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San Francisco, California | Direct Hire

Job ID: 54748 Position: Accounting

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

Alan Gonzalez
Direct Hire Recruiter

Alan was born and raised in Miami, FL. He graduated from the University of Florida in 2010 and moved to the Bay Area in 2014 to take a crack at the tech sales world. He comes to us with over 10 years of sales experience, bringing a unique set of skills to our company. After selling consumer products, mobile devices, and software he has moved onto helping connect candidates to their dream jobs. In his free time Alan enjoys spending time with his family, hiking, and exploring microbreweries around the Bay Area.

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