Offer summary
Qualifications:
Proven experience in accounting or financial management, Proficiency with accounting software; QuickBooks Online preferred, Strong English language proficiency, written and verbal, Ability to manage multiple client relationships, Experience with US-based clients is desirable.
Key responsabilities:
- Lead onboarding process and improve accounting workflows
- Clean up and reorganize client financial records
- Serve as primary contact during onboarding via email and Zoom
- Provide support and conduct periodic financial reviews
- Assist with financial planning and analysis tasks as needed