Take ownership of delivering timely and accurate bookkeeping, accounts payable, month-end / quarter-end close, sales tax filing preparation and management reporting responsibilities for a portfolio of Canadian clients utilizing a variety of cloud-based software
Prepare monthly or quarterly financial analysis and reporting, including participation in client discussions via Zoom and/or Microsoft Teams
Respond to all client queries within 1 business day
Prepare year-end financial statements and supporting working papers including proposed adjusting entries.
For a subset of your clients on the CFO Plan, provide additional support as it relates to developing an annual budget, forecasts, supporting during external audits, debt/equity raises and other ad-hoc financial advisory services to help clients achieve their business priorities.
Proactively surface and resolve risks and issues related to timeliness and quality of service to assigned clients
Enhance sustainability and effectiveness of key processes by recording training videos and creating step by step procedures
Participate in improvement initiatives by identifying process and experience pain points, analyzing root causes and implementing sustainable changes
What you must have:
3+ years of full-cycle cloud bookkeeping or accounting using Quickbooks Online or Xero for a portfolio of 10+ clients simultaneously
Chartered Professional Accountant (CPA), Certified Qualified Bookkeeper (CPB) is preferred
Experience completing bank reconciliations, clearing accounts, and completing sales tax filings, payables and invoicing
Prioritizes honesty, integrity and confidentiality to develop high-trust relationships with colleagues and clients
Self-starter who works well autonomously and thrives in a quick-paced setting
Excellent written and verbal communication skills
Strong attention to detail and due dates to produce high quality deliverables
Knowledge in Microsoft Office (Outlook, Excel and Teams in particular) and a passion for technology.
We use cloud-based software including QuickBooks Online, Xero, Dext Prepare, Karbon, WagePoint and Plooto
Demonstrated adaptability to test and quickly learn new concepts and tools
Team members are asked to participate in at least one team meeting each week