What are the responsibilities and job description for the Bookkeeping Firm - Operations Manager position at Budgetease?
Small Business Bookkeeping – Operations Manager
Independent, direct, factual, proactive, expert in Accounting and QuickBooks, orderly, efficient, works well with pressure/deadlines, handles variety of tasks, precise, accurate.
At BudgetEase we make our clients profitable. Our team of Bookkeeping Consultants are Better Together - we haven’t been stumped on a bookkeeping question yet. You will be an integral part of the growth of our organization.
BudgetEase’s team has a reputation for being QuickBooks experts. Our services are in demand and we continue to grow annually. We help over 200 organizations and small businesses every year. You will find every day is a new adventure at BudgetEase. Clients vary from providers of wind energy to airplane leasing for rock stars.
BudgetEase’s mission, Making YOU Profitable, means everything we do results in making our clients profitable.
Culture/core values:
- Having fun while getting things done
- Better together
- Cost Effective Solution for our clients
We are hiring for a full-time position (during normal business hours).
Responsibilities
Smart Goals
- Determine your smart goals (1-2 goals) to meet BudgetEase’s quarterly objectives
- Give priority to your smart goals daily
Business Development Manager
Follow-up on Leads
- Discuss our services with small businesses interested in using BudgetEase’s services
- Collect information to prepare Estimates/Proposals
- Determine if lead is a good fit for BudgetEase using grading system
- Prepare Estimate
- Follow up on Estimates within a week to maintain a 40% closes rate
Social Media
- Review e-mail and newsletter suggestions from agency
- Assist in generating blog ideas and polish blogs written by outside consultant
HR Manager and Training
- Review candidates
- Coordinate new employee training
- Approve payroll
- Manage employee review process
Process Manager
- Coordinate generating and updating easy to understand, accurate corporate processes
- Provide training specialized by team member
- Review new apps that would be helpful to BudgetEase and/or our clients, make recommendations
Meetings - all usually Wednesday afternoons
Update agendas for Team and Leadership meetings and maintain schedule and invite participants
- Meet with fellow team leaders and President weekly to strategize best practices and plan implementation
- 121 with President bi-weekly
- Participate in Quarterly full day planning meetings
- Participate in mandatory daily huddle and weekly Team Meetings
Other
- Collaborate with other Team Leaders
- Keep President informed when you have time in your schedule for more work
- Meet commitments on a timely basis or ask for help from President or team
- Work independently on a flexible schedule between 8AM and 6PM, Monday-Friday
- Respond to e-mail requests & texts within 24 hours
- Enter time in Ebillity in accordance with the Time Reporting Procedure
- Keep Outlook calendar current with obligations
- Present QuickBooks or bookkeeping training programs
- Be punctual
Qualifications
- QuickBooks Expert, Accounting, Finance, and Bookkeeping experience
- Experience managing a team
- Strong analytical and problem-solving skills
- Ability to learn new software quickly and have a love for numbers
- Computer savvy and familiar with Mac and Windows
- Expert knowledge of Microsoft Office, a plus
- Strong time management, communication and administrative skills
- Detail oriented
- Enjoy working with people and a team
- Ability to work at a fast-pace
- Lifelong learner
- Must be able to pass a background check (including credit check)
- Smoke-free workplace
Work Space
- Our office is in an upscale shared workspace near downtown Cleveland. You will be expected to meet in person for training and once a month for work, in person as a team.
- We work around a big table where you plug your laptop in to multiple screens to work efficiently, first come first serve for your seat.
- Your computer will be provided, solid-state Dell.
- Your company provided backpack or briefcase are your office
- Walking distance to many neighborhood restaurants.
Compensation
- $30-40 an hour
- Simple IRA after 6 months, 2% contribution, no-match required
- Cell phone allowance - $30/month
- Health Insurance stipend and holiday pay
- PTO
- Group Life Insurance with Voluntary Life Option up to $300,000 (requires EOI)
- Short Term Disability Insurance
- No mileage reimbursement
Salary : $30 - $40
