• Weekly file review and client consulting
• Review and submit period end bank reconciliations
• Cashflow management/budgeting and client communication
• Period end review of client accounts of before submission for financial statement preparation
• Onboard new clients including new concepts
• Automation troubleshooting
• Test and implement new processes
• Assist with special projects as needed for department and firm
• Provide backup when needed
• Assist, monitor, and train staff
• Assist team leaders with various team metrics and goals
• Assist team leaders with staff review process
• 5+ years experience in accounts payable and bookkeeping
• Working knowledge of general ledger and bill pay software
• Experience with double entry bookkeeping
• Strong attention to detail
• Strong communication (written and verbal) and interpersonal skills.
• Ability to work well in a team environment
• Ability to be flexible
• Ability to handle more than one project / task at a time
• Ability to learn different software and understand how they work and improve the firm in total
• Ability to think critically
• Proficient with the Microsoft Suite of products – Excel, Word, PowerPoint, Teams, Etc.