Job Description
Are you a meticulous and detail-oriented professional looking for an immediate opportunity to make an impact? Oakland Financial Partners is currently seeking a Bookkeeper to join our dynamic team in the vibrant heart of Oakland.
We are a fast-growing firm dedicated to providing top-tier financial services to local businesses. In this role, you will play a crucial part in maintaining our clients' financial health and ensuring compliance with regulatory standards. We pride ourselves on a collaborative culture that values accuracy and innovation.
Responsibilities
- Manage and reconcile bank statements, credit card accounts, and general ledger accounts on a monthly basis.
- Process and track accounts payable and accounts receivable invoices efficiently.
- Prepare and maintain accurate financial reports, including balance sheets and profit and loss statements.
- Assist with payroll processing and quarterly tax filings.
- Ensure all financial data is organized, secure, and backed up properly.
- Communicate with clients regarding billing inquiries and financial status updates.
Qualifications
- Minimum of 2 years of professional bookkeeping or accounting experience.
- Proficiency in accounting software such as QuickBooks, Xero, or Sage.
- Strong working knowledge of GAAP (Generally Accepted Accounting Principles).
- Advanced proficiency in Microsoft Excel (including pivot tables and VLOOKUP).
- Associate degree or Bachelor’s degree in Accounting, Finance, or related field is preferred.
- Exceptional attention to detail and strong organizational skills.