breakwater accounting + advisory corp

Accounting Technology Specialist

breakwater accounting + advisory corp

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $50,000 - $65,000 per year

Job Level

JuniorMid-Level

About the role

  • Breakwater Accounting & Advisory provides outsourced bookkeeping and accounting services for businesses and nonprofit organizations across the US.
  • Consult with clients to recommend, implement, configure, and support financial and workflow software (RAMP, Gusto, Dext, Bill.com, Divvy/Spend & Expense, Uncat).
  • Drive payroll software setup including earning codes, PTO policies, and employee data configuration.
  • Map software integrations to clients' charts of accounts to ensure accurate financial reporting.
  • Design workflows and document processes using flowchart tools (draw.io) and create standard operating procedures (SOPs).
  • Support internal adoption of workflow improvements across a multi-client environment with competing priorities.
  • Serve as a point of contact for clients during and after implementations, providing guidance and troubleshooting.

Requirements

  • 2-4 years of experience in bookkeeping, payroll administration, and/or financial software implementation
  • Familiarity with payroll concepts (earning codes, PTO policies, compliance basics)
  • Strong understanding of bookkeeping principles and chart of accounts structure
  • Experience with the following: Gusto, Uncat, BILL and/or RAMP, BILL Spend & Expense (formerly Divvy) and/or Dext, or similar financial tools
  • Proven ability to document and improve processes through SOPs and workflow mapping
  • Prior involvement in software selection and implementation projects
  • Knowledge of cross-platform integrations (QuickBooks Online, Xero, etc.)
  • Excellent organizational skills with the ability to manage multiple client projects at once
  • Strong communication and customer service skills, with experience working directly with clients
  • Experience in an outsourced accounting or client-service environment strongly preferred
  • Tech-forward and process-oriented; organized, adaptable, client-focused, independent but collaborative