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Account Advisor

Company: Career Transformations Denver
Location: Littleton
Posted on: May 12, 2022

Job Description:

Account AdvisorWe are searching for a mission-minded professional with a passion to help pastor clients with their bookkeeping and payroll business needs virtually. You must have a natural ability to cultivate a partner relationship with clients and help them unlock the story their numbers are telling. As a team, we do this through connecting bookkeeping to strategy, giving our clients an actionable path to thrive in. What You Should Bring:Bachelor s degree in Accounting, Finance, Business, or related field experience Experience with cloud-based accounting systems and processes QBO Certification Ability to audit/inspect financial statements for accuracy Ability to tailor the systems to meet the client s needs with a solution mindset Excellent computer skills and knowledge with Google Suites or MS Office Suites Excellent presentation, verbal, written and interpersonal skills A willingness to maintain the highest confidentiality of Stakeholder and Church/donor information Ability to work independently as well as collaborate with a virtual team Resiliency/persistency, and a commitment to achieving goals. A proactive and motivated work ethic Ability to communicate, collaborate, and be empathetic while listening wellMust be forward-thinking and have high ethical standards and an appropriate professional image with a growth-mindset Excellent organization and planning, analytical, communications, and decision- making skills Ability to prioritize workload, meet deadlines and manage many clients simultaneously Your Contributions:Schedule recurring bi-monthly bookkeeping procedures in accounting systems (QBO) QBO updated Bi-weekly for client reports Substantial knowledge and experience working with balance sheet account (liability, equity, A/R, assets) Seamless integration and utilization with Expensify (Receipt coding/management) Seamless integration and utilization with (Accounts Payable) Seamless integration and utilization with Gusto (Payroll) Monthly statement reconciliations Tracking data for W9 retrieval and 1099 reporting at year end Integral communication with the client (missing information, needs, financial vision) Ability to manage multiple nuances between many tech platforms Strong balance of contextual research for future coding and efficient workflow Strong knowledge base of all products and ability to upsell services when needed Aligned as a partner with client s internal team Known for polished, professional image via email, phone and Zoom conferencing Ability to manage wide range of anywhere from 5 to 30 clients monthly (This is ultimately dependent upon client revenue size and FT/PT employee status.)ANNUAL SALARY RANGE: $45k - $55k This is a direct-hire position starting immediately. If you are qualified and interested in this position, please send your resume directly to Tonia Martinez at Career Transformations via email. . Thank you! NOTE: This job profile is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job and it s not a job description.

Keywords: Career Transformations Denver, Littleton , Account Advisor, Accounting, Auditing , Littleton, Colorado

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