Senior Bookkeeper / Accountant
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Job Description
Senior Bookkeeper or Accountant managing financial operations at SnappyCX. Overseeing accounting tasks, cash flow management, and strategic financial decision-making in a remote role.
Responsibilities:
- Prepare accurate monthly, quarterly, and annual financial statements
- Maintain and reconcile the general ledger
- Finalize trial balances efficiently and accurately
- Reconcile all bank, credit card, and loan accounts with written variance explanations
- Ensure accurate revenue recognition for recurring contracts and service agreements
- Maintain program audit
- Import bank transactions using .QBO and .CSV formatting
- Maintain and optimize chart of accounts
- Manage customer and vendor accounts
- Implement automation where possible to improve financial workflows
- Maintain clean and structured financial reporting systems
- Process payroll accurately and on time
- Manage cash flow forecasting
- Monitor AR and AP cycles
- Identify financial bottlenecks before they become problems
- Provide weekly or bi-weekly financial health updates to leadership
- Develop annual operating budgets
- Perform revenue projections for recurring service contracts
- Support tax planning strategies in coordination with CPA
- Conduct break-even and contribution margin analysis by service line
- Build financial dashboards using Excel
- Create charts and visual financial reports for leadership
- Track KPIs such as: Revenue per client, Gross margin per service line, Client acquisition cost (if data available), Operating expense ratios, Net profit trends
- Perform variance analysis between budget and actual performance
- Establish internal financial controls
- Document accounting SOPs
- Coordinate with external CPA and tax advisors
- Follow all GAAP guidelines
Requirements:
- Minimum 5+ years of continuous accounting experience
- Senior Bookkeeping or accounting for business
- Strong business accounting experience
- Advanced QuickBooks proficiency
- Advanced Excel skills (pivot tables, modeling, financial dashboards)
- Experience reconciling accounts and writing financial explanations using proper grammar
- Payroll processing experience
- Experience preparing trial balances and financial statements independently
- Experience with budgeting, and financial planning
- Bachelor’s degree in Accounting or Finance (preferred)
- Experience in service-based businesses (preferred)
- Experience working with international contractors (preferred)
- Experience contributing to financial sections for RFP/RFI/RFQ is desirable (preferred)
Benefits:
- Flexible work arrangements
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