Certified Public Accountant (CPA)

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.

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