Responsibilities

Accounting

- Perform basic accounting functions, including AP, AR, bank reconciliations, and credit card reconciliations.
- Review and categorize transactions and assist with monthly close.
- Maintain accurate accounting records and supporting documentation.

Technology and AI

- Manage and maintain accounting and business technology platforms.
- Help implement and maintain software integrations, workflows, and automations.
- Use AI tools to improve accounting and administrative processes.
- Test and review AI-generated and automated outputs for accuracy.
- Research and evaluate new technology and AI tools that improve our processes.

Workflow and Administration

- Develop and document accounting and operational workflows and SOPs.
- Identify repetitive processes that can be streamlined or automated.
- Gather and organize contracts, vendor information, subscriptions, and other important business documents.
- Maintain organized records of systems, applications, users, and access information.
- Help coordinate user access and maintain credentials through approved security tool

Qualifications

- 1 to 3 years of administrative work with exposure to bookkeeping and accounting.
- Practical understanding of basic accounting and bookkeeping.
- Experience with QuickBooks Online or similar accounting software
- Hands-on experience using multiple technology or business platforms.
- Experience using AI tools such as ChatGPT,



Claude, Gemini, or similar applications
- Strong Excel and Google Sheets skills, including formulas, PivotTables, and data organization.
- Strong organizational and problem-solving skills.
- Excellent attention to detail.
- Comfortable learning new technology and figuring out how systems work.
- Ability to develop and follow organized workflows and processes.
- Comfortable working independently and communicating clearly with the team.
- Comfortable presenting and leading client meetings.

CPA certification and an accounting degree are not required. We value practical experience, technology skills, and the ability to learn.

Ideal Candidate

The ideal candidate understands accounting but is equally comfortable with technology. You enjoy learning new platforms, experimenting with AI, organizing information, and finding ways to make repetitive work faster and more efficient. This is a great opportunity for someone who wants to build a career at the intersection of accounting, technology, and AI.

Pay: $25.00-$30.00 per hour

Advantages:

- Work from home

Application question(s):

- Do you use AI tools in your work? If so, tell us which ones and how you use them. Has it helped or hurt your efficiency? Explain why.
- Which accounting and finance software have you used, and what did you do in each one?

Work Location: Remote

📌 Accounting Administrator (Technology & AI) (Canada)
🏢 GoalTegic
📍 Canada