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Bookkeeping Analyst (Virtual)

Publicado el 19 Junio, 2025 en Finanzas y Negocios

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We are seeking an experienced and detail-oriented Bookkeeping Analyst to manage the financial records and bookkeeping operations for a portfolio of 8-10 small to medium-sized businesses across various industries.

The ideal candidate will be responsible for:

- Maintain accurate and up-to-date financial records for 10 different businesses, including recording transactions, reconciling bank statements, and managing accounts receivable and accounts payable.
- Process invoices, payments, and payroll for all clients in a timely and accurate manner.
- Prepare and analyze financial statements, including income statements, balance sheets, and cash flow statements, on a monthly or quarterly basis for each client.
- Provide financial guidance and recommendations to clients based on financial data analysis.
- Ensure compliance with relevant accounting standards, tax laws, and reporting requirements for each client's industry and location.
- Collaborate with clients' accountants, tax professionals, and other stakeholders as needed.
- Maintain confidentiality and adhere to data security protocols when handling sensitive financial information.
- Stay up-to-date with changes in accounting software, regulations, and best practices.


Success Factors:
- Excellent organizational and multitasking abilities to manage multiple client accounts simultaneously.
- Strong attention to detail and accuracy in financial record-keeping and reporting.
- Proficiency in accounting software and technology tools (e.g., QuickBooks, Xero, Excel).
- Effective communication skills to collaborate with clients, accountants, and other stakeholders.
- Ability to work independently and meet deadlines in a virtual environment.
- Analytical skills to interpret financial data and provide valuable insights to clients.

Strategic Objectives:
- Streamline and optimize financial processes for each client, improving efficiency and reducing costs.
- Enhance client satisfaction by providing accurate, timely, and insightful financial reporting and analysis.
- Maintain a high level of data security and confidentiality to protect clients' sensitive financial information.
- Continuously improve knowledge and skills to adapt to changing accounting standards, regulations, and technological advancements.
- Foster long-term relationships with clients by delivering exceptional service and contributing to their financial success.
- Expand the client portfolio by leveraging positive referrals and demonstrating expertise in virtual bookkeeping services.

Qualifications:
•    Bachelor's degree in Accounting, Finance, or a related field (or equivalent experience)
•    Must have advanced business and accounting English speaking and writing skills
•    Minimum of 3 years of experience in bookkeeping or accounting roles
•    Proficiency in accounting software (e.g., QuickBooks, Xero, FreshBooks)
•    Strong analytical and problem-solving skills
•    Excellent organizational and time management abilities
•    Effective written and verbal communication skills
•    Ability to work independently in a virtual environment
•    Attention to detail and accuracy in financial record-keeping

We are looking for a professional with proven experience in bookkeeping for multiple clients and a strong understanding of accounting principles. Proficiency with accounting software is expected.

Categoría Finanzas y Negocios
Subcategoría Libros Contables
Tamaño del proyecto Grande

Duración del proyecto No definido

Habilidades necesarias