Revenue and Operations Accountant

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We are seeking a meticulous and numbers-savvy Revenue and Operations Accountant to join our team. The ideal candidate will have a strong background in basic accounting and administrative tasks, with a passion for accuracy and efficiency. To be successful in this role, you must have excellent organizational skills, proficiency in financial software, and the ability to manage multiple projects simultaneously.

Responsibilities:

• Set-up new client projects in our financial system and ensure clear understanding of the nuances of each project budget and client specific billing requirements
• Keep detailed and organized notes on client specific budgets and billing
  requirements to demonstrate understanding of the requirements and transparency
• Manage client project time budgets, compare actual hours to budgeted hours and highlight project overages or projects at risk of going over
• Review all bi-monthly entries for accuracy and completeness, look for time entry discrepancies based on notes entered by team members – proactive and friendly follow up with team members on their time entry to ensure time is assigned to appropriate project code
• Convert time entries into client invoices, ensuring all billable hours are captured and properly coded to the right project and all invoices follow the client specific billing requirements
• Monthly review of all posting of bank transactions
• Maintain accurate cash-based transactions by posting weekly journal entries and review monthly cash-based financial statements and present them to the leadership team
• Ensure timely payment of all firm vendors and contractors
• Reconcile project budgets and accounts receivable balances on a bi-monthly basis and proactive and professional (non-aggressive) follow up with clients that have past due balances over 60 days
• Assist in the preparation of annual budgets and forecasts
• Onboard new team members by working with the 3rd party IT vendors and team members to ensure laptop provisioning for new team members
• Perform periodic laptop asset management inventory and coordinate IT
  troubleshooting between 3rd party warranty service and team members
• Implement and maintain efficient back-office processes by maintaining organized files and organization of operating task details (e.g. system login account information, vendor contact information, troubleshooting guides, etc.)
• Proactively manage renewals of all firm contracts (insurance, COIs, SaaS vendor
  agreements, etc.)
• Assist the COO with other operational tasks, as needed
• This role reports directly to the COO and works closely with the Client Service
  Delivery team for direction on client budget setup and timekeeping reviews

Qualifications:

• 1-3yrs of bookkeeping / accounting experience, experience preparing client invoices preferred
• 1+ years of working for a small business, working directly with the owner
• Excellent written and verbal English skills. Spanish speaking is a plus but not
  required
• Extreme attention to detail, strong organizational skills and clear communication with demonstrated understanding (via notes) on tasks assigned
• Ability to work independently and proactively ask clarifying questions, perform
  independent research and can figure things out (i.e. be resourceful and apply critical thinking)
• Must have clear communication both written and verbal and demonstrated
  command of the English language
• Effective time management skills, proactively communicate tasks you are working on by updating your task list, and managing multiple priorities on a day-to-day basis
• Experience working for a professional services firm is a plus
• Ability to work during U.S. business, time zones (9-6PM)