Responsibilities:
• Daily transaction categorization & account reconciliation
• Weekly and monthly bank reconciliations
• Monthly financial reporting (margins, expenses, dashboards)
• Financial forecasting and budgeting
• Client invoicing and billing follow-up
• Payroll support and administration
• End-of-month report generation
• Manage multiple entities and payment platforms
Qualifications:
• 3+ years of bookkeeping/accounting experience
• Strong proficiency in QuickBooks Online (QBO)
• Experience with reconciliations, reporting, and forecasting
• High attention to detail and strong organizational skills
• Ability to manage multiple accounts/entities
• Preferred: Accounting background or qualification
• Nice to have: Experience with dashboards, Wave, HubSpot Payments, Stripe, or Gusto