Job Overview
Our client is looking for a dedicated and insightful financial professional to manage day-to-day bookkeeping while ensuring accuracy and financial clarity across accounts. In this role, you will act as a financial partner to clients, supporting decision-making beyond basic reporting and helping to optimize financial workflows.
Schedule
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Monday - Friday, 8:00 AM - 4:30 PM EST, with 1 hour unpaid break (40 work hours per week)
Responsibilities
- Manage day-to-day bookkeeping while ensuring accuracy and financial clarity across accounts
- Lead month-end close and reconciliations, identifying trends and key variances
- Monitor and manage cash flow, providing recommendations to improve profitability
- Support implementation and ongoing management of Profit First allocations and cash flow systems
- Prepare and present financial reports with clear, actionable insights for clients
- Act as a financial partner to clients, supporting decision-making beyond basic reporting
- Work within QuickBooks and optimize financial workflows
- Collaborate directly with clients during check-ins or advisory calls to review performance and next steps
Requirements
- 5+ years of finance-related experience (accounting, finance, or advisory background)
- Familiarity with financial concepts such as cash flow, budgeting, and allocations
- Professional English communication skills for client-facing interactions
- Ability to follow structured processes, scripts, and frameworks
- Willingness to learn and apply Profit First methodology and internal systems
Independent Contractor Perks
- Health Insurance Coverage for eligible locations
- Permanent work from home
- Immediate hiring
Note
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Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.