Key skills
Sales
About this role
Role Overview
- Record daily financial transactions and maintain the general ledger in Xero
- Manage accounts payable and accounts receivable processes
- Process vendor payments and customer invoicing
- Reconcile bank, credit card, and balance sheet accounts monthly
- Maintain fixed asset schedules and track depreciation
- Ensure accurate classification of revenue and expenses across multiple states and contracts
- Support monthly close processes
- Prepare monthly financial summaries and supporting schedules
- Assist with year-end close and audit preparation
- Maintain organized digital documentation and supporting records
- Identify discrepancies and proactively resolve issues
- Support sales tax tracking and filings as needed
- Assist with payroll coordination and reporting
- Ensure financial practices align with internal controls and company policy
- Support documentation related to government and school contracts
Requirements
- 3–7+ years of bookkeeping or accounting experience
- Strong experience with Xero (required)
- Advanced proficiency in Excel / Google Sheets (reconciliations, pivot tables, formulas)
- Experience working in a multi-entity or multi-state environment preferred
- Familiarity with contract-based businesses or school food operations is a plus
- Highly detail-oriented with strong organizational skills
- Self-directed and comfortable working independently in a remote environment
Benefits
- Generous PTO
- 401(k) Option
- Paid Professional Development
- Education Reimbursement Opportunities
- Paid Family Leave
- Disability Insurance Coverage