Demo

Bookkeeper/Accounting Manager- Flexible Hours

Center for Wealth Preservation
Syosset, NY Full Time
POSTED ON 4/14/2025
AVAILABLE BEFORE 5/14/2025

Job Description

Job Description

Position Overview : We are seeking an experienced and detail-oriented Bookkeeper / Accounting Manager to oversee the financial operations of our company. This role is responsible for recording transactions, managing accounts payable / receivable, and preparing monthly financial statements, including the income statement and balance sheet. The ideal candidate will have a strong understanding of accounting principles, excellent organizational skills, and the ability to work independently in a fast-paced environment.

Key Responsibilities :

  • Transaction Recording :

Accurately record all financial transactions, including daily income, expenses, and journal entries in the general ledger.

  • Reconcile bank and credit card statements on a regular basis to ensure accuracy of financial records.
  • Accounts Payable Management :
  • Review and process invoices for payment.

  • Ensure timely payment of bills, managing relationships with vendors and ensuring proper documentation.
  • Monitor and maintain accounts payable aging reports.
  • Monthly Financial Statements :
  • Prepare monthly income statement, balance sheet, and other financial reports.

  • Ensure financial records are accurate, complete, and comply with accounting standards.
  • Analyze financial data to identify trends and variances and provide recommendations to senior management.
  • Budgeting and Forecasting :
  • Assist with the preparation of annual budgets and financial forecasts.

  • Monitor and track budget performance, identifying discrepancies or potential issues.
  • Payroll Management :
  • Oversee payroll processing, ensuring employees are paid accurately and on time.

  • Ensure proper tax filings and compliance with payroll regulations.
  • Tax Compliance and Reporting :
  • Prepare information necessary, ensuring compliance with local, state, and federal regulations.

  • Collaborate with external accountants or auditors during year-end processes.
  • Financial Analysis and Reporting :
  • Generate and analyze financial reports for management review, highlighting key financial metrics and trends.

  • Provide insights and recommendations based on financial data to support decision-making.
  • Internal Controls :
  • Develop and implement effective internal controls to safeguard the company’s financial assets.

  • Maintain organized and accurate financial records and documentation.
  • Qualifications :

  • Proven experience (3 years) in bookkeeping or accounting, preferably with some experience in an accounting role.
  • Strong knowledge of accounting principles and practices.
  • Proficiency in accounting software QuickBooks and Microsoft Excel.
  • Experience with preparing financial statements and managing accounts payable / receivable.
  • Excellent attention to detail and organizational skills.
  • Strong analytical and problem-solving abilities.
  • Ability to manage multiple tasks and meet deadlines.
  • Strong communication skills and the ability to work collaboratively with internal teams and external stakeholders.
  • Work Environment :

    This position typically works in an office environment with flexible hours. We anticipate the role is 20-28 hours per week.

    This job description outlines the core responsibilities and qualifications for a Bookkeeper / Accounting Manager who will manage recording transactions, paying bills, and completing monthly financial statements.

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