Key skills
BudgetingCommunicationSales
About this role
Role Overview
- Weekly file review and client consulting
- Review and submit period end bank reconciliations
- Cashflow management/budgeting and client communication
- Period end review of client accounts of before submission for financial statement preparation
- Onboard new clients including new concepts
- Automation troubleshooting
- Test and implement new processes
- Assist with special projects as needed for department and firm
- Provide backup when needed
- Assist, monitor, and train staff
- Assist team leaders with various team metrics and goals
- Assist team leaders with staff review process
Requirements
- 5+ years experience in accounts payable and bookkeeping
- Working knowledge of general ledger and bill pay software
- Experience with double entry bookkeeping
- Strong attention to detail
- Strong communication (written and verbal) and interpersonal skills.
- Ability to work well in a team environment
- Ability to be flexible
- Ability to handle more than one project / task at a time
- Ability to learn different software and understand how they work and improve the firm in total
- Ability to think critically
- Proficient with the Microsoft Suite of products – Excel, Word, PowerPoint, Teams, Etc.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options