Would you wear a calculator watch? (I hear they’re coming back) Is your favorite app on your phone the calculator? Would you consider yourself a beancounter? If yes....we want to meet you!
Us: International company in search of a proactive and detail-oriented Bookkeeping Specialist ready to streamline our financial processes and ensure accuracy. In a way, a Bookkeeping Specialist is like the business equivalent of a meticulous organizer blended with a dash of innovative problem solving.
You: With two years of hands-on experience utilizing QuickBooks and an additional two years of expertise in bookkeeping, you’ve solidified your proficiency in financial management. You are a trusted resource your team turns to for resolving complex financial issues, and you thrive on the challenge of optimizing processes to drive efficiency. Now, you’re poised to leverage your experience to streamline our financial operations, ensuring accuracy and compliance.
Think big, really BIG; keep our eyes open for opportunities; plan accordingly and follow through; PREVAIL.
We are fun and productive. You exemplify focus, follow-through, and adept problem-solving with an infectious enthusiasm.
We treat our team and clients like partners. Show up, not just on time to work but show up in meaningful ways for our clients and our team, leading by example.
We all make mistakes, how we handle them matters. You don’t just own your mistakes, you own your team’s mistakes with a resilient attitude. We win together, lose together.
If this resonates with you, keep reading……...this may be the opportunity for you!
The Bookkeeping Specialist plays a pivotal role within our team, entrusted with handling, accounts payable, accounts receivable, reconciliations, and daily financial entries. They adeptly manage these financial functions alongside our accounting team to support company operations.
- Bring 2 years of experience in bookkeeping to the table, coupled with 2 years of hands-on experience using QuickBooks, Salesforce, and Service Titan.
- Direct A/R collections experience is preferred
- An Associate’s degree in accounting or a related business field
- Demonstrate expertise in accounts payable (AP) and accounts receivable (AR)
- Proficiency in using accounting software for financial management and reporting
- Ability to accurately manage financial records and transactions
- Must possess strong organizational skills and attention to detail
- Ability to work effectively both independently and as part of a team
- Manage the complete A/R lifecycle: billing, collections, cash application, reconciliation, and reporting
- Lead proactive collections efforts through calls, emails, and escalations
- Follow up consistently on overdue accounts and secure payment commitments
- Maintain accurate documentation of all collection activities and customer communications
- Utilize QuickBooks and other relevant financial software to accurately manage and maintain financial records
- Reconcile accounts payable and accounts receivable transactions
- Generate financial reports and statements for management review
- Assist with budgeting and forecasting processes, including preparation of profit and loss statements
- Collaborate with our accounting team to ensure compliance with accounting principles and regulations
- Any other tasks as assigned to support the financial operations of Energuy and uphold our vision, mission and values
Experience: 2 years as a Bookkeeper or relevant experience, 2 years experience with QuickBooks
- Associate’s degree in accounting or related field
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Paid training
- Professional development assistance
- Referral program
- Retirement plan
- Temecula, CA: Relocate before starting work (Required)