Job Description
Are you a detail-oriented professional seeking a stable and rewarding career in finance? Summit Financial Partners is actively looking for a Full-Time Bookkeeper to join our dynamic team in Mesa, Arizona. We are a growing firm dedicated to providing exceptional financial services to our clients.
In this key role, you will be the backbone of our financial operations, ensuring accuracy in ledgers, managing cash flow, and delivering clear financial insights. If you possess a strong grasp of accounting principles and a desire to excel in a collaborative environment, we invite you to apply.
Responsibilities
- Accounts Payable & Receivable: Efficiently process and verify invoices, manage vendor accounts, and ensure timely payments while tracking all incoming customer payments.
- Bank Reconciliation: Perform accurate monthly reconciliations of bank statements and credit card accounts to identify and resolve discrepancies.
- Financial Reporting: Prepare and maintain general ledger accounts, monthly profit and loss statements, and balance sheets.
- Payroll Support: Assist in processing payroll, calculating tax withholdings, and ensuring compliance with payroll regulations.
- Bookkeeping Software: Maintain and update financial records using QuickBooks Online and Xero to ensure data integrity.
- Compliance & Auditing: Assist in year-end audits and ensure all financial records comply with GAAP and state regulations.
- Expense Management: Categorize and track business expenses, maintaining organized receipts and documentation.
Qualifications
- Education: Associate’s Degree in Accounting, Finance, or Business; Professional Bookkeeping Certification (e.g., NACPB, AIPB) preferred.
- Experience: 2-3 years of professional bookkeeping or accounting experience.
- Technical Skills: Proficiency in QuickBooks (Advanced), Excel (VLOOKUP, Pivot Tables), and Outlook.
- Attention to Detail: A keen eye for detail with the ability to spot errors in large datasets.
- Communication: Strong verbal and written communication skills with the ability to interact with clients and team members.
- Organization: Excellent time management skills and the ability to prioritize multiple tasks in a fast-paced environment.