Job Description
Join our dynamic finance team at Oakland Financial Partners as we expand our operations! We're seeking a meticulous Senior Bookkeeper to manage critical financial operations for our growing portfolio of Bay Area clients. This immediate hire opportunity offers competitive compensation, comprehensive benefits, and a collaborative environment where your expertise will directly impact business success. If you're passionate about financial accuracy and thrive in fast-paced settings, apply today to become an integral part of our mission to deliver exceptional financial solutions.
Responsibilities
- Manage full-cycle bookkeeping for 15-20 diverse client portfolios using QuickBooks Online
- Prepare and analyze monthly financial statements (P&L, Balance Sheet, Cash Flow)
- Oversee accounts payable/receivable processes and bank reconciliations
- Coordinate with CPAs during quarterly and annual tax preparation
- Implement financial controls and process improvements
- Generate custom financial reports for client decision-making
- Maintain organized digital filing systems in compliance with GAAP
Qualifications
- 5+ years of hands-on bookkeeping experience with QuickBooks Online
- Associate's degree in Accounting or Finance (Bachelor's preferred)
- Advanced proficiency in Excel and financial software
- Proven track record with multi-client portfolio management
- CPA or Enrolled Agent certification a significant plus
- Exceptional attention to detail and error detection skills
- Strong communication abilities for client interactions
- Experience with sales tax reporting and payroll processing