• Assists in preparation of financial and budget reports, forecasts and annual reports • Collects data and reporting according to established organizational accounting procedures • Compiles financial, operating and special reports/studies as directed • Prepares/presents analyses of ongoing and proposed projects/studies including costing and financial projection models • Assists in development of short/long term strategic financial operational plans • Verifies department accounting record entries, journals and postings • Explains organizational policies/procedures to department accounting/finance staffs • Acts as backup for department accounting/purchasing functions

• Support with day-to-day operational accounting tasks • Preparation and sorting of invoices, receipts and payments • Maintenance and structuring of our digital accounting processes • Support in automating recurring tasks • Collaboration with our team and external contacts • Proactively suggest ways to make processes simpler, faster and cleaner • Documentation of processes so knowledge isn’t just kept “in someone’s head”

• Accurately categorize transactions, reconcile accounts, and maintain clean ledgers • Identify and resolve discrepancies with care and attention to detail • Conduct monthly financial reviews to ensure every client’s books are accurate and up to date • Serve as the main point of contact for your clients — small business owners who rely on your guidance • Provide empathetic, professional, and clear communication across chat, email, and phone • Build strong relationships by explaining financial information in a way clients can easily understand • Take initiative to identify and resolve client concerns proactively • Own the client experience from start to finish, ensuring satisfaction and trust • Collaborate with internal teams using tools like Bench App, Salesforce, and Slack

• Accurately categorize transactions, reconcile accounts, and maintain clean ledgers • Identify and resolve discrepancies with care and attention to detail • Conduct monthly financial reviews to ensure every client’s books are accurate and up to date • Serve as the main point of contact for clients — small business owners who rely on guidance • Provide empathetic, professional, and clear communication across chat, email, and phone • Build strong relationships by explaining financial information in a way clients can easily understand • Take initiative to identify and resolve client concerns proactively • Own the client experience from start to finish, ensuring satisfaction and trust • Collaborate with internal teams using tools like Bench App, Salesforce, and Slack