Job Title: Financial Operations Specialist
Accounting should be strategic, insightful, and human-driven.
We value trust, independence, and efficiency in our financial operations. Our team is dedicated to empowering every member to do their best work while helping clients thrive.
The ideal candidate will have experience in bookkeeping or accounting, flexibility around working hours, strong attention to detail, organization, and accuracy, excellent communication skills, and ability to manage multiple clients independently.
The successful candidate will handle full-cycle bookkeeping for assigned clients, maintain accurate financial data using QuickBooks or other cloud-based accounting tools, prepare clear financial reports, communicate with clients and team members through digital tools, and proactively identify ways to improve processes and increase efficiency.
Key responsibilities include:
* Managing client accounts and maintaining accurate financial records
* Preparing and reviewing financial reports, statements, and other documents
* Communicating effectively with clients and team members to ensure seamless collaboration
* Identifying areas of improvement and implementing process changes to increase efficiency