Position Summary

The Accounting and Operations Specialist will oversee daily accounting tasks, manage general office administration, and assist the owner with fractional CFO engagements. This role requires a proactive, organized, and detail-oriented professional who can perform core accounting functions and contribute to the success of a growing firm.

Key Responsibilities

Accounting and Bookkeeping
• Record and post financial transactions accurately
• Reconcile bank and credit card accounts
• Prepare and process accounts payable and accounts receivable
• Organize and maintain financial records, including receipts and supporting documentation
• Assist with client bookkeeping and financial reporting using QuickBooks Online

Administrative Support
• Maintain client records and standard operating procedures
• Coordinate office supplies and business logistics
• Support scheduling, file management, and internal communications
• Assist in developing templates and conducting research for client deliverables

Client Engagement
• Participate in virtual and onsite client meetings
• Provide professional and courteous support to clients and vendors
• Uphold confidentiality and data security standards

Required Qualifications
• Basic understanding of accounting principles
• Proficiency in Microsoft Excel and general office software
• Experience with QuickBooks Online or similar platforms preferred
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines
• Self-starter with a growth mindset and willingness to learn

Work Environment and Physical Demands
This position operates in a hybrid work environment, combining remote work with occasional onsite client visits and office-based tasks. The role requires prolonged periods of sitting at a desk and working on a computer. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.