Savings & Strategic Planning
- Identify and recommend cost-saving opportunities within financial operations, vendor management, and inventory procurement.
- Support the selection and negotiation of competitive services for the company, ensuring optimal vendor agreements and pricing.
- Work closely with executive leadership and local business unit leaders to develop pricing models, cost plans, and resource planning for new solicitations and RFPs.
- Collaborate with business unit leaders to drive cost-saving strategies that optimize company spending and improve operational efficiency.
- Play a key role in selecting and implementing financial systems, payroll platforms, and expense management systems, ensuring best-in-class solutions that balance cost and value.
- Monitor expenses, oversee approvals, and ensure spending aligns with budgeted expectations.
Payroll, Benefits, & Compliance
- Oversee 401K enrollments, contributions, and healthcare tracking, ensuring correct financial reporting in QBO.
- Help implement and transition to a new payroll vendor.
- Manage financial tracking related to part-time employees, including reports and timesheets.
- Ensure compliance with regulatory reporting requirements, including tax and financial audits.
Qualifications & Skills
- Bachelor’s degree in Accounting, Finance, or related field.
- 5+ years of financial and bookkeeping experience.
- Proficiency in QuickBooks Online (QBO) and Excel.
- Strong analytical skills with the ability to identify cost-saving opportunities.
- Experience in vendor selection, procurement, and contract management.
- Strong understanding of accrual accounting and corporate finance principles.
- Ability to collaborate with a CPA on financial strategy and tax planning.
- Experience in financial system selection and implementation.
- Familiarity with AI-driven financial automation to improve reporting and decision-making.
- Excellent attention to detail, problem-solving, and organizational skills.