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Bookkeeping Specialist

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Posted : Monday, October 30, 2023 11:42 PM

The Bookkeeping Professional provides bookkeeping support to Cascadia clients via NewBOS, QuickBooks, and other software, and will serve as a point of contact for internal and external constituencies, including client and prospective client inquiries.
The ideal candidate will have the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, bookkeeping, and organizational skills, and the ability to maintain a realistic balance among multiple priorities.
They will also manage all confidential matters with discretion.
*ESSENTIAL DUTIES AND RESPONSIBILITIES: * _*Bookkeeping Duties:*_ * Performs bookkeeping duties assigned for each client which may include but not limited to; bank deposits & reconciliations, verification of transactions, and account balancing.
* Processing payments, invoices, income, and receipts and entering data into accounting software or databases.
* Development of monthly financial statements including cash flow, profit and loss and balance sheet.
* Oversight of assigned client files including scope of work definition, time and project management and execution.
* Inventory management with scope of work definition, project/time management, and execution.
* Enhance client’s capacity, financial structure, develop best practices, and other fiscal management required by the client.
Administration Duties: * Collaborate with team as needed, attend team meetings, and take client calls.
* Collaborate with the team to establish procedures and standards to guide efficiency and consistent internal and external operations.
* Engage to help build new and existing client relationships.
* Other projects or duties as assigned by supervisor.
*KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:* * Knowledge of accounting best practices, data, office administrative procedures and systems.
* Highly proficient in MS Office applications (Word, Excel, Access, PowerPoint).
* Excellent communication skills, both verbally (in person and via phone) and in writing.
* Elevated level of people skills and ability to manage sensitive information and documents with confidentiality.
* Established business writing skills to create written communication.
* Mastery with detail with the ability to manage multiple diverse tasks and clients simultaneously and to make recommendations based on verifiable facts.
* Ability to work with minimal supervision, in a team environment, and to meet critical deadlines.
*QUALIFICATIONS:* To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodation(s) may be made to enable individuals with disabilities to perform essential duties.
*EXPERIENCE/EDUCATION/LICENSES AND CERTIFICATIONS NECESSARY:* · High School Diploma or equivalent · Any equivalent combination of education and experience that provides the required knowledge, skills, and abilities *WORKING CONDITIONS/PHYSICAL REQUIREMENTS:* CMG’s work environment is that of an independent remote consultative team, and the characteristics described here are representative of those an employee may expect to encounter while performing the essential functions of this job.
This section is not an all-encompassing, but rather what one might come to expect on a regular basis.
With reasonable accommodation, this position requires the manual dexterity to sufficiently operate phones, computers, and other office equipment.
This person must be able to communicate clearly and accurately to convey information using the English language, both verbally and in writing.
The ability to hear and comprehend dialogue spoken at appropriate “dinner-table conversation” levels, and visual acuity capable of drafting, editing, reviewing, and/or comprehending materials drafted in a standard typeface size ten font or above required.
Must be capable of sitting and standing for extended periods of time, as well as be able to intermittently push, pull, or lift 20+lbs.
of force.
Occasional exposure to adverse working conditions, including the performance of work in cramped and/or awkward positions, and exposure to safety hazards, loud noise, traffic, and inclement weather conditions is possible.
Please apply with your resume and qualifications to set up a time to get to know us! The fine print: - Previous experience with General Ledger systems required - Able to work in multiple software platforms - Able to handle multiple projects simultaneously with minimal supervision - Proficient in Microsoft Office Applications - Full Time position, M-F with some flexibility on hours - Our pay range is $23 - $30 per hour.
We offer a monthly $200 contribution to a QSEHRA, Health Insurance, $100 AFLAC insurance, and an IRA with a 3% match, PTO, and holiday pay.
Job Type: Full-time Pay: $23.
00 - $30.
00 per hour Expected hours: 40 per week Benefits: * 401(k) * Flexible schedule * Health insurance * Paid time off Experience level: * 3 years Schedule: * Day shift * Monday to Friday Ability to Relocate: * Missoula, MT 59801: Relocate before starting work (Required) Work Location: Hybrid remote in Missoula, MT 59801

• Phone : NA

• Location : 269 West Front Street, Missoula, MT

• Post ID: 9127070034


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