We’ll rely on you to:

• perform the monthly close and account reconciliations to enable timely and accurate monthly financial reporting.
• perform all A/R functions including customer invoicing, collections and cash application process for all our business lines, which include billing for professional services and software subscriptions.
• perform all expense management functions – including expense entry, monthly reporting, and expense reimbursement process.
• perform all accounts payable functions, including receiving vendor invoices, scheduling payments accordingly and ensuring timely payments to all vendors.
• perform cash management functions
• assist with Administrative tasks such as sending out monthly communications to customers that provide accurate project budget vs. actual data and open invoices.
• keep SquareWorks’ financial and operational systems (QuickBooks, Bigtime, Salesforce) up to date to enable accurate financial and operational reporting.
• help develop reports as needed from one or many financial systems.
• assist with various office management tasks including mail handling, facilitating office space reservations, coordinating meetings or events as needed, etc.
• Manage SquareWorks’ Payroll and PEO (Insperity). This includes performing all payroll functions every two weeks and ensure that all Employees are paid timely and accurately.
• Assist the founder with hiring and employee onboarding and offboarding functions
• assist with projects to continue to streamline SquareWorks Administrative Functions.
• work with SquareWorks’ Finance and Tax advisor on Budgeting, Planning and Forecasting, as well as Tax strategy and compliance.

You’re the ideal fit if:

• you have at least 5 years of experience in all aspects of accounting, preferably in small company environments
• you are extremely proficient in Excel, Outlook and the rest of the Microsoft suite of products
• you are comfortable in the software industry, particularly in ERP or Business Applications, and want to be in similar environments
• you have great attention to detail, are reliable, accurate, enthusiastic, energetic and positive
• you take initiative with little direction; you aren’t afraid to speak up when you need clarification to execute your duties well and on-time
• your former colleagues and peers say that you love a challenge, aren’t afraid to roll up your sleeves, bring new ideas to the table, and look at processes with a critical eye to figure out how to be more efficient or effective
• you are highly responsive and naturally prioritize client needs and requests
• you personify SquareWorks Consulting’s core values: Responsiveness; Dedication (you embody a customer-first mindset), Problem Solver, Collaboration and Thoroughness