Description

The role provides comprehensive financial operations support, encompassing invoicing, accounts receivable, accounts payable, reconciliations, journal entries, month‑end close, expense management, and system coordination.

Key duties include preparing client invoices, tracking payments, validating timesheets, processing vendor invoices and reimbursements, reconciling credit‑card charges, recording daily transactions, and assisting with bank deposits and receipts.

The position also supports journal entry creation, monthly reconciliation of bank and balance‑sheet accounts, internal reporting for budgets and spending, and maintaining audit‑ready documentation.

• Prepare and deliver client invoices promptly.
• Track incoming payments and follow up on overdue balances.
• Validate timesheet data for accurate billing.
• Process vendor invoices and employee reimbursements.
• Reconcile credit‑card charges and ensure proper coding.
• Record daily financial transactions and assist with bank deposits.
• Enter journal entries and support monthly bank and balance‑sheet reconciliations.
• Assist with month‑end close activities, including accruals and internal reporting.
• Review employee expense reports for policy compliance.
• Monitor timesheet submissions for project tracking.
• Maintain and update financial policies, templates, and documentation.
• Identify and implement workflow efficiencies and process improvements.
• Enter data into accounting software and support license/user access reviews.
• Flag system or process issues related to financial workflows.
• Provided computing hardware and software.

Requirements

Required competencies include strong attention to detail, effective time management, clear communication, problem‑solving, technical proficiency with financial software and Excel, adaptability, ethical conduct, collaboration, and strategic thinking.

Candidates should hold a bachelor’s degree in Accounting, Finance, Business Administration, or a related field, possess 0–2 years of relevant experience, and demonstrate basic accounting knowledge, organization, and multitasking abilities. Nice‑to‑have experience includes work in a small business or professional‑services setting, exposure to month‑end close or audit preparation, and familiarity with time‑based billing or project accounting.

• Bachelor’s degree in Accounting, Finance, Business Administration, or related field.
• 0–2 years of accounting, finance, or bookkeeping experience.
• Basic understanding of accounting principles and financial software.
• Strong organizational and multitasking abilities.
• Proficiency in Excel and other financial tools.
• High attention to detail and ethical conduct.
• Effective communication and collaborative skills.
• Experience in a small business or professional‑services environment (under 50 employees).
• Exposure to month‑end close processes or audit preparation.
• Familiarity with time‑based billing or project accounting.
• Experience supporting budgets or internal financial reporting.

Benefits

Benefits begin on the first day and include health, vision, and dental insurance, short‑term disability, life insurance, a 401(k) plan with immediate vesting match, provided computing hardware and software, free parking, and complimentary drinks and snacks.

• Health, vision, and dental insurance.
• Short‑term disability and life insurance.
• 401(k) plan with immediate vesting match.
• Free parking, complimentary drinks and snacks.

Training + Development

Interview process

Visa Sponsorship

Security clearance