Senior Client Accounting Specialist

SUMMARY

As a Senior Client Accounting Specialist, you will speak with prospective and existing clients to manage their experience with Key Figures. Using a combination of excellent communication skills, critical problem-solving ability, and real-world experience managing, designing, and troubleshooting financial management systems you will deliver bookkeeping support for small to medium-sized entities. Individuals who consider themselves data geeks, love solving problems in administrative systems and workflows, who enjoy variety and working with people will find this position both interesting and rewarding.

WHAT YOU’LL DO

Client Relationship Management

• Meet with potential clients to assess their needs, develop proposals, follow-up as needed.
• Onboard clients new to the firm, including designing systems, establishing effective communications and workflows, documenting procedures, providing training to clients when needed, and eventually transitioning clients to permanent Account Managers.

Controller

• Managing full-service bookkeeping clients with complex needs.
• Project-based and ongoing consulting with clients with higher level reporting/analysis needs or Controller engagements.
• Assist with internal management systems on a project-based or ongoing basis, as needed
• Assist or train Account Managers on higher level projects or tasks, as needed

WHAT TO BRING

• Understanding of accrual basis bookkeeping and bookkeeping practices.
• Financial statement analysis and balance sheet review.
• Financial management system design and implementation in the QuickBooks Online ecosystem.
• Strong written and oral communication skills, ability to explain complex accounting concepts to clients, potential clients, and co-workers in an understandable manner.
• High level capacity for critical problem solving around complex issues.
• Ability to research and understand complex topics such as budgeting, cost of goods calculation models, pricing models, cash forecasting, grant management and reporting, cooperative equity and patronage models, and general business development consulting.
• Ability to work independently, manage multiple projects, and take initiative.
• Must exercise confidentiality and discretion

Qualifications:

• Minimum of 4 years’ experience with accrual basis bookkeeping
• Minimum of 2 years’ experience in bookkeeping system design and implementation
• Minimum of 2 years’ experience performing full-service bookkeeping in QuickBooks, QuickBooks Online, and/or Xero
• Advanced knowledge of Microsoft Excel and proficiency with Microsoft Word
• Proficiency with remote workplace technologies preferred

WHAT YOU GET:

Fully remote work from home position with significant flexibility and ability to set your own schedule, though substantial availability during normal business hours is a must. Opportunity to work as part of a supportive team, in a company invested in participatory management, professional growth, and work-life balance.

Compensation:

Depending on experience. Hourly, non-exempt position earning $58,000 - $66,000 annually, to start

Benefits:

• Health, dental and vision coverage
• Paid time off
• 401(k) with matching
• Long- and short-term disability insurance
• Voluntary benefits package
• Ownership and profit-sharing opportunity

ABOUT KEY FIGURES:

Key Figures is a worker-owned and operated cooperative staffed by a team of fourteen skilled professionals. Together, we strive to provide high-quality services for our clients, and sustainable, rewarding, long-term careers for our staff. With staff in Texas, Arizona and Ohio, Key Figures works remotely with small and medium sized businesses and non-profits across the United States, providing bookkeeping, tax preparation, and financial management expertise. Key Figures provides a unique opportunity to establish a fulfilling career, to be part of shaping and growing a company, and to become an owner in that company if you would like to. Folks with an independent spirit who love being part of a team will be a great fit.

TO APPLY:

Submit resume, cover letter, and at least three professional references (including 2 direct supervisors).

National background checks will be conducted on new hires.

Job Type: Full-time

Pay: $32.00 - $35.00 per hour

Expected hours: 33 – 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Experience:

• Accrual accounting: 4 years (Required)
• Bookkeeping System Design & Implementation: 2 years (Required)
• QuickBooks, Quickbooks Online, and/or Xero: 2 years (Required)

Work Location: Remote