Position Title: Senior Bookkeeper
Department: Bookkeeping and Financial Services
Reports to: Team Lead

Position Summary:

At CDC Bookkeeping, we are transforming bookkeeping into a rewarding career path with growth, learning, and impact. The Senior Bookkeeper at CDC Bookkeeping is a key role, responsible for independently managing complex client accounts, meeting deadlines, and delivering high-quality financial services. This position requires advanced bookkeeping skills, the ability to work autonomously, and strong organizational capabilities to manage multiple clients effectively. The Senior Bookkeeper also plays a pivotal role in mentoring and guiding Junior and Enhanced Junior Bookkeepers, helping to foster growth and development across the team.

Key Responsibilities:

Advanced Bookkeeping and Client Management

Independently manage full-cycle bookkeeping tasks for multiple clients, including complex reconciliations, adjustments, and multi-entity accounts.
Handle client accounts with minimal supervision, proactively identifying and addressing client needs, discrepancies, and opportunities for process improvements.
Develop customized bookkeeping solutions tailored to individual client requirements and ensure compliance with accounting standards.

Client Communication and Relationship Management

Serve as the primary point of contact for assigned clients, ensuring timely responses, clear communication, and a proactive approach to client inquiries.
Provide clients with insights into their financial data, offering recommendations to support financial decision-making.

Autonomy and Deadline Management

Schedule and prioritize daily tasks to meet client deadlines, balancing multiple projects while ensuring timely completion of month-end and year-end processes.
Maintain a high level of organization in tracking client files, deliverables, and timelines, ensuring that all commitments are met.

Mentorship and Training

Mentor Junior and Enhanced Junior Bookkeepers, offering guidance on bookkeeping practices, client communications, and best practices for efficiency and accuracy.
Provide constructive feedback and help junior team members develop their skills, fostering a supportive learning environment.
Lead by example in maintaining CDC’s high standards for client service, professionalism, and confidentiality.

Financial Reporting and Analysis

Prepare detailed financial reports, such as income statements, balance sheets, and cash flow statements, customized for client needs.
Conduct year-end preparations and provide data to external accountants as needed for tax preparation and other reporting requirements.

Process Improvement and Strategic Initiatives

Identify opportunities for process improvement within client files and internal operations, implementing solutions to enhance efficiency.
Participate in strategic initiatives to improve CDC’s bookkeeping processes, contributing ideas and insights from client interactions.

Qualifications:

Education: Post-secondary degree or diploma in Accounting, Finance, or related field preferred; bookkeeping certification is an asset.
Experience: 3-5 years of bookkeeping experience, with a proven ability to manage complex accounts and provide client-facing services.
Technical Skills: Advanced proficiency in QuickBooks, Microsoft Office Suite, and familiarity with other accounting software.
Soft Skills: Exceptional organizational skills, strong communication abilities, and a collaborative mindset.
Analytical Skills: Skilled in identifying financial trends, resolving discrepancies, and applying a strategic approach to bookkeeping.

Core Competencies:

Client-Centered Approach: Builds strong client relationships, providing proactive, high-quality service tailored to individual client needs.
Autonomy and Time Management: Demonstrates excellent time-management skills, independently scheduling and completing tasks to meet deadlines.
Problem-Solving and Strategic Thinking: Analyzes and resolves complex client issues, bringing strategic insights and improvements to client accounts.
Mentorship and Leadership: Provides constructive mentorship to Junior Bookkeepers, supporting team growth and maintaining CDC’s standards.
Professionalism and Confidentiality: Upholds CDC’s commitment to professionalism and confidentiality in all client interactions and internal communications.
Adaptability and Continuous Learning: Stays current with bookkeeping best practices, continuously refining skills to meet evolving client and industry needs.

What We Offer:

A supportive environment focused on skill-building and professional growth.
Mentorship from experienced bookkeepers, with opportunities to learn hands-on in the field.
A competitive salary and benefits package, with access to an on-site gym to support your well-being.
Professional development opportunities, including training reimbursement for relevant certifications.

Job Type: Full-time

Benefits:

Company events
Dental care
Disability insurance
Employee assistance program
Extended health care
Life insurance
On-site gym
On-site parking
Paid time off
Vision care
Work from home

Flexible language requirement:

French not required

Schedule:

8 hour shift
Day shift
Monday to Friday

Work Location: In person

CDC Bookkeeping

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