Position Summary:
We are seeking a versatile individual to fulfill the role of a Bookkeeping and Team Support Specialist. This position will involve dedicating 50% of their time to month-end bookkeeping for a select group of clients, ensuring accuracy and efficiency in financial transactions. The remaining 50% will be spent supporting the Bookkeeping Lead in overseeing team performance, facilitating training, and fostering a collaborative work environment. This role requires a proactive approach to improving bookkeeping processes and supporting team members.
Job Details:
Work from home
Monday to Friday | 8 AM to 5 PM PH Time
*Following PH Holidays
Responsibilities:
Bookkeeping:
- Categorize day-to-day financial transactions using the client’s accounting software.
- Reconcile historical books by comparing categorized transactions to bank statements.
- Execute year-end adjustments to guarantee the precision of financial statements.
- Communicate with clients as necessary to resolve queries and finalize books promptly.
- Maintain "offboarding" accounts until the conclusion of clients' cancellation periods.
- Collaborate with support and accounting departments to expedite tasks efficiently.
Team Leadership:
- Facilitate the onboarding and training of new Month-End Bookkeeping team members.
- Provide ongoing support and coaching to the bookkeeping team, particularly regarding new features and tools.
- Monitor team performance and metrics, offering constructive feedback to both team members and the Bookkeeping Lead.
- Contribute to Bookkeeping Initiatives aimed at achieving team and departmental objectives.
- Motivate team members, identify training requirements, and offer coaching as needed.
- Actively listen to team members' feedback and address any issues or conflicts promptly.
Qualifications:
- Bachelor's degree in Accounting, Finance, or a related field preferred.
- Proven experience in bookkeeping or accounting roles, with a strong understanding of financial principles and practices.
- Proficiency in using accounting software.
- Excellent communication skills, both verbal and written, with the ability to effectively interact with clients and team members.
- Demonstrated leadership abilities, including the capacity to train, motivate, and support team members.
- Strong analytical and problem-solving skills, with the ability to reconcile discrepancies and identify areas for process improvement.
- Ability to multitask and prioritize tasks effectively in a fast-paced environment.
- Commitment to accuracy and attention to detail, ensuring the precision of financial records and reports.
- Proactive approach to learning and adapting to new tools and technologies in the field of bookkeeping and accounting.