QuickBooks Data Analyst

Job Summary

We are seeking a skilled QuickBooks professional with a strong understanding of financial statements (cash and accrual). The ideal candidate will evaluate QuickBooks data to identify potential errors, confirm accuracy, and ensure compliance with accounting standards. This role requires the ability to manage multiple clients efficiently while delegating tasks to team members to ensure smooth workflow and client satisfaction.

Responsibilities

• Review client QuickBooks data for financial accuracy, compliance, and error identification.
• Reconcile accounts and financial statements, ensuring consistency with tax returns.
• Analyze and identify discrepancies in reports (balance sheets, income statements, payroll, sales tax, etc.).
• Provide actionable recommendations and collaborate with clients and team members to resolve discrepancies.
• Manage multiple client accounts efficiently, ensuring timely and accurate completion.
• Delegate tasks effectively and oversee team members’ progress.
• Apply QuickBooks knowledge to other accounting and ERP software as needed.
  
  

Qualifications

• Experience in QuickBooks and general bookkeeping.
• Knowledge of financial reports and various business structures.
• Attention to detail and strong analytical skills.
• Ability to independently organize workload, prioritize tasks, and meet deadlines.
• Ability to manage multiple clients and delegate tasks within a team environment.
• QuickBooks certification preferred, or commitment to obtain certification.
• Experience with tax accounting is beneficial but not required.