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:
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Work Location: In person
