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We are looking for a detail-oriented and reliable Bookkeeper to join a small, family-owned investment trading company in Thonotosassa, Florida. This role requires someone who thrives in a small-office setting and can work independently while managing financial records and administrative tasks. The position offers opportunities for growth and flexibility, making it ideal for someone seeking a dynamic and engaging work environment.
Job Responsibility:
Manage accounts payable by processing a small volume of invoices weekly and issuing checks as needed
Perform bank and account reconciliations for multiple accounts, ensuring accuracy and attention to detail
Utilize QuickBooks for data entry and account management, maintaining organized and up-to-date financial records
Create and maintain Excel spreadsheets, including multi-tab setups and linked data
Organize and manage the owner's calendar, including scheduling appointments and creating daily agendas
Run occasional errands on behalf of the owner and assist with other ad hoc tasks
Provide support for investment research and analysis, with training provided to expand knowledge in this area
Collaborate with the owner to adapt to shifting priorities and multitask effectively under pressure
Maintain a respectful demeanor while working independently in a home-office environment
Requirements:
Minimum of 3 years of bookkeeping experience, preferably in a small business setting
Proficiency in QuickBooks and advanced Excel skills, including multi-tab spreadsheets and data linking
Strong organizational skills and the ability to manage multiple tasks simultaneously
Excellent communication skills and a detail-oriented approach
Ability to work independently with minimal supervision while maintaining accuracy and attention to detail
Flexibility to adapt to changing priorities and perform occasional errands as needed
Logical thinking and problem-solving abilities to address challenges effectively
Nice to have:
Familiarity with investment research and analysis is a plus but not required
familiarity with pivot tables is a plus
What we offer:
medical, vision, dental, and life and disability insurance