Bookkeeper (Excel and Financial Tools Specialist)

This is a remote position.

• Maintain and update financial scorecards and Excel spreadsheets weekly.
  
• Track sales data and commissions using an enrollment tracker and ensure accurate reporting.
  
• Record and manage investor logs with up-to-date data for internal reference and reporting.
  
• Reconcile records to ensure all financial data aligns with current transactions and forecasts.
  
• Proactively contact clients who have been declined, providing support and guidance for next steps.
  
• Coordinate with our special financing department to explore potential options for clients.
  
• Communicate professionally and empatheticaly with clients via phone and email.
  
• Perform audits to identify discrepancies and proactively resolve any inaccuracies.
  
• Ensure confidentiality and integrity of all financial records and documentation.
  

Requirements

• Proven experience in bookkeeping or a similar role.
  
• Proficiency in Microsoft Excel and financial management tools.
  
• Strong organizational skills and attention to detail.
  
• Comfortable and confident communicating via phone and email.
  
• Experience with client relations or customer support preferred.
  
• Familiarity with sales tracking or enrollment systems is a plus.
  
• Ability to handle sensitive client interactions with professionalism and empathy.
  

IMPORTANT!!

• Permanent work-from-home
  

• Immediate hiring
  

• Steady freelance job