Job Description
Are you a meticulous financial professional looking for a role that offers both professional growth and work-life balance? Apex Financial Solutions is currently seeking a skilled Bookkeeper to join our San Diego team. We pride ourselves on offering a flexible work schedule that empowers our employees to manage their time effectively while delivering exceptional results.
In this pivotal role, you will be the backbone of our financial operations, ensuring accuracy, compliance, and clarity in our financial reporting. We value autonomy and trust our team members to take ownership of their daily tasks in a supportive, modern environment.
Responsibilities
- Manage Financial Records: Oversee daily bookkeeping tasks, including accounts payable and accounts receivable to ensure timely and accurate processing.
- Reconciliation: Perform monthly bank reconciliations and credit card statement reviews to identify and resolve discrepancies.
- Financial Reporting: Prepare and maintain financial statements, such as balance sheets and profit & loss reports, for internal review.
- Payroll Support: Assist with payroll processing, ensuring all employee hours and deductions are calculated correctly.
- Tax Preparation: Gather necessary documentation and assist in the preparation of quarterly and annual tax filings.
- Expense Management: Track and categorize business expenses, ensuring compliance with company policies.
Qualifications
- Education: High school diploma or GED required; Associate degree in Accounting, Finance, or a related field is highly preferred.
- Experience: Proven experience (2+ years) as a Bookkeeper or in a similar accounting role.
- Software Proficiency: Must be proficient in QuickBooks or Xero and advanced Excel skills (pivot tables, VLOOKUP).
- Attention to Detail: Strong ability to maintain high levels of accuracy with large amounts of data.
- Communication: Excellent verbal and written communication skills for client interactions.
- Flexibility: Ability to adapt to changing priorities and work within a flexible hour structure.