Systems and Data Support Specialist

New

KesefBookkeeping and Accounting

Remote (US)Full-TimeMiddle

Salary57,000 - 68,000 USD per year

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Job Details

Experience: Minimum of three years of experience
Required Skills: Artificial IntelligenceData AnalysisMicrosoft ExcelBookkeepingCRM

Bachelor's degree in Accounting, Information Systems, Business Administration or a related field, or an equivalent combination of education and experience.
Minimum of three years of experience in accounting, bookkeeping, financial operations, business systems support, or data management.
Experience supporting business applications, system implementations, or enterprise software.
Advanced proficiency in Microsoft Excel, including formulas, lookups, and data analysis.
Proficiency with Microsoft Office 365 applications.
Familiarity with using AI tools like ChatGPT or Claude.
Experience providing technical support and training to end users.
Experience with QuickBooks Online, CRM systems, and cloud-based business applications preferred.
Experience with Monday.com or similar project management platforms preferred.
Experience in financial and synagogue operations preferred.
Knowledge of Accounts Payable, General Ledger, and Payroll and pension processes preferred.

Assist with new client onboarding and internal system setup.
Set up and maintain client bank and payroll account integrations with QuickBooks Online and secure password management systems.
Troubleshoot software, bank, and payroll integration issues in coordination with clients and vendors.
Support the Payroll and Pension Department during peak processing times and annual reporting.
Maintain Monday.com board folders, CRM client lists, and newsletter mailing lists.
Contribute to AI and automation initiatives and workflow documentation creation.
Assist with financial reporting dashboards and cross-departmental operational support.

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