Bookkeeper (Client)

We are seeking a versatile and dedicated Bookkeeper to support a new client with a variety of tasks. The ideal candidate will have hands-on experience with Zoho Books, QuickBooks Online, and Zoho CRM, and will be skilled in conducting research to identify potential lending companies and hedge funds.

Job Responsibilities

Financial Management:

• Oversee and manage financial operations using Zoho Books and QuickBooks Online.
• Ensure the accuracy and integrity of financial records.
• Generate, reconcile, and present comprehensive financial reports.

CRM Management:

• Maintain and update client information in Zoho CRM.
• Monitor client interactions and produce insightful reports.
• Utilize CRM data to enhance client relationship management.

Research:

• Conduct thorough research to identify potential lending companies and hedge funds.
• Compile, analyze, and present research findings in a clear and actionable manner.
• Stay informed about industry trends and investment opportunities.

Requirements

• Proven experience with Zoho Books, QuickBooks Online, and Zoho CRM.
• Strong research skills with the ability to gather and synthesize information effectively.
• Excellent organizational skills and attention to detail.
• Superior written and verbal communication skills.
• Ability to work independently, prioritize tasks, and manage time efficiently.

System Requirements

• At least 15mbps for the main internet and at least 10mbps for backup
• A desktop or laptop that has an i5 processor with at least 8 GB RAM and an i3 processor for backup
• Note: Back-ups should still be able to function when there is a power interruption
• A webcam
• Noise-canceling USB Headset
• Quiet, Dedicated Home Office
• Smartphone

Benefits

• Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
• Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
• Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
• Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
• Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
• Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.