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Delegate CX

Senior Bookkeeper

Delegate CX

. Own day-to-day financial operations for a U.S.-based promotional products company .

Posted 10/15/2026full-timeRemote • PhilippinesSenior💰 ₱50,000 - ₱55,000 per monthWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial operations, including bookkeeping, cash-flow reporting, and vendor management, while ensuring accuracy and compliance with accounting principles. Proficient in QuickBooks and payroll platforms, with strong analytical skills to resolve discrepancies and support financial reporting.

Highest-signal resume keywords
Full-Cycle BookkeepingQuickBooks OnlinePayroll ProcessingAccounting PrinciplesFinancial Reporting

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
BookkeepingCash-Flow ReportingVendor ManagementFinancial ReconciliationSales Tax Computation401(k) ReportingMicrosoft ExcelGoogle SheetsFinancial AnalysisAccounting Software
Soft Skills
Organizational SkillsTime ManagementAttention to DetailProblem-SolvingCommunication Skills
Tools & Technologies
QuickBooksPaychexADPGustoMicrosoft OfficeGoogle Workspace
Certifications & Qualifications
CPABookkeeping Certification
Industry Keywords
U.S.-Based BusinessPromotional ProductsFinancial OperationsVendor PaymentsCustomer Invoicing

About the role

Key responsibilities & impact
  • Own day-to-day financial operations for a U.S.-based promotional products company
  • Record daily banking activity and monitor account balances
  • Prepare daily and periodic cash-flow reports for leadership
  • Process vendor bills and schedule vendor payments
  • Prepare and send customer invoices
  • Follow up on outstanding customer payments and maintain aging reports
  • Record transactions accurately in QuickBooks
  • Perform bank, credit-card, and vendor reconciliations
  • Investigate and resolve discrepancies promptly
  • Coordinate payroll with Paychex
  • Support 401(k) reporting and coordination
  • Support sales-tax computations and filings
  • Assist with insurance renewals, audits, and annual reporting requirements
  • Prepare gross-margin and other financial reports
  • Prepare and organize financial information for the company's CPA
  • Perform similar accounting and administrative responsibilities for a smaller related company
  • Learn and work within the company's internal system, Cotanet

Requirements

What you’ll need
  • Strong organizational and time-management skills
  • High attention to detail and accuracy in financial records and reports
  • Clear and professional verbal and written English communication skills
  • Problem-solving and analytical ability to identify and resolve financial discrepancies
  • Strong understanding of accounting principles, regulations, and procedures
  • 4–6 years of full-cycle bookkeeping or accounting experience, preferably supporting U.S.-based small or medium-sized businesses
  • Bachelor's degree in Accountancy, Accounting, Finance, Business Administration, or a related field preferred
  • CPA or bookkeeping certification is an advantage
  • Ability to work overnight/graveyard shifts in Philippine time or within US operating hours
  • Proficient in QuickBooks Online and/or Desktop
  • Experience with payroll platforms such as Paychex or similar platforms such as ADP and Gusto
  • Familiarity with U.S. sales tax, 401(k) reporting, and year-end requirements
  • Advanced Microsoft Excel or Google Sheets skills, including reconciliations, reports, pivot tables, and lookups
  • Proficient in Microsoft Office and Google Workspace
  • Ability to quickly learn new and proprietary systems

Benefits

Comp & perks
  • Industry-leading salary packages
  • Permanent work-from-home setup
  • Company equipment provided
  • Government-mandated benefits employer share
  • Internet stipends upon regularization
  • HMO Coverage upon regularization (with an option to enroll as early as Day 1)
  • PTO credits and service incentive leaves
  • Major spring and winter company live events
  • Monthly employee appreciation virtual events
  • Company-provided career skills training courses
  • A company culture focused on your personal and professional growth