US Bookkeeping Specialist

At The Glocal Resource, we redefine how businesses operate and grow in our interconnected global landscape. Established with a vision to bridge local expertise with international opportunities, we specialize in providing innovative outsourcing solutions. Since our inception in 2019, we have become a trusted partner for businesses worldwide, helping them navigate the complexities of the modern workforce.

Role Overview :
As a Bookkeeping Specialist, you are a strong multi-tasker, responsible for onboarding and managing ongoing bookkeeping tasks (including month-end reconciliation and close, and portfolio management), and the support and long-term success of our accounting customers.
You are a great communicator who is comfortable taking on complex accounting projects with a diverse set of stakeholders. You are a true consultant for small business accounting in the U.S. home services space and bring an analytical mind to constantly improve the efficiency and efficacy of your projects.
Our Accounting Solutions team is focused on partnering with our service professionals to successfully onboard, deliver bookkeeping, and support their businesses. As one offering within our broader tech suite, the Accounting Solutions team members will also gain exposure to a wide variety of other embedded financial products including payments, banking, card issuance, and more.
Our team is passionate, empathetic, hard-working, and above all else focused on improving the lives of our Customers. Our success is their success.

Roles and Responsibilities:

Ensure quality assurance on all month-end reconciliations
Meet month-end service delivery deadlines for all dedicated accounts, including all actions necessary to deliver completed and reconciled books
Exhibit discretion and project management skills when driving projects that ensure the accuracy of past, present, and future bookkeeping data
-Guide our customers through a white-glove onboarding journey and ensure that each customer is confident and has completed books once the onboarding journey is complete
Create detailed documentation on client account statuses and issues
Communicate best practices in resolutions to other team members and assess priorities
Foster exceptional customer experiences and interactions, and employ robust organizational and communication skills to guarantee timely client follow-ups
Serve as a role model and mentor for junior team members

Qualification:

3+ years of U.S. bookkeeping/accounting experience with an in-depth understanding of SMB accounting methods and processes, including:
Consolidation and preparation of financial statements
Month-end book close and consolidation process, including journal entries, account reconciliations, and flux analysis, A/P and A/R
Bachelor's degree in Accounting or Finance, a similar certification or level of experience
Proficiency in Quickbooks