Job Description
Join our dynamic finance team at Pacific Coast Financial Partners, where we empower local businesses with exceptional bookkeeping solutions. We're seeking a meticulous Senior Bookkeeper to manage financial operations for our growing portfolio of San Diego-based clients. This hybrid role combines in-office collaboration with remote flexibility, offering competitive benefits and career advancement opportunities.
Our ideal candidate thrives in a fast-paced environment, bringing precision to financial data while serving as a trusted advisor to small and medium-sized enterprises. You'll work with cutting-edge accounting software and collaborate directly with CFOs to drive financial excellence.
Responsibilities
- Manage full-cycle bookkeeping for 15-20 clients using QuickBooks Online and Xero
- Prepare monthly financial statements (P&L, Balance Sheet, Cash Flow) with analytical commentary
- Oversee accounts payable/receivable processes and bank reconciliations
- Coordinate with tax preparers and maintain compliance documentation
- Implement process improvements to enhance financial reporting efficiency
- Train junior bookkeepers on best practices and software proficiency
- Present financial insights to clients during quarterly business reviews
Qualifications
- 5+ years of hands-on bookkeeping experience with QuickBooks/Xero
- Bachelor's degree in Accounting or Finance (CPA preferred)
- Advanced proficiency in Excel (VLOOKUP, PivotTables, Macros)
- Proven track record of managing multi-client portfolios
- Strong understanding of GAAP and California tax regulations
- Excellent communication skills with ability to explain financial concepts
- Professional certification (e.g., CB, AIPB) or equivalent experience