Senior Financial Analyst

3 days ago

Calamba, Calabarzon, Philippines beBeeAccounting Full time ₱1,200,000 - ₱1,500,000
Lead Accountant Opportunity About the Role

We are seeking a skilled Lead Accountant to join our team. As a key member, you will be responsible for leading bookkeeping tasks, ensuring timely and accurate completion every month.

  • Bookkeeping & Operational Excellence: Take ownership of all bookkeeping tasks from your portfolio, reviewing and reconciling client accounts, identifying and resolving discrepancies efficiently. Prepare monthly financial reports including profit and loss statements and balance sheets.
  • Client Communication & Support: Serve as the primary point of contact for daily bookkeeping queries for your portfolio, ensuring professional and timely responses. Escalate complex client concerns to the Client Manager with well-documented context and recommended solutions.
  • Process Improvement & Documentation: Identify inefficiencies in workflows, recommend practical improvements to enhance accuracy and efficiency to the Client Manager. Develop and maintain detailed documentation of bookkeeping processes to support scalability and team alignment.
  • Reporting & Insight: Provide regular updates to the Client Manager on client account performance and operational progress. Highlight recurring challenges or risks, offering strategic solutions to mitigate them.
Key Responsibilities
  • Serve as a Bookkeeping Team Champion, acting as the first point of contact for day-to-day challenges and queries.
  • Provide guidance and ensure consistency in using required software, helping team members resolve issues effectively.
  • Collaborate with the Client Manager to identify training needs and process gaps within the team.
  • Support the Client Manager by facilitating a collaborative, problem-solving environment within the bookkeeping team.
What Success Looks Like
  • Bookkeeping Accuracy & Timeliness: All bookkeeping tasks for your portfolio are completed on time and meet high standards of accuracy.
  • Client Satisfaction: Positive feedback from clients and/or the Client Manager on the professionalism, responsiveness, and quality of your bookkeeping support.
  • Team Leadership: The bookkeeping team consistently turns to you for guidance on day-to-day challenges.
  • Software Proficiency: Team members are confident in using required software due to your guidance.
  • Effective Communication: Clear, actionable updates and insights are consistently provided to the Client Manager.

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