Financial Professional with Accounting Expertise

6 days ago


Walnut Creek, California, United States Creative Financial Staffing Full time
Job Overview

Creative Financial Staffing is seeking a highly skilled Financial Professional to join our team as an Accountant/Full Cycle Bookkeeper. This is a unique opportunity for a professional looking for a challenging and dynamic work environment.

About the Role

The successful candidate will be responsible for performing daily detailed accounting functions, including accounts payable, bank account reconciliations, and ad hoc projects for multiple entities/businesses. We are looking for someone with a strong accounting background, QuickBooks or NetSuite experience, and excellent attention to detail.

Key Responsibilities
  • Comprehensive bookkeeping, with an emphasis on A/P, bank deposits, and bank reconciliations
  • Provide support for banking transactions
  • Evaluate vendor invoices for appropriate approval and process payments with precision
  • Process disbursement transactions with a high degree of accuracy
  • Prepare ad hoc management reports as requested
  • Assist with special projects
  • Maintain regular communication and coordinate with CPAs
Requirements
  • 3-5 years of prior bookkeeping/accounting experience preferred
  • Familiarity with family office operations and dynamics is advantageous
  • Strong accounting background desired
  • Proficiency with accounting software, NetSuite
  • Proficiency in Microsoft Outlook, Word, and Excel
  • Professional verbal and written skills
  • Exceptional mathematical aptitude and meticulous attention to detail
  • Excellent organizational skills and ability to multi-task efficiently
  • Familiarity with banking platforms
  • Strong prioritization skills with capability to meet deadlines consistently
  • Willingness to take on additional responsibilities as needed
Salary Information

We estimate the salary for this role to be between $65,000 - $85,000 per year, depending on experience.



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