Job Summary:
We are seeking a highly organized and detail-oriented professional to join our team as a Bookkeeper & Executive Assistant. In this dual-role position, you will be responsible for maintaining accurate financial records and performing key bookkeeping tasks, with a focus on proficiency in QuickBooks. Additionally, you will serve as an Executive Assistant, supporting senior leadership with administrative and operational needs. This is a dynamic role ideal for someone who thrives in a fast-paced environment and enjoys balancing financial and administrative responsibilities.
Key Responsibilities:
Bookkeeping Duties (Primary Role)
- Maintain accurate financial records and ensure compliance with all relevant regulations.
- Manage accounts payable and receivable, including invoice processing and payments.
- Reconcile bank and credit card statements on a monthly basis.
- Prepare financial reports, including profit and loss statements, balance sheets, and cash flow statements.
- Handle payroll processing and related tax filings.
- Manage and update QuickBooks to ensure data accuracy and integrity.
- Assist with budget preparation and financial forecasting.
- Coordinate with external accountants during tax preparation or audits.
Executive Assistant Duties (Secondary Role)
- Manage and prioritize the executive’s calendar, including scheduling meetings, appointments, and travel arrangements.
- Deploy trainings with reps to ensure competency
- Manage time off requests from reps and ensure they are properly logged
- Check in with reps on a regular basis to ensure their well being
- Prepare meeting agendas, presentations, and correspondence as needed.
- Serve as a point of contact between executives, team members, and external stakeholders.
- Conduct research and compile data to support decision-making processes.
- Oversee and manage office operations, including ordering supplies and coordinating vendor services.
- Handle confidential information with discretion and professionalism.
- Assist with special projects and tasks as assigned by leadership.
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Qualifications:
- Proven experience as a Bookkeeper with strong proficiency in QuickBooks (certification preferred).
- Solid understanding of accounting principles and financial reporting.
- Previous experience as an Executive Assistant or in a similar administrative role.
- Excellent organizational and multitasking skills.
- Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
- Ability to handle sensitive information with confidentiality.
- Exceptional communication skills, both written and verbal.
- Ability to work independently and collaboratively in a team environment.
- Detail-oriented with a commitment to accuracy and efficiency.
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Preferred Qualifications:
- Experience in bookkeeping.
- Knowledge of Quickbooks and Deel
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.