Financial Services Specialist

Financial Services Specialist

At World Class Financial Services, our mission is to foster growth and financial wellness in the Salon and Spa Industry. We are a boutique financial services firm dedicated to providing specialized accounting, bookkeeping, and financial reporting support to salon and spa business owners. Our small, collaborative team takes pride in delivering accurate, timely, and personalized financial services that empower our clients to focus on what they do best.

About the Opportunity

Step into a meaningful role where your financial expertise directly supports small business owners in a unique and vibrant industry. World Class Financial Services is a small, close-knit office environment where every team member plays a vital role in the success of our clients.

As a Financial Services Specialist, you will manage full-cycle accounting functions for a portfolio of salon and spa clients, including month-end close, payroll processing, sales tax filings, and ongoing financial reporting. You will serve as a trusted point of contact for clients, providing regular communication and support to ensure their financials are accurate and delivered on time every month.

If you are detail-oriented, thrive in a fast-paced environment, and find satisfaction in helping small businesses succeed financially, this role may be the perfect fit for you.

Key Responsibilities

• Month-End Close: Manage the full month-end close process, including bank and credit card reconciliations, balance sheet account reconciliations, payroll breakdowns, sales and cost of sales entry, distributor invoice breakdowns, and general P&L organization.
• Payroll & Tax Compliance: Process client payroll accurately and on schedule; handle sales tax filings and 1099 processing in a timely manner.
• Cash Management: Monitor and manage cash flow activities on behalf of clients.
• Financial Reporting: Prepare financial statements, journal entries, and related reports to ensure clients have a clear and accurate picture of their business finances.
• Client Communication: Maintain regular, proactive communication with clients to provide support, answer questions, and keep financials on track each month.
• General Accounting Support: Perform other accounting and administrative duties as assigned to support the team and clients.

Qualifications

• High school diploma or equivalent required; college degree in Business, Accounting, or a related field preferred
• 35 years of accounting or bookkeeping experience required
• Proficiency in QuickBooks and Microsoft Excel required
• Strong understanding of financial statements
• Experience with payroll processing and sales tax filing a plus

Key Traits of a Successful Candidate

• Exceptional attention to detail and organizational skills
• Strong verbal and written communication skills with a client-first mindset
• Ability to manage multiple clients and deadlines simultaneously
• Self-motivated with a high level of integrity and professionalism
• Comfortable working in a small office environment with a collaborative team
• Positive attitude and openness to learning and growing within the role

What We Offer

• Starting salary of $65,000$70,000, depending on experience
• Work hours 8:00 AM - 5:00 PM
• Medical and Dental coverage (50% paid by the employer)
• 401(K) with 3% match after one year
• Short-term disability (offered by employer, paid by employee)
• 5 Wellness Days annually (6 days in your first year)
• PTO and 8 paid holidays

Location Denver, CO 80212

How to Apply

Applicants may apply in one of the following ways:

• Directly on this job board by following the application instructions provided.
• Through our company's hiring portal at:

This is a direct-hire opportunity with World Class Financial Services. The hiring process is being facilitated by Hire With Ease. We kindly ask that all applicants apply through our portal; applications submitted outside of this process will not be considered. We look forward to reviewing your application!