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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in bookkeeping and financial data management, with a strong focus on general ledger accuracy and bank reconciliation processes. Capable of training and mentoring staff while managing multiple priorities in a dynamic environment.
Highest-signal resume keywords
Bookkeeping ExperienceGeneral Ledger KnowledgeBank Reconciliation ProficiencyMicrosoft Suite ProficiencyAttention To Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BookkeepingGeneral LedgerBank ReconciliationDouble-Entry Bookkeeping
Soft Skills
Organizational SkillsCritical ThinkingAdaptability
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft Teams
Industry Keywords
Financial Data IntegrityClient EngagementsTeam Development1099 Preparation
About the role
Key responsibilities & impact- Monitor cash activity, including client deposits and sales, to ensure accuracy and integrity of financial data
- Review and validate general ledger entries and account coding for accuracy and consistency
- Prepare and submit month-end bank reconciliations for client accounts
- Train and onboard new staff members to support team effectiveness and consistency
- Support the 1099 preparation process for clients
- Provide backup coverage across team functions as needed
- Assist with special projects as assigned
- Contribute to team development by training and mentoring new staff members
- Work with diverse client engagements impacting client financial operations
Requirements
What you’ll need- 2–3 years of bookkeeping experience
- Working knowledge of general ledger and bank reconciliation processes
- Proficiency with Microsoft Suite (Excel, Word, PowerPoint, Teams)
- Strong attention to detail and organizational skills
- Ability to manage multiple priorities simultaneously and adapt to shifting demands
- Strong critical thinking skills with an aptitude for learning and navigating new software platforms
- Preferred: Experience with double-entry bookkeeping
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
- Competitive compensation
- Professional growth and advancement opportunities
- Continuous learning opportunities