Job description

JOB SUMMARY

The Financial Operations Associate role is client facing and provides everything from full charge bookkeeping to accounting services directly within each client’s business. Each client will be different and may need support in a variety of areas, including: bookkeeping data entry, reconciliations, accounts payable, accounts receivable, sales tax filings, inventory management, payroll and benefits administration, month-end close, and financial statement preparation and reporting. This role will function as a member of the client’s team, including communicating with clients, vendors, and employees.

To succeed in this role, you will need to work within the given budget for each client, use the client’s financial softwares, adapt to scope changes, and be willing to jump in to support new clients or other team members. Associates are responsible for between 5 to 15 clients at a time depending on their work schedule and client budgets.

This can be a part-time or full-time employee position depending on your availability, areas of interest, and expertise.

This is a 100% remote position with flexible hours. We strive to help our team maintain a better work/life balance by offering flexibility that meets your needs. If you're looking for a refreshing alternative to the overworked firm/agency experience, or from running your own firm, we highly encourage you to apply.

Available to people authorized to work within the United States.

WHO WE ARE

We are a full-service outsourced bookkeeping firm, but we take pride in making clients feel like we’re a part of their team. We take time to understand our clients’ businesses, tailor our services accordingly, and provide them with the financial information they need to make informed, savvy decisions. Our Managing Director has over 25 years of experience in financial planning, operations, and analysis in a variety of industries. We are a team dedicated to excellence with high standards and exceptional work ethics. We're growing fast and need to expand in order to keep up with and optimize our success and would love to welcome someone special to join our team.

ESSENTIAL DUTIES & RESPONSIBILITIES

● Record financial transactions accurately and efficiently in the client’s accounting software platform.

● Execute, as applicable, processes related to accounts payable, accounts receivable management, bookkeeping entries, inventory, and closing the books monthly.

● Prepare financial reports by collecting, analyzing, and summarizing client data and provide strategic recommendations regarding financial planning and forecasting with support from the Manager and/or the Managing Director.

● Manage day-to-day client relationships and projects while performing within established processes and budget parameters.

● Organize and respond to daily client communications within 24 hours of receipt using clear, empathetic, and client-friendly language.

● Identify client needs and recommend services or tools to drive additional client value and efficiency.

● Support all assigned clients in accordance with defined processes.

SKILLS THAT WILL ENABLE YOU TO THRIVE
● You are able to learn quickly, aren’t afraid to ask questions, take initiative, and are proactive with your communication.

● You excel at balancing being thorough and efficient in a 100% remote work environment so you can exceed expectations with limited supervision.

● You have strong project management and prioritization skills in order to manage the budget constraints and deadlines of ongoing work and juggle unexpected client needs as they arise.

● You take pride in refining your communication, both written and verbal, and especially the ability to speak client-friendly language that adapts to each client’s personality and preferences.

● You listen and are detail oriented with precision. Special note to see if you’re paying attention. Put the secret code “I love unicorns” in the 2nd application question.

● You are quick to pick up new tech and tools. We work in a variety of tools and software platforms depending on each client and you will need to be able to use them with some basic training, such as: MS Office 365, Clockify, Quickbooks Desktop and Online, Xero, Bill.com, and many other cloud-based software applications including our proprietary project management software.

● You have a reliable internet connection and can use video conferencing services to meet with clients.

● Bachelor’s in Accounting or related field preferred or an Associates plus equivalent experience.

● Experience supporting businesses with $1M+ revenue, eCommerce, inventory, and public accounting are all plusses.

We believe that a diverse set of backgrounds and experiences enrich our team and allow us to achieve above and beyond our goals. If you do not have experience in all of the areas detailed above, we hope that you will share your unique background with us in your application and how it can be additive to our team.

Supporting Strategies Queens is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

BENEFITS
1) Compensation is DOE. There is room for growth within the company and we will provide paid 90 day training with clear expectations of performance, 30/60/90 day+ reviews, and a manager available to help set you up for success. We also offer two weeks of paid time off for our full-time employees.

2) Work virtually from anywhere, whenever you want. You will need to meet our 24hr client response SLA and be available for client calls, but you can set your specific hours. We expect everyone to get their work done by their deadlines with high quality, but we don’t care when it gets done.

3) We care about people, empowerment, inclusion, wellbeing, and we do everything we can to set you up for success to work independently with clients, including: a thorough onboarding and training plan, clear written expectations, manager and peers available for questions and customized support.

4) You’ll work with extraordinary people. If you like working with passionate, communicative, talented, accountable, generous, and ambitious people with high integrity and high standards… that’s us. We have a high bar for excellence, results, and integrity. If you’re dedicated to detail-oriented quality, you’ll succeed here fast.

Job Types: Full-time, Part-time

Pay: $25.00 - $30.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off
• Paid training
• Professional development assistance

Schedule:

• Monday to Friday

Application Question(s):

• ● Someone in this role needs to be extremely detail-oriented and tech-savvy AND have excellent project management skills AND requires empathetic client support skills. What would make you the BEST candidate for this?
• Please share the range of your minimum to ideal hourly compensation and hours as an employee W-2.

Experience:

• Bookkeeping: 5 years (Required)

Work Location: Remote

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