Our small business is seeking a detail-oriented and organized Accounting and Operations Assistant to aid in record clean up and provide ongoing support of our finance and operations management.
This role will focus on cleaning up past and current financial records, and maintaining accurate financial records, managing day-to-day accounting tasks, and assisting with operational responsibilities to ensure smooth business functions.
Key Responsibilities:
Bookkeeping & Financial Management
- Track and process accounts payable and receivable in the accounting system
- Enter credit card transactions
- Assist with month-end and year-end closing activities, including Sales Tax returns
- Track expenses and categorize them in the accounting system
- Prepare financial reports, including balance sheets, income statements, and cash flow statements
- Maintain accurate and up-to-date records in accounting software (e.g., QuickBooks, Excel)
Operational Support
- Assist in maintaining office supplies and coordinating with vendors
- Contribute to process improvement initiatives for efficient operational workflows
- Coordinate with other departments to gather and organize necessary documentation / inventory
Administrative Duties
- Maintain organized filing systems, both digital and physical
- Handle correspondence related to invoices and payments as needed
- Assist in scheduling meetings, preparing documents, and other administrative tasks as needed
- Provide support in ad-hoc projects as assigned by the finance or operations manager
Qualifications:
- 3+ years of experience in bookkeeping, accounting, or a related role
- Proficiency in accounting software (QuickBooks, Sage, or similar) and MS Office (Excel, Word)
- Strong attention to detail and accuracy in data entry and financial analysis
- Excellent organizational and multitasking abilities
- Ability to work independently as well as in a team
Benefits:
- QSEHRA health care reimbursement (after 90 days)
- SIMPLE IRA retirement program contribution (immediate)
- Paid PTO available after 1 year
- Flexible Work Hours to accommodate personal commitments
We are a casual office and will be working in an unfinished space, with the potential to move to main operations in the future. Currently, this will NOT be a remote position.