Bookkeeping Strategist

Bookkeeping Strategist

$8-12/hour USD

The position is open to candidates from all Latin/Central American countries.

Note: Please see the bottom of this post for instructions on how to apply. Applications submitted through Wellfound will not be reviewed.

Position Description

Are you passionate about numbers, love diving into the details, quick to adopt the latest tools and technology, and never met a process that couldn’t be automated? If yes, keep reading.

We’re looking for a tech-savvy, critically-thinking Bookkeeping Strategist to support our Operations/Bookkeeping team. The ideal candidate revels in the details, checking off to-do lists, and keeping business financials organized.

This is not your typical data-entry bookkeeper. We use the latest technology to automate the manual parts of the role as much as possible, and in return our Bookkeeping Strategists get to use their biggest asset: their brain. Our Bookkeeping Strategists are expected to drive growth for their clients by streamlining processes, building tools and automations, and searching out cost-saving and profit-growing opportunities within their books.

We do things differently here and provide lots of on-the-job training. As such, no bookkeeping experience is necessary for this role.

If the description above sounds like you, we want to hear from you!

Note: this is a CONTRACTOR position.

Responsibilities

Process Improvement:

• Streamline client processes by building tools and automations
• Adopt technology into daily/weekly/monthly processes to minimize time spent doing manual tasks
• Continuously evaluate company and client processes for opportunities for improvement/efficiency

Bookkeeping:

• Input bills and invoices into QuickBooks Online
• Categorize transactions
• Prepare financial reporting

Required Qualifications

• Good with numbers: Has a natural aptitude for understanding and working with numbers, with the ability to process information and identify trends from data.
• Problem solver: Thrives on identifying and addressing challenges, using their analytical and creative thinking skills to develop effective solutions.
• Detail oriented: Relishes the details and doesn't let anything fall through the cracks. Accurate and makes very few mistakes.
• Tech savvy: Adept at learning new technology and tools and integrating them into their work.
• Proficient in Microsoft Excel (formatting, formulas, graphing)

Nice-to-Haves

• Knowledge of business finance concepts
• Familiarity with bookkeeping
• Experience with QuickBooks Online
• Experience with automation tools such as Zapier, Make/Integromat, or similar

Company Overview

FinElevate is on a mission to help entrepreneurs build a better business with more freedom. We’re a fractional CFO service, but we provide a lot more than the typical financial reporting. We bring data clarity, team training, and a proven playbook to help our clients’ businesses thrive.

As a fully remote, young company, we are scrappy, high-energy, and incredibly passionate about helping clients improve their businesses.

*Company Core Values *

• Head on a swivel: We ask, “what does this mean?” and “what if?” like other people ask about the weather. Never satisfied with the status quo, we are always looking for ways to improve. Whether it’s identifying the root cause of an issue, or reimagining our entire client onboarding process, we see potential where others see problems.
  
• Elevate with tech: The accounting space is typically filled with manual work and outdated processes, but we’re not like that. We employ the latest tools and automation to elevate our team, allowing them to focus on what humans do best – human relationships, strategy, and creative thought.
  
• Good with numbers: We’re numbers nerds. The kind of people that look at a math problem and think “that looks kinda fun.” Drawn to the quantifiable, we use our energy for numerical reasoning, data-driven decisions, and strategy to reveal opportunities for our clients.
  
• Servant leadership: We believe that true leaders are driven not by personal gain, but by the impact they have on others. Our goal is to do right by our colleagues, customers, and company and help them achieve more. Through them, we find fulfillment.
  
• Extreme ownership: We don’t shy away from accountability. Each team member is an expert in their role and is trusted with that role. Team members own their decisions, actions, results, environment, and HOW things get done.
  
• Learn and grow every day: Curious. Life-long learners. Our team is proactive in seeking out new opportunities to learn and continuously improve their skills. We cultivate an environment that supports experimentation, fosters creativity, and encourages our team members to take smart risks.

Hiring Process

We are firm believers in data and objective assessments to reduce bias in the hiring process. For that reason we leverage an assessment tool before asking for any other information. This allows us to rate candidates on the core competencies and skills needed for the role and streamline the interview experience.

Process outline:

Online assessment – Estimated time is 38-45 minutes. The assessment is divided into 4 parts, each chosen with much thought to cover the technical skills required for the job. Doing this assessment allows us to focus our interview time on core values.

• English Competency (12 min) – we’re a US-based company that requires fluent English.
• Attention to Detail (12 min) – ability to thoroughly and carefully handle intricate processes
• Numerical Reasoning (10 min) – aptitude with numbers and skill in interpreting them
• Tech Savviness questions (4 min) – familiarity with efficiency & automation tools Loom interview – (2-5 min) – we use Loom internally for project updates and team questions across time zones Zoom Interview – 45 minutes References Offer

*How to Apply *

To apply, please complete the first assessment (40 minutes) here: https://app.testgorilla.com/s/pgiol39i