Account Advisor
Company: Career Transformations Denver
Location: Littleton
Posted on: May 12, 2022
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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
Bill.com (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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