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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in bookkeeping, including full month-end cycles, bank reconciliations, and accounts payable/receivable management. Proficient in QuickBooks and familiar with Microsoft licensing and invoicing processes.
Highest-signal resume keywords
QuickBooks SkillsBookkeeping ExperienceAccounts Payable ManagementAccounts Receivable ManagementU.S. Sales Tax Filings
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Bank ReconciliationMonth-End ClosingInvoice ProcessingData EntryContract Management
Soft Skills
Attention to DetailProfessional Communication
Tools & Technologies
Work 365HubSpotMicrosoft Partner Portal
Industry Keywords
SaaS BillingMicrosoft LicensingHigh-Dollar BillingCustomer Satisfaction Surveys
About the role
Key responsibilities & impact- Enter bills and record deposits from the finance inbox twice a week
- Sync and code bank feed transactions weekly
- Ensure payroll is recorded in the correct month
- Reconcile bank accounts and support the monthly review
- Prepare AP payment runs for approval and process approved payments through QuickBooks Bill Pay
- Follow up with customers on invoices past net 45 and maintain an AR tracking sheet
- Enter subcontractor timesheet data as invoices
- Process monthly partner commission payments
- Send consulting services invoices at the start of each month for the previous month
- Prepare and send approximately 30 Microsoft licensing and services invoices per month in Work 365
- Handle high-dollar billing accurately
- Perform light contract maintenance throughout the month
- Build quotes for Microsoft products and services in HubSpot
- Apply knowledge of Microsoft contracts across quoting, contract management, and invoicing
- File monthly or quarterly sales tax returns for four to five states
- Submit project claims in the Microsoft Partner Portal after ramp-up
- Clean up and maintain the CRM
- Help send, collect, and report on customer satisfaction surveys
Requirements
What you’ll need- 3+ years of hands-on bookkeeping experience, including full month-end cycles and bank reconciliations
- Strong QuickBooks skills (Desktop is a big plus)
- Experience with AP, AR, and follow-up collections
- Exposure to U.S. sales tax filings, ideally across multiple states
- High attention to detail, especially when you're billing high-dollar invoices
- Professional written and spoken English, since you'll have some contact with customers and vendors about billing, payments, and quotes
- Comfortable learning new systems
- Experience with Work 365, HubSpot, Microsoft licensing (CSP/EA), or another IT or SaaS billing environment is a strong plus, but the client will train you
- A track record of staying in roles long-term
