Skills
- Ability to manage client relationship and deliver the company experience (customized solutions, ease of doing business, and extraordinary service)
- Ability to oversee execution of services
- Advanced problem-solving skills
- Bookkeeping experience with a focus on accuracy, timeliness and efficiency
- Excellent verbal and written communication
- Proficiency with Microsoft Excel
- Ability to define and document new processes
- Basic ability to read and analyze financial statements
- Ability to quickly learn and master new cloud-based software applications
- Proficiency with QuickBooks Online and Xero (preferred)
Key Responsibilities
- Team meetings
- Internal email correspondence
- Skill development reading
- Daily task planning
- Task-by-task time tracking
- Account Executive functions:
- Managing and training the team
- Answering questions
- Monitoring team performance metrics
- AP
- AR
- Reconciliations
- Payroll
- Reporting
- Sales/Use tax filing
- Bookkeeping tasks
- Financials:
- Reconciliations
- Reports (owner statements, P&L, balance sheet)
- Other crosschecks