About the role
- Lead, coach, and develop a team of bookkeepers, ensuring accurate financials and adherence to policies.
- Oversee the review of weekly and monthly financials for your team.
- Build and maintain client relationships.
- Communicate with clients via Zoom and email regarding their financials and business strategy.
- Prepare and review monthly financial reports, dashboards, and forecasts.
- Implement process improvement strategies for both clients and internal operations.
- Uphold company guidelines and ensure team compliance with policies and deadlines.
- Provide training and support to team members, ensuring they meet their full potential.
Requirements
- Proven leadership experience in an accounting environment, with the ability to oversee a team and ensure strict adherence to timelines and standards.
- Technical expertise in QuickBooks Online is required, as well as proficiency in Word, Excel, and other relevant software.
- Demonstrated success in multi-client environments, with strong problem-solving skills.
- Strong organizational skills, with the ability to manage multiple tasks and projects while maintaining quality and accuracy.
- A career progression path that supports your growth in both responsibility and income.
- A culture of continuous learning, where your ideas will be heard and supported.
- A collaborative team environment that prioritizes excellence in service.
- Autonomy and ownership of your work without micromanagement, but with clear expectations.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
QuickBooks Onlinefinancial reportingfinancial forecastingprocess improvementdata analysis
Soft skills
leadershipcoachingcommunicationproblem-solvingorganizational skills