Job Description

Momentum Finance is looking for a PROFESSIONAL JUNIOR ACCOUNTANT with impressive Excel skills who values INNOVATION and loves working with FOUNDERS AND THEIR STARTUPS.

MOMENTUM FINANCE is a next-generation boutique financial advisory firm designed to serve and evolve with the Founder’s Company from well Seed funded to Series B.

WE ARE A SPECIAL KIND OF FIRM, AND WE ARE LOOKING FOR A SPECIAL KIND OF PERSON TO WORK WITH US.

YOU MIGHT BE ONE OF US IF…

• You aspire to be an enterprise-level professional, but you do not always think like one

• You are excited about working with Founders, early-stage companies, and new business models

Primary responsibilities for working with our Clients include reconciliations in QuickBooks Online Plus, invoice entry in Bill.Com and managing expenses in Expensify.

We require a rock-solid understanding of general accounting concepts (GAAP), a keen eye for detail and tenacity towards meeting (or beating ;) deadlines.

Your qualifications are expected to show that you have a thorough knowledge of QuickBooks Online, advanced knowledge of Excel (Pivot Tables are just the tip of the iceberg of your knowledge) and familiarity with Google Apps.

We provide training for our core software platforms, including Asana, Bill.Com, Expensify, Gusto and SaaSOptics (just to name a few). Your ability to multi-task and self-motivate are requisite for joining our Team.

This position requires once per week on-site presence in our San Francisco office. We will meet in the office on Tuesdays, and you may be required to visit client locations when appropriate.

You will be working remotely the majority of the time.

This is an hourly contract position with Momentum Finance.

EXAMPLE RESPONSIBILITIES:

1. Enter Vendor Invoices in Bill.com
2. Maintain an orderly document filing system in Google Drive
3. Enter bank and credit card transactions in Quickbooks Online
4. Review Expense receipts in Expensify
5. Support Senior Accountants on weekly tasks
6. Management support as requested

DESIRED QUALIFICATIONS

Our optimal Junior Accountant will have a minimum of an Associate's degree in accounting, as well as a thorough knowledge of bookkeeping and generally accepted accounting principles. Prior experience with Quickbooks Online Plus is essential, preference will be given to candidates with knowledge of our preferred platforms including Bill.com, Expensify, Gusto and Asana. The candidate needs to demonstrate rock-solid Excel skills, advanced skills preferred.

SUPERVISES: None Initially

EDUCATION, EXPERIENCE, AND SKILLS REQUIRED:

• Knowledge of bookkeeping and generally accepted accounting principles
• Associate's degree in accounting or business administration, or equivalent business experience
• Preference will be given to candidates with a ProAdvisor designation with Quickbooks Online
• Above average knowledge of Excel, pivot tables and vlookup essential
• Minimum of two years of accounting / bookkeeping experience including AP / AR / Payroll
• Ability to perform several tasks concurrently with professionalism
• Knowledge of regulatory requirements of processing payroll accounting transactions and payroll returns
• Fluent in English - Ability to communicate clearly and concisely, verbally and in writing
• Ability to demonstrate persistence to achieve quality
• Must be able to keep client matters strictly confidential
• Must have excellent interpersonal skills and customer service skills

Company Description

For early-stage clients, we provide CFO services that allow entrepreneurs to focus on building and growing their company, versus managing their back office including accounting, payroll, HR, financial reporting, budgets and projections. We are a bespoke, next-generation financial advisory firm designed to serve and evolve with the Founder’s Company from well Seed funded to Series B. We help entrepreneurs build momentum throughout the lifecycle of their company.