Job Description
Are you a detail-oriented professional with a passion for numbers? Apex Financial Solutions is seeking a skilled Bookkeeper to join our dynamic team in Charlotte, NC. We pride ourselves on modernizing financial processes and fostering a culture of transparency and growth. In this pivotal role, you will be the guardian of our financial integrity, ensuring accuracy in every transaction while helping clients achieve their financial goals.
Why Join Us?
- Competitive salary and comprehensive benefits package.
- Opportunity for professional growth and certification support.
- Modern, collaborative work environment in the heart of Uptown Charlotte.
- Flexible schedule options to support work-life balance.
We are looking for a proactive individual who thrives in a fast-paced setting and brings a high level of accuracy to financial reporting.
Responsibilities
- Manage Daily Transactions: Oversee and process accounts payable and accounts receivable, ensuring all invoices are recorded accurately and payments are made on time.
- Reconciliation: Perform monthly bank and credit card reconciliations to maintain accurate financial records and identify discrepancies.
- General Ledger Management: Maintain the general ledger by recording financial transactions and ensuring all entries are up to date and categorized correctly.
- Financial Reporting: Prepare and generate monthly financial statements, including balance sheets and profit & loss statements, for management review.
- Payroll Support: Assist in the processing of payroll data, ensuring compliance with tax regulations and company policies.
- Compliance & Auditing: Ensure all financial activities comply with federal, state, and local regulations and assist in year-end audits.
Qualifications
- Education: High school diploma or equivalent; Associate’s degree in Accounting, Finance, or a related field is preferred.
- Experience: 2-4 years of professional bookkeeping experience is required. Experience with QuickBooks or Xero is essential.
- Technical Skills: Proficiency in Microsoft Excel (VLOOKUP, pivot tables) and accounting software.
- Attention to Detail: Strong ability to spot errors and maintain data integrity under tight deadlines.
- Communication: Excellent verbal and written communication skills with the ability to explain complex financial data clearly.
- Integrity: High level of ethical standards and discretion when handling sensitive financial information.