• Record accounting entries in accordance with the chart of accounts and current regulations; • Perform account reconciliations (bank, suppliers, customers, and other balance sheet accounts); • Organize and manage physical and digital accounting documents; • Assist in the preparation of financial statements and management reports; • Support internal and external audit processes; • Support compliance with accounting-related regulatory requirements; • Contribute to the standardization and continuous improvement of departmental processes.

• Bank reconciliations, accounts payable, invoicing • Cash flow management and end of month reporting • Managing employee expenses • Payroll processing using Xero • Managing work cover compliance • General admin and data entry as required.

• Gestión Contable y Fiscal Española: Registrar asientos contables, gestionar la facturación y llevar a cabo las conciliaciones bancarias para clientes con operaciones en España. • Preparar y presentar modelos de impuestos y declaraciones fiscales (IVA, IRPF, Impuesto de Sociedades, etc.) de acuerdo con la normativa vigente española. • Apoyar en la elaboración de estados financieros, cierres mensuales y anuales y otras métricas contables para la empresa española. • Comunicación Externa: Gestionar la comunicación con clientes, proveedores y colaboradores de la empresa española, a través de herramientas digitales. • Apoyar en la gestión de pagos y cobros, archivo de documentación y otras tareas administrativas diarias.

• Lead, coach, and develop a team of Bookkeeping Specialists supporting multiple customers concurrently. • Set clear expectations, priorities, and capacity plans so the team can deliver on deadlines and customer commitments. • Ensure high-quality, accurate bookkeeping across the full accounting cycle for customer portfolios, including reconciliations, payroll support (as applicable), and periodic accounting clean-up. • Monitor and improve team performance against key goals, including quality standards, customer satisfaction, and billable utilization targets. • Establish and continuously improve team workflows, documentation, and controls to support consistent delivery and strong financial governance and gross margin. • Serve as an escalation point for complex customer issues, helping the team troubleshoot, de-escalate, and communicate effectively. • Partner cross-functionally with Support, Success, Product, and Sales to unblock customers, share insights, and improve the end-to-end experience. • Drive onboarding and ongoing enablement for new team members, including training plans, shadowing, and skills assessments. • Contribute to hiring and team growth, including interviewing, calibration, and mentoring emerging leaders. • Collaborate with Finance on monthly bookkeeping services revenue recognition. • Own month and annual bookkeeping services revenue forecast. • Drive post sales bookkeeping sales, include but not limited to attend sales prosepcted identified from website and cross functional partner, propose and execute promotional campaigns. • Own the reporting and continued improvement of bookkeeping team performance KPIs.