This position is critical in managing administrative functions, overseeing client accounts, and handling key financial operations, including payment processing for clients and candidates.
The ideal fit for this role would demonstrate mastery in bookkeeping, adeptness in financial tools like Quickbooks (QBO) and Stripe, superior Excel capabilities, and an intrinsic ability to provide standout support to clients and candidates. Familiarity with any CRM system is a commendable advantage.
This fully remote role operates from 9 AM - 5 PM EST.
Key Responsibilities:
- Bookkeeping and Financial Oversight:
- Ensure the precision of financial records and the prompt processing of payments and invoices.
- Align accounts and bank statements to monitor expenditure and revenue streams.
- Aid in crafting financial documents such as reports, budgets, and projections.
- Collaborate with financial platforms like Stripe and Deel to streamline transaction and payment processes.
- Client and Candidate Financial Relations:
- Act as the central contact point for financial matters concerning clients and candidates, handling inquiries excellently, especially on contract and payment topics.
- Safeguard the accuracy and confidentiality of client and candidate databases and records.
- Facilitate the integration process for new clients and offer assistance in account initialization.
- Engage collaboratively with the sales and customer service teams to solidify client rapport.
- Ensure the punctuality and correctness of candidate payment procedures.
- Data Compilation and Insights:
- Harness advanced Excel and Google Sheets capabilities to gather, scrutinize, and display data, informing the strategic decisions for the organization's welfare.
- Produce detailed reports for the management and other key stakeholders.
- Familiarize and innovate with tools like Zapier to optimize operational flows.
- Exceptional command over the English language, both spoken and written.
- Demonstrable expertise in bookkeeping and financial operations.
- Acquaintance with payment gateways and practical experience in Stripe are notable advantages.
- Skilled in using QBO.
- Advanced proficiency in Microsoft Excel, especially in constructing intricate spreadsheets, applying formulas, and evaluating data.
- Outstanding organizational capabilities, multitasking proficiency, and a keen eye for detail.
- A client-centric approach underscored by exemplary communication and relational skills.
- Experience with tools like HubSpot or similar CRM platforms is a beneficial asset.
- Innate problem-solving abilities and the capacity to work autonomously and as part of a cohesive team.
- Unwavering professionalism, integrity, and discretion, especially when dealing with sensitive financial information.
- All Resumes should be submitted in English or will not be considered
- After submitting this application, you should expect an email to continue with the application process.
- All applications without a video submission will not be considered.
