Chief Financial Specialist

2 weeks ago

Antipolo City, Calabarzon, Philippines beBeeAccountant Full time ₱450,000 - ₱550,000

Job Title:

Main Responsibilities:
  • Financial Leadership and Compliance:
    • Ensure timely and accurate completion of bookkeeping tasks for client portfolio, ensuring high standards are maintained.
    • Communicate with HMRC as necessary.
    • Review and reconcile client accounts to identify discrepancies and resolve them efficiently.
    • Prepare monthly financial reports including profit and loss statements and balance sheets.
    • Manage year-end accounts preparation, ensuring accuracy, completeness, and compliance with relevant regulations.
    • End-to-end payroll management, ensuring accurate calculations, timely submissions, and full compliance with regulations.
  • Customer Service and Support:
    • Serve as primary point of contact for daily bookkeeping queries for client portfolio.
    • Escalate complex client concerns to the Client Manager with well-documented context and recommended solutions.
  • Process Improvement and Documentation:
    • Identify inefficiencies in workflows and recommend practical improvements.
    • Develop and maintain detailed documentation of bookkeeping processes.
    • Record and track all work in Practice Manager software, ensuring real-time visibility and reporting.
  • Reporting and Insight:
    • Provide regular updates to the Client Manager on client account performance and operational progress.
    • Highlight recurring challenges or risks and offer strategic solutions to mitigate them.
  • Beyond Standard Bookkeeping Tasks:
    • Act as first point of contact for the bookkeeping team regarding day-to-day challenges and queries.
    • Provide guidance and ensure consistency in using required software.
    • 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.

Key Performance Indicators:

  • Financial Accuracy and Timeliness: All bookkeeping tasks completed on time and meet high standards of accuracy.
  • Customer Satisfaction: Positive feedback from clients and/or the Client Manager on professionalism, responsiveness, and quality of bookkeeping support.
  • Team Leadership: The bookkeeping team consistently turns to you for guidance on day-to-day challenges.
  • Software Proficiency: Team members confident in using required software due to your guidance.
  • Effective Communication: Clear, actionable updates and insights consistently provided to the Client Manager.

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