
Seeking Experienced Bookkeeper for Financial Management Role
2 weeks ago
Job Title:
Financial Management SpecialistOverview:
A Financial Management Specialist is required to provide high-quality financial services to clients. The ideal candidate will have strong accounting skills and experience with modern ERP software.
Main Responsibilities:
- Manage day-to-day financial transactions, reconcile accounts, and oversee AP/AR.
- Process payroll, sales tax, and compliance filings (1099s, etc.).
- Prepare and review financial statements (P&L, Balance Sheet, Cash Flow).
- Support clients in QuickBooks Online/Desktop and Odoo ERP; familiarity with Xero a plus.
- Train clients on bookkeeping tasks and software workflows.
- Collaborate with the team using Microsoft Office/Teams.
- Provide notary services (certification required or obtained shortly after hire).
Requirements:
- Bachelor's degree in Accounting, Finance, or related field (Associate's degree + 2 years' experience considered).
- 5+ years bookkeeping/accounting experience.
- Hands-on experience with QuickBooks and Odoo ERP (required).
- Strong working knowledge of GAAP, reconciliations, and financial reporting.
- Ability to work in a fast-paced environment and manage multiple clients/projects.
- Excellent communication and client service skills.
- Experience in public accounting and/or in a consulting role with demonstrated ability to balance multiple clients and projects.
- High attention to detail, accuracy, and organizational ability.
Preferred Skills:
- Experience with Xero, Avalara, Shopify, Cin7, Katana, or Buildertrend.
- Prior tax prep support experience.
- CPA, EA, AFSP, or Certified Bookkeeper credential.
- Notary Public certification (preferred).
- Bilingual (preferred).
Benefits:
- Hourly Pay: $25 – $28/hr, depending on experience.
- Company-provided work device.
- 401K with 3% employer match.
- Health, Dental & Vision insurance (Certum contributes 50% employee / 20% dependent).
- 3 weeks PTO (vacation/sick) + paid holidays.
- Paid Udemy subscription.
- Paid CPE with approval.
Location:
Must reside in North Carolina (office in Monroe, NC) - will need to come to office as needed.
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