Bookkeeper, Part-Time

Role Overview

• Maintain and update financial scorecards and Excel spreadsheets weekly.
• Accurately track sales data and commissions using an enrollment tracker, ensuring precise reporting.
• Record and manage investor logs, maintaining current and accurate data for internal use and reporting.
• Reconcile records to align financial data with current transactions and forecasts.
• Proactively contact clients who have been declined to provide guidance and explore alternative solutions.
• Collaborate with the special financing department to facilitate customized client solutions.
• Communicate professionally and empathetically with clients via phone and email.
• Conduct regular audits to identify and resolve discrepancies in financial records.
• Uphold strict confidentiality of all financial documentation and client information.

Requirements

• Proven experience in bookkeeping, accounting, or a related field.
• Advanced proficiency in Microsoft Excel and familiarity with financial management tools.
• Exceptional organizational skills and a keen attention to detail.
• Strong mathematical aptitude and analytical skills.
• Comfortable and confident communicating with clients, particularly in sensitive or declined situations.
• Experience in client relations, customer support, or sales tracking systems is preferred.
• Empathy and professionalism when handling client inquiries or challenges.

Benefits

Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.

**Embrace the Opportunities: **Seize daily chances to learn, innovate, and excel. Make a real impact in your field.

**Limitless Career Growth: **Unlock a world of possibilities and resources to propel your career forward.

Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.

Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.

Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.