Key skills
Sales
About this role
Role Overview
- Monitor banking portals and financial systems for activity and urgent updates
- Review and reconcile Stripe transactions and payouts
- Perform daily bank reconciliations and verify card activity
- Record and categorize transactions in QuickBooks
- Maintain Excel financial trackers and ensure cross-platform accuracy
- Track subscriptions, recurring expenses, and spending limits
- Review, issue, and follow up on invoices
- Update cash flow forecasts and track expected vs. actual payments
- Coordinate with Sales to validate pipeline data and client onboarding
- Prepare and submit end-of-day P&L reports
- Prepare POD-wise performance and capacity updates
- Manage financial onboarding and offboarding of employees
- Update client billing records and reconcile POD revenue
- Track contract status and documentation
- Coordinate with tax and legal advisors on compliance matters
- Update employee payout data within the P&L
- Execute full monthly close in QuickBooks
- Generate Cash Flow, P&L, and Variance reports
- Prepare executive-level financial summaries
- Monitor tax compliance (including 941 filings and deadlines)
- Process payroll and commissions
- Prepare cash flow movement and liquidity analysis
- Produce POD-wise performance reporting
- Update company financial scorecard (revenue, margins, churn, KPIs)
- Manage recurring payments and international transfers
- Support executive financial administration where required
Requirements
- 3+ years of bookkeeping or financial operations experience
- Strong proficiency in QuickBooks Online
- Advanced Excel skills (formulas, pivot tables, financial modeling)
- Experience managing Accounts Receivable and Accounts Payable
- Payroll processing experience
- Understanding of tax compliance fundamentals (including 941 filings)
- Ability to generate P&L, Cash Flow, Variance Analysis, and Forecast reports
Benefits
- Remote-First Company
- Unlimited Paid Time Off (PTO)
- Growth & Career Development Plan
- High-Performance Global Team
- Winning Mentality