Certified Public Accountant – Client-facing Presence, Accounting Support

🕒 3 dias atrás

🌐 Filipinas, Argentina, +2 outros países – Remoto

🇵🇭 Filipinas – Remoto 🇦🇷 Argentina – Remoto 🇮🇳 Índia – Remoto 🇲🇽 México – Remoto

💵 $5 - $7 / hora

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧾 Gerente de Contabilidade

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DayBook Financial Group

SiteLinkedInTodas as Vagas

11 - 50 funcionários

Fundada em 2014

💸 Finanças

💼 Consultoria

🤝 B2B

Finance • Consulting • B2B

A DayBook Financial Group é uma empresa de serviços financeiros que aparenta oferecer contabilidade voltada para negócios, diagnósticos financeiros e serviços de consultoria. O site da empresa inclui chamadas para ação como "Agendar Diagnóstico Gratuito" e seções intituladas "Como Funciona", "Capacidades" e "Sobre", sugerindo que eles oferecem avaliações financeiras e gestão financeira contínua ou consultoria para clientes. Este resumo é baseado no conteúdo fornecido do site e texto visível limitado.

Descrição

• Serve as a client-facing point of contact, presenting financial results and answering questions directly on calls or video meetings • Manage daily bookkeeping operations for a portfolio of small and medium-sized business clients • Perform monthly bank and credit card reconciliations, identifying and resolving discrepancies • Manage accounts payable and accounts receivable, including invoicing, bill pay, and collections follow-up • Prepare and present financial reports, including P&L, balance sheet, and cash flow, to clients and internal stakeholders • Oversee month-end close for assigned clients, ensuring deadlines and quality standards are met • Maintain accurate, audit-ready records across QuickBooks Online and other client accounting systems • Flag discrepancies, unusual transactions, or process gaps to management proactively • Communicate directly with U.S.-based team members and clients in English

🎯 Requisitos

• Proven, independent advanced bookkeeping expertise; able to own a client's books end-to-end across a portfolio of accounts • Experience teaching or explaining finance/accounting concepts directly to clients • Degree or credential in education/teaching, with finance or accounting as the secondary field of study • Comfortable presenting financial data and reports clearly to non-technical audiences • Formal accounting education or coursework • Fully comfortable with video calls and camera-facing client interactions as a regular part of the role • CPA certification preferred • Proficiency with QuickBooks Online and ability to learn new accounting platforms quickly • Prior experience working remotely for a U.S.-based company preferred • Experience supporting multiple clients simultaneously in an outsourced or multi-client accounting environment preferred • Familiarity with U.S. GAAP as applied to small-business financial reporting preferred • Ability to communicate directly with U.S.-based team members and clients in English • Availability for working-hours overlap with U.S. business hours

🏖️ Benefícios

• Fully remote position • Working-hours overlap with U.S. business hours • Regular client calls and video meetings as part of the remote work arrangement