Help in managing financial statements and dashboards
Assist in creating and filing all necessary tax and financial forms for the company
Assist in creating License order forms and Renewals.
Verify receipts, income tax returns, financial statements, ledgers, and other documents pertaining to finances within the organization
Maintain and update the status of accounts receivables and payables
Assist in preparing financial documents for the government, the organization or other governing bodies
Inspect account books and accounting systems to keep up to date.
Organize and maintain financial records.
Enter transactions and reconcile account balances.
Prepare accurate work papers, schedules, and reconciliations for audit purposes.
Send invoices to accounts and follow up on pending invoices.
Responsible to receive and verify bills and requisitions for goods and services
Participate in the monthly close process
Update internal accounting databases and spreadsheets
Perform account analysis and required actions to ensure accuracy of the general ledger
Prepare and assist in review of monthly balance sheet and income statement trend and variance analysis
Work directly with the owners & CPA providing weekly/monthly financial reporting and year end tax preparation.
Assist in the documentation of new and existing processes
Ensure the accuracy of data and adherence of the ERP system to GAAP Principles
Participate in special projects, as needed
Manage phone calls and correspondence (e-mail, letters, packages etc.)
Track stocks of office supplies and place orders when necessary
Manage clerical and administrative tasks for the office.
Education:
Bachelor’s degree or higher in an accounting-related field
Experience:
Minimum 1 year experience in accounting, bookkeeping, or financial modeling
Excellent written and verbal communication skills
Strong attention to detail
Strong analytical skills
Time management and organizational skills
Knowledge of relevant tax laws in accordance with the Bureau of Labor Statistics
Experience in SaaS (Software as a Service) accounting such as tracking and reporting Annual Recurring Revenue (ARR), Monthly Recurring Revenue (MRR) and professional services and billing
Preparing and managing annual reports
Payroll accounting experience
QuickBooks software experience strongly preferred
Superior knowledge of Microsoft Excel
Experience in a small company or mid-size company preferred
Detail oriented with strong organizational skills
Experience in Google Sheets, Docs, Slides or MS Excel, Word and Powerpoint