We are seeking a highly skilled Bookkeeping Coordinator to join our team on a full-time basis. The ideal candidate will possess a strong background in accounting, excellent communication skills, and a proven ability to manage multiple responsibilities effectively. This position primarily involves handling bookkeeping tasks for several small companies, with increased hours during tax preparation periods.
Responsibilities:
- Categorize transactions daily, update KPI dashboards and post journal entries
- Build and maintain financial statements (P&L, Balance Sheet, Cash Flow) to support financial planning and analysis
- Provide forecasting figures to accounting manager and client as requested
- Reconcile revenue reports with cash receipts
- Post payroll activity into the accounting software
- Reconcile balance sheet accounts
- Update budget vs actual reports, ensuring accuracy and alignment with strategic objectives
- Weekly Stand Up to Leadership: Come prepared to provide weekly updates to management
- Trusted, Responsive Resource for Reliable Data: Act as a reliable and responsive resource for clients, providing accurate and timely financial information and analysis to support their decision-making processes
- Analyze Complex Situations with Little Data: Analyze complex financial situations and scenarios with limited data availability, utilizing critical thinking and problem-solving skills to derive meaningful insights and recommendations
- Provide Simple and Concise Recommendations: Translate complex financial data into simple and concise recommendations, enabling clients to make informed and effective business decisions
- Other Duties, as Required: Assist with ad-hoc financial analysis, special projects, and other duties as needed to support the overall objectives of the organization
Requirements
- Bachelor's degree in Finance, Accounting, or related field; MBA or CPA preferred
- 3+ years of experience in budgeting/proforma is highly preferred
- 5+ years of experience in accounting is highly valuable
- Proficient in multiple accounting systems is preferred
- Proven experience in financial analysis, budgeting, and reporting
- Advanced proficiency in Microsoft Office applications and financial modeling
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data
- Strong understanding of mergers & acquisitions economics modeling principles
- Experience with running full budgeting processes and 13-week cash flow modeling
- Excellent communication and interpersonal skills, with the ability to effectively collaborate with cross-functional teams and communicate financial concepts to non-financial stakeholders is required
- Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment
- A curious mind and a passion for helping entrepreneurs achieve their goals through reliable financial data and analysis
Benefits
- Hourly rate ranges from $7 to $10, depending on experience
- Opportunities for career advancement
- Dynamic and collaborative work environment
- Remote work option available
- Supportive team culture focused on success and growth
