Bookkeeping Specialist

The Energuy Inc

Bookkeeping Specialist

Temecula, CA
Full Time
Paid
  • Responsibilities

    Bookkeeping Specialist

    Compensation: $21-$28 per hour depending on experience

    Would you wear a calculator watch? (I hear they’re coming back) Is your favorite app on your phone the calculator? Would you consider yourself a beancounter? If yes....we want to meet you!

    We love our Beancounters!

    Us: International company in search of a proactive and detail-oriented Bookkeeping Specialist ready to streamline our financial processes and ensure accuracy. In a way, a Bookkeeping Specialist is like the business equivalent of a meticulous organizer blended with a dash of innovative problem solving.

    You: With two years of hands-on experience utilizing QuickBooks and an additional two years of expertise in bookkeeping, you’ve solidified your proficiency in financial management. You are a trusted resource your team turns to for resolving complex financial issues, and you thrive on the challenge of optimizing processes to drive efficiency. Now, you’re poised to leverage your experience to streamline our financial operations, ensuring accuracy and compliance.

    Our Purpose:

    Think big, really BIG; keep our eyes open for opportunities; plan accordingly and follow through; PREVAIL.

    Our Core Values:

    We are fun and productive. You exemplify focus, follow-through, and adept problem-solving with an infectious enthusiasm.

    We treat our team and clients like partners. Show up, not just on time to work but show up in meaningful ways for our clients and our team, leading by example.

    We all make mistakes, how we handle them matters. You don’t just own your mistakes, you own your team’s mistakes with a resilient attitude. We win together, lose together.

    If this resonates with you, keep reading……...this may be the opportunity for you!

    The Bookkeeping Specialist plays a pivotal role within our team, entrusted with handling, accounts payable, accounts receivable, reconciliations, and daily financial entries. They adeptly manage these financial functions alongside our accounting team to support company operations.

    Skills and Qualifications:

    Bring 2 years of experience in bookkeeping to the table, coupled with 2 years of hands-on experience using QuickBooks, Salesforce, and Service Titan.

    Direct A/R collections experience is preferred

    An Associate’s degree in accounting or a related business field

    Demonstrate expertise in accounts payable (AP) and accounts receivable (AR)

    Proficiency in using accounting software for financial management and reporting

    Ability to accurately manage financial records and transactions

    Must possess strong organizational skills and attention to detail

    Ability to work effectively both independently and as part of a team

    Duties and Responsibilities:

    Manage the complete A/R lifecycle: billing, collections, cash application, reconciliation, and reporting

    Lead proactive collections efforts through calls, emails, and escalations

    Follow up consistently on overdue accounts and secure payment commitments

    Maintain accurate documentation of all collection activities and customer communications

    Utilize QuickBooks and other relevant financial software to accurately manage and maintain financial records

    Reconcile accounts payable and accounts receivable transactions

    Generate financial reports and statements for management review

    Assist with budgeting and forecasting processes, including preparation of profit and loss statements

    Collaborate with our accounting team to ensure compliance with accounting principles and regulations

    Any other tasks as assigned to support the financial operations of Energuy and uphold our vision, mission and values

    Job Type: Full-time

    Experience: 2 years as a Bookkeeper or relevant experience, 2 years experience with QuickBooks

    Education:

    Associate’s degree in accounting or related field

    Job Type: Full-time

    Benefits:

    Dental insurance

    Health insurance

    Life insurance

    Paid time off

    Paid training

    Professional development assistance

    Referral program

    Retirement plan

    Ability to Relocate:

    Temecula, CA: Relocate before starting work (Required)

    Work Location: In person