Job Description
Join our dynamic finance team at San Diego Financial Partners and become the backbone of our clients' financial success. We're seeking a meticulous Senior Bookkeeper to manage critical accounting operations for diverse portfolios. This is a hybrid role offering flexibility with 3 days in-office and 2 remote days weekly. Ideal candidates thrive in fast-paced environments and possess deep expertise in QuickBooks and Xero. Enjoy competitive benefits including health insurance, retirement plans, and professional development stipends. Start immediately and make an immediate impact on our growing client base.
Responsibilities
- Manage full-cycle bookkeeping for 15-20 small to medium business clients
- Prepare and analyze monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Reconcile bank accounts, credit cards, and payroll accounts monthly
- Oversee accounts payable/receivable processes and collections
- Generate customized financial reports for client decision-making
- Implement and maintain robust internal controls
- Collaborate with tax preparers for year-end documentation
Qualifications
- 5+ years of professional bookkeeping experience
- Advanced proficiency in QuickBooks Online and Xero
- Bachelor's degree in Accounting or Finance (or equivalent experience)
- Certified Bookkeeper (CB) or QuickBooks ProAdvisor designation preferred
- Expert knowledge of GAAP principles and payroll processing
- Exceptional attention to detail with zero-error tolerance
- Proven ability to manage multiple deadlines simultaneously
- Strong communication skills for client consultations