Job Description
Are you a meticulous individual with a knack for numbers and a desire to launch a rewarding career in finance? Apex Financial Solutions is seeking a dedicated Entry Level Bookkeeper to join our dynamic team in San Jose, CA. In this pivotal role, you will play a critical part in maintaining the financial health of our clients, ensuring accuracy in every transaction, and growing your expertise in accounting software. We offer a comprehensive training program for career starters and a collaborative environment where your contributions matter.
Why Join Apex Financial Solutions?
- Career Growth: Clear pathways from entry-level bookkeeping to senior accounting roles.
- Training: Paid training on industry-standard software (Xero, QuickBooks, Sage).
- Modern Environment: Work with cutting-edge tools and a supportive leadership team.
Don't miss this opportunity to build a stable, high-demand career in the heart of Silicon Valley.
Responsibilities
- Manage Accounts: Process daily financial transactions, including accounts payable and accounts receivable, with a focus on accuracy and speed.
- Bank Reconciliation: Reconcile bank statements and credit card accounts monthly to ensure data integrity.
- Invoicing & Billing: Generate and send invoices to clients and manage payment collections efficiently.
- Data Entry: Maintain accurate and up-to-date financial records in our cloud-based accounting systems.
- Expense Reporting: Assist in categorizing and recording business expenses according to company policies.
- Support & Reporting: Prepare basic financial reports and assist the senior accounting team with month-end close procedures.
Qualifications
- Education: High school diploma or equivalent required; Associate’s degree in Accounting or Finance is a plus.
- Experience: 0-2 years of experience in an administrative or finance role is preferred, but we welcome motivated candidates with no direct experience.
- Skills: Basic proficiency in Microsoft Excel (VLOOKUP, Pivot Tables) is required.
- Software: Familiarity with cloud-based accounting software (Xero, QuickBooks, or FreshBooks) is a strong advantage.
- Soft Skills: Exceptional attention to detail, strong organizational skills, and the ability to meet deadlines under pressure.
- Communication: Excellent written and verbal communication skills to interact with clients and team members.