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Associate Staff Accountant – Client Accounting Services
Business Benefits Group (BBG). Record and code daily bank, credit card, payroll, and other journal transactions to the correct general ledger accounts and classes .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in bookkeeping and accounting processes, including transaction coding, account reconciliations, and financial reporting. Proficient in cloud accounting software and Excel, with a strong focus on accuracy and attention to detail.
Highest-signal resume keywords
Bachelor's Degree In Accounting2-5 Years Of Experience In BookkeepingCloud Accounting Software ProficiencyExcel/Google Sheets ProficiencyStrong Attention 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
Transaction CodingAccount ReconciliationFinancial ReportingPayroll ProcessingAccounts Payable ManagementAccounts Receivable ManagementBasic Accounting PrinciplesData OrganizationVariance ResearchJournal Entries
Soft Skills
Clear Communication SkillsCollaborative MindsetAttention To DetailAbility To Manage DeadlinesOpenness To Feedback
Tools & Technologies
QuickBooks OnlineXeroExcelGoogle Sheets
Industry Keywords
BookkeepingAccountingClient Accounting ServicesFinancial StatementsVendor ManagementPayroll WorkflowsSOPs
Tech Stack
Tools & technologiesCloud
About the role
Key responsibilities & impact- Record and code daily bank, credit card, payroll, and other journal transactions to the correct general ledger accounts and classes
- Assist with monthly account reconciliations, including bank, credit card, loan, intercompany, and balance sheet accounts
- Prepare and maintain supporting schedules for key balance sheet accounts
- Support accounts payable processes, including entering vendor bills, verifying coding and approvals, maintaining vendor records, scheduling payments, and monitoring AP aging
- Support accounts receivable processes, including creating and sending invoices, applying customer payments, assisting with collections follow-ups, and monitoring AR aging
- Assist with payroll workflows, including validating pay data, uploading payroll entries, posting payroll journal entries, and reconciling payroll-related accounts
- Maintain organized electronic workpapers and documentation
- Help prepare standardized monthly financial reporting packages for senior staff
- Research and resolve basic variances or data issues under the direction of a Staff Accountant or CAS Manager
- Communicate with internal team members and occasionally clients via email, chat, and video
- Contribute to process improvements and document repeatable steps in firm SOPs
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, or related field (or in progress with relevant experience)
- 2-5 years of experience in bookkeeping, accounting, or a client accounting services environment (internships and part-time roles acceptable)
- Solid understanding of basic accounting principles, including debits/credits and the structure of financial statements
- Experience with cloud accounting software (e.g., QuickBooks Online, Xero, or similar) preferred
- Proficiency with Excel/Google Sheets, including basic formulas and data organization
- Strong attention to detail and accuracy when coding transactions and performing reconciliations
- Ability to manage multiple client deadlines and prioritize tasks in a fast-paced environment
- Comfortable working with checklists, documented procedures, and standardized workflows
- Clear written and verbal communication skills
- Collaborative mindset and openness to feedback, coaching, and learning new systems
- High level of integrity and respect for client confidentiality
- Candidates must be based in Mexico
Benefits
Comp & perks- Website LinkedIn All Job Openings 51 - 200 employees 💼 Consulting 🏥 Healthcare 📦 Logistics Consulting
- Healthcare
- Logistics Business Benefits Group (BBG) is a premier benefits consulting firm providing a wide range of insurance and benefits solutions to organizations of all sizes. They specialize in employee benefits consulting, business insurance, HR technology solutions, retirement planning, and wellness advocacy. BBG offers personalized support through a team of skilled professionals who assist companies in improving employee benefits, managing business insurance, enhancing HR processes, and planning for retirement. Their services extend to international health insurance, self-funding, compliance, and a variety of property and business insurance solutions. BBG is known for their insightful and impactful consulting services, helping businesses grow while maintaining stability and longevity. They strive to offer customized solutions that meet the diverse needs of their clients across various industries.