Bookkeeper, Budget Analyst

Job not on LinkedIn

September 5

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Offshore Launch

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B2B • SaaS • AI

Offshore Launch is a company that provides AI-powered virtual assistant services to help businesses offload administrative tasks and streamline their operations. By leveraging global talent, Offshore Launch offers significant cost savings, operational efficiencies, and fosters a productive work environment where local teams can focus on high-impact work. Their unique approach includes embedding experienced career professionals into client teams, coupled with ongoing training and AI tools to enhance performance.

0 - 1 employees

Founded 2023

🤝 B2B

☁️ SaaS

📋 Description

• Maintain weekly budgets in YNAB, categorize transactions, and prepare allocations • Update cash flow forecasts to track income and expenses • Process ARs and APs accurately • Manage subscription invoices, prepare AR sheets, and participate in monthly audits • Conduct post-billing checks to ensure all ARs are processed correctly • Prepare monthly P&L, Balance Sheet, and Cash Flow reports • Keep all financial records organized, audit-ready, and aligned with business activity • Maintain a rolling 3-month forecast and flag risks or opportunities • Coordinate with HR, Payroll, and Operations to ensure accurate and up-to-date figures • Participate in financial review checkpoints and assist in reflecting real-time changes in budgets • Serve as a quality check to catch discrepancies before they become problems

🎯 Requirements

• 3+ years of bookkeeping, accounting, or finance experience (VA or agency background is a plus) • Strong knowledge of invoicing and accounts receivable processes • Must have mastery of QBO • Experience preparing financial reports (P&L, Balance Sheet, Cash Flow) • Proficiency with tools like YNAB (or similar budgeting software), Chargeover, and Google Sheets • Excellent attention to detail with a process-driven mindset • Strong communication and collaboration skills to work with cross-functional teams • Ability to manage time-sensitive tasks and maintain accuracy under deadlines

🏖️ Benefits

• Up to $1,200 annual bonus contingent on performance evaluation scores • 13th month pay • 16 Days PTO • Comprehensive HMO policy, including dependents • Annual continuing education budget to support professional development • Access comprehensive benefits that include HMO, PTO, professional development • Membership in the Offshore Launch Slack workspace • Bi-weekly All Team meetings • Monthly reviews