Position Summary
We are looking for an experienced Administrative Account Manager / Bookkeeper to handle the firm’s financial management, bookkeeping, and day-to-day administrative functions. This role will include managing accounts payable and receivable, payroll processing, budget tracking, and general office management tasks. The ideal candidate is proactive, highly organized, and comfortable working in a small, dynamic firm where responsibilities may evolve as the firm grows.
Key Responsibilities
Qualifications
Education: Associate’s or Bachelor’s degree in Accounting, Business Administration, or related field; equivalent experience may be considered.
Experience: 3+ years of experience in bookkeeping, accounting, or administrative roles; experience in a professional services firm (e.g., architecture, engineering, or construction) is a plus.
Technical Skills: Proficiency in QuickBooks, Microsoft Office Suite (Excel, Word), and CRM software.
Soft Skills: Strong attention to detail, organizational, and multitasking skills; excellent communication and problem-solving abilities.
Financial Knowledge: Understanding of basic accounting principles, budgeting, and payroll processing.
Confidentiality & Integrity: High level of discretion in handling sensitive financial and employee information.
Financial Management: Manage accounts payable, accounts receivable, and general ledger entries, ensuring accurate and timely financial records.
Bookkeeping: Perform routine bookkeeping tasks, including bank reconciliations, expense tracking, and recording financial transactions.
Billing & Invoicing: Prepare and process client invoices, track payments, and follow up on outstanding balances; manage vendor payments and track project expenses.
Payroll Processing: Oversee payroll processing, employee reimbursements, and benefits administration, ensuring compliance with state and federal requirements.
Budget Tracking: Assist in tracking project budgets and financial performance, generating reports, and analyzing financial data to support decision-making.
Administrative Support: Manage office supplies, equipment, and general office organization, ensuring a well-functioning workspace.
CRM Maintenance: Update and maintain client and project data in Monograph (or similar CRM software) to support project management and client relationships.
Process Improvement: Identify and implement efficiencies in administrative and financial processes to streamline operations and support firm growth.