FLSA Status (Exempt/Salaried or Non-
Hourly, 20 – 40 hours a week
This position will perform weekly tasks to close out the books for a set number of different clients ensuring deadlines are met and the books are accurate. Other duties include interacting with clients by phone, email and video calls and problem solving of accounting and quickbooks issues in a timely manner as they arise.
▪ Direct the regular preparation and delivery of invoices. Manage the receivables collection process and administer customer contracts. Maintain active tracking of receivables with communication to management.
o Bachelor's Degree, accounting, business, or related certification o QuickBooks Online Certified
Job Knowledge/Technical Knowledge: Demonstrates a sound working knowledge of current role and the technical systems, applications and equipment used in performing this role, and understands the impact this role has on other business functions within the organization.
Communication: The ability to write and speak effectively using appropriate convention based on the situation; actively listens to others, asks questions to verify understanding, and uses tact and consideration when delivering feedback to others.
Organization: Uses time efficiently by prioritizing and planning work activities.
Integrity and Respect: Demonstrates upmost level of integrity in all instances and shows respect towards others and towards company principles.
Judgment: Demonstrates ability to make independent and sound decisions in all situations. Teamwork: Shares key information with others involved in a project or effort, works in harmony to accomplish objectives, responds with enthusiasm to directives, and shows support for departmental and organizational decisions.
Quality: Sets high standards and measures of excellence to ensure quality assurance in every aspect of work performed.
Accountability: Takes personal responsibility and ownership for adhering to all company policies and procedures while also completing work timely and in accordance with performance expectations. Customer Service: The ability to demonstrate a series of activities designed to enhance the level of customer satisfaction.
Interpersonal Communication: Writes and speaks effectively based on the psychological, relational, situation, environmental and cultural dynamics within the situation.
Manages Change: Demonstrates effectiveness and flexibility with changing environments, responsibilities, tasks, and people.
Attention to Detail: Follows detailed procedures to ensure accuracy in the entry and reporting of data.
Problem Solving: Identifies and resolves issues timely by gathering and analyzing information skillfully.
The work schedule is 8am – 5pm central standard time. Arrangements can be made outside of this schedule to account for different time zones if needed but the candidate must be available during central time hours.
The purpose of this position description is to serve as a general summary and overview of the major duties and responsibilities of the job. It is not intended to represent the entirety of the job nor is it intended to be all-inclusive. Therefore, the position may be required or requested to perform for Financial Foothold other work duties not specifically listed herein. Management reserves the right to modify, defer or rescind this position description at any time, with or without prior notice.