ProBooks Accounting Specialist

Overview

Maintain client financial records, process transactions, and prepare reports remotely

Key Responsibilities

• transaction recording
• accounts payable
• ledger reconciliation
• financial reporting
• compliance
• client coordination

Tasks

-Record daily financial transactions, including purchases, receipts, sales, and payments -Support Team Lead and Senior Managers during financial reviews -Ensure compliance with accounting standards and company policies -Process accounts payable and receivable, including invoicing and collections -Maintain organized electronic and physical financial records -Communicate with clients to gather financial data and resolve discrepancies -Assist in preparing monthly, quarterly, and annual financial reports -Maintain and reconcile general ledger accounts, bank statements, and credit card transactions -Use accounting software tools (QuickBooks, Excel, SharePoint, etc.) efficiently and accurately

Requirements

• bookkeeping
• accounting degree
• general ledger
• financial reporting
• confidentiality
• leadership

What You Bring

-Experience in accounting or bookkeeping (internship or coursework in accounting a plus) -Associate or bachelor's degree in Accounting, Finance, or related field (or currently pursuing) -Familiarity with bookkeeping practices and general ledger functions -Basic understanding of accounting principles and financial reporting -Ability to maintain confidentiality and handle sensitive information -Strong attention to detail, time management, and communication skills -Caring ownership and leadership with clear communication

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Benefits

-Excellent training and growth opportunities -6 paid holidays -Medical insurance provided with minimal employee contribution (with HRA) -Employee Assistance Program (EAP) -Employer-provided life insurance/AD&D -401(k) with employer 3% matching -3.08 hours of PTO accrued biweekly -Supplemental insurances -Average employee tenure of over 7 years - we're a great place to build a career! -Professional yet fun and supportive work culture -Long-term client relationships

About Bdr - Business Development Resources

-Delivers tailored business coaching, workshops, and virtual classes for HVAC, plumbing, and electrical firms. -Clients range from small contractors to large distributors—typical projects include profit mapping and business planning. -Has been named one of Washington's top workplaces multiple years in a row for culture and retention. -In 2024–25, recognized as 'Best in Consulting' and part of Washington's Top 100 Places to Work.

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