Core Competencies:
- Ethics. Works with integrity; Upholds organizational values.
- Dependability. Follows instructions, responds to management direction; results oriented and committed to achieving objectives and tasks as required.
- Teamwork and Collaboration. Exhibits objectivity and openness to others views; Gives and welcomes feedback; Contributes to building a positive culture. Communicates effectively.
- Professionalism. approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration; Accountable of all actions and decisions.
- Organizational Support. Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values.
- Quality Management. Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
- Decision Making. Analyzes each situation, looking for opportunities to make any situation more beneficial for the company. Participates effectively in communication to achieve optimum results.
Tasks required:
- Maintain and reconcile financial records in QuickBooks Online/Desktop.
- Process invoices, payments, and payroll transactions.
- Prepare financial reports, budgets, and cash flow statements.
- Conduct bank and credit card reconciliations.
- Assist in tax preparation and compliance.
- Utilize Excel for data analysis, financial modeling, and reporting.
- Identify and resolve discrepancies in financial statements.
- Provide technical support for QuickBooks and recommend software optimizations.
- Collaborate with internal teams and external accountants as needed.
- Other tasks as assigned
Requirements:
- Proven experience working with QuickBooks Online/Desktop (Certification preferred).
- Strong understanding of accounting principles, financial reporting, and reconciliation.
- Experience with other accounting software (e.g., Xero, FreshBooks, NetSuite).
- Background in bookkeeping, finance, or CPA-related fields.
- Advanced Excel skills (pivot tables, VLOOKUP, formulas, financial modeling).
- Experience with accounts payable, accounts receivable, and payroll.
- Knowledge of tax regulations and compliance.
- Strong attention to detail and problem-solving abilities.
- Excellent communication and organizational skills.