Job Description
Are you a detail-oriented finance professional looking for a role that values your time and expertise? Apex Financial Solutions is seeking a highly skilled Bookkeeper to join our dynamic team in the heart of San Jose, CA. We pride ourselves on delivering top-tier financial services, and our employees enjoy the unique benefit of Weekly Pay to ensure financial stability and peace of mind.
In this role, you will play a pivotal part in maintaining the fiscal health of our clients. We are looking for someone who is not just numbers-oriented but also possesses the communication skills to interact with diverse stakeholders. If you are ready to advance your career in a stable, supportive environment, we want to hear from you.
Responsibilities
- Manage Financial Records: Accurately record daily financial transactions, including accounts payable and accounts receivable.
- Reconciliation: Perform monthly bank reconciliations and credit card statements to ensure accuracy.
- Financial Reporting: Prepare and maintain general ledgers, trial balances, and financial statements for internal review.
- Payroll Administration: Assist in processing weekly payroll and ensuring all tax filings are up to date.
- Invoicing: Generate and send invoices to clients, monitor outstanding balances, and follow up on payments.
- Compliance: Ensure all bookkeeping activities comply with relevant laws and regulations.
Qualifications
- Education: Associate degree in Accounting, Finance, or Business Administration required; Bachelor’s degree preferred.
- Experience: Minimum of 2-3 years of professional bookkeeping experience.
- Software Proficiency: Must be proficient in QuickBooks Online, Xero, or Sage Intacct.
- Excel Skills: Advanced knowledge of Microsoft Excel (VLOOKUP, pivot tables, etc.) is mandatory.
- Attention to Detail: Exceptional ability to spot discrepancies and errors in data.
- Communication: Strong verbal and written communication skills with the ability to explain complex financial concepts clearly.