Job Description
We are seeking a dedicated Junior Bookkeeper to join our growing finance team in Milwaukee. This entry-level position is perfect for individuals looking to launch a career in accounting and finance. At Summit Financial Group, we believe in nurturing talent and providing comprehensive training for our employees.
As a Junior Bookkeeper, you will play a crucial role in maintaining our financial health by ensuring accurate record-keeping and assisting with month-end close processes. You will work in a collaborative environment where your growth is our priority.
Responsibilities
- Process daily accounts payable and accounts receivable transactions.
- Reconcile bank statements and credit card accounts to ensure accuracy.
- Perform data entry into QuickBooks Online and Excel spreadsheets.
- Assist senior accountants with month-end financial reporting.
- Organize and maintain digital and physical financial records.
- Prepare basic financial statements and balance sheets.
Qualifications
- High School Diploma or GED required; Associate’s degree in Accounting or Finance is a plus.
- Proficiency in Microsoft Office Suite, especially Excel.
- Basic understanding of accounting principles (AP, AR, General Ledger).
- Strong attention to detail and organizational skills.
- Excellent verbal and written communication abilities.
- Willingness to learn new accounting software.