Part-Time Accountant

2 days ago

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RoseRyan

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Tailored expertise out of Silicon Valley to help solve evolving companies’ Finance & Accounting and Marketing challenges

Finance • IPO • M&A • corporate governance • CFO

51 - 200

Description

• Managing day-to-day accounting needs and monthly close processes of clients as assigned. • Acting as a main contact for assigned clients to prepare and confirm monthly financials are completed accurately and on time. • Completing interim bank reconciliations, credit card entries, and making online payments for client credit cards, retirement contributions, and life and disability premiums. • Assisting with Bill.com transactions, following up on old checks and aging A/R items, and performing other AP/AR tasks as requested. • Obtaining bank statements, and other documents through approved online access of the clients’ portals. • Creating/pulling reports as requested by clients. • Responding promptly to client inquiries and requests. • Cross training on other account leads’ clients to build redundancy and coverage. • Assisting with the onboarding process of new clients. Working together with assigned account lead to ensure a smooth transition. • Communicating with client about any changes in services or on-site arrangements. Fully understanding the scope of the contract and helping onboard the client. • Providing support to other staff as needed. • Providing any documentation requested by the auditors on behalf of the client. • Making sure final documents are complete and saved to client files. • Providing support to and performing other job duties as assigned .

Requirements

• Bachelor’s degree in accounting, business, finance, or a related field is required. • 2 – 5 years’ experience in an equivalent position or suitable alternative is required. • High level of proficiency in QuickBooks and Excel is required. • Intermediate skills in Word and Outlook are required. • Familiarity with Teams and Office Tools is preferred. • Comfort with multitasking and concurrently managing the needs of multiple clients is required. • Familiarity with online bill payment software is preferred. • Professional demeanor and customer service skills are required. • Organization skills and attention to detail is required. • Ability to maintain confidentiality is required. • Willingness to communicate responsively via various means – phone, email, text, in-person.

Benefits

• Medical available • PTO available