Bookkeeper
New
C
CrewBloomFinance & Accounting
Philippines. India, EST 8 AM - 6 PMPart-Time
Salary not disclosed
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Job Details
- Required Skills
- Data AnalysisFinancial ManagementMicrosoft ExcelAccountingBookkeepingCustomer support
Requirements
- Proven experience in bookkeeping, accounting, or a related field.
- Advanced proficiency in Microsoft Excel and familiarity with financial management tools.
- Exceptional organizational skills and a keen attention to detail.
- Strong mathematical aptitude and analytical skills.
- Comfortable and confident communicating with clients, particularly in sensitive or declined situations.
- Empathy and professionalism when handling client inquiries or challenges.
- Excellent time management skills and ability to juggle multiple tasks.
- Must be able to align with EST working hours (8 AM to 6 PM).
- Minimum 15mbps main internet and 10mbps backup internet.
- Desktop/laptop with i5 processor and 8GB RAM minimum (plus i3 backup).
- Must have a webcam, noise-canceling USB headset, smartphone, and quiet home office.
Responsibilities
- Maintain and update financial scorecards and Excel spreadsheets weekly.
- Accurately track sales data and commissions using an enrollment tracker.
- Record and manage investor logs, maintaining current and accurate data.
- Reconcile records to align financial data with current transactions and forecasts.
- Proactively contact clients who have been declined to provide guidance and explore alternative solutions.
- Collaborate with the special financing department to facilitate customized client solutions.
- Communicate professionally and empathetically with clients via phone and email.
- Conduct regular audits to identify and resolve discrepancies in financial records.
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