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San Francisco, California | Direct Hire
About the position:
The position is an opportunity to join a small, growing firm in an exciting emerging industry doing meaningful work by providing the firm’ s bookkeeping and accounting and managing other firm operations. As is often the case in start-ups, the person in this role will be asked to wear multiple hats, including supporting the efficient functioning of the offices. Responsibilities will entail managing various aspects of the firm’ s financials and accounting, including the budgeting, forecasting, invoicing, receivables, reporting, and tax preparation for the accounting firm, payroll preparation for the payroll provider, preparing regular financial reports, leading the development of and production of the financial dashboard, and overseeing the firm’ s technology infrastructure and insurance policies, among other related tasks.
Core responsibilities include:
Perform all bookkeeping for the firm
Support partners in annual budgeting and financial forecasting process
Execute client billing and invoicing
Manage accounts receivables and payables
Manage reimbursement of expenses
Maintain and monitor cash flow
Close the books monthly and annually in a timely fashion
Produce monthly, quarterly, annual, and ad hoc financial reports
Ensure compliance with tax requirements and reporting
Support development and execution of administrative processes / systems
Oversee the efficient functioning of the offices, maintain facilities
Oversee the firm’ s insurance policies, potential risks, and technology infrastructure
The ideal candidate has a high level of attention to detail and accuracy, strong experience and knowledge of bookkeeping and accounting, and proficiency with related software tools. Candidates also must have a demonstrable track record of integrity and for protecting privacy and confidential financial, banking, and payroll information. The most successful candidates will be those interested in being part of a start-up and those who would gain satisfaction from having a supporting role in an organization committed to helping our clients achieve positive social and environmental change. Every member of the team embodies our firm’ s values: excellence, commitment, and openness. The team is fun, too, and often feels like an extended family for each of its members. The role would work with the partners of the firm and report directly to one of the partners.
Desired qualifications and experience level include:
Minimum bachelor’ s degree in a field related to accounting or finance, and/or a related certification or license
Minimum three years experience in accounting
Experience with online invoicing and billing
Exceptional attention to detail
Interest in utilizing financial analysis skills
Proficient with Microsoft Office and QuickBooks, with particularly outstanding skills with Excel
Demonstrated ability to exercise initiative, sound judgment, and discretion
Familiarity working with ADP for payroll is a plus
Financial modeling experience is a plus
Wollborg Michelson is an Equal Opportunity Employer