Senior Specialist, Bookkeeping

Posted 3 Days Ago
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Philippines
Senior level
Software
SaaS platform aimed at helping our homeservices professionals streamline and scale their businesses
The Role
The Senior Specialist in Bookkeeping is responsible for onboarding clients, managing bookkeeping tasks, ensuring month-end reconciliations, and providing high-quality customer support. They will guide clients through the onboarding process, maintain detailed documentation, and mentor junior team members while focusing on improving the efficiency of accounting solutions for home service professionals.
Summary Generated by Built In

Why Housecall Pro?

Help us build solutions that build better lives. At Housecall Pro, we show up to work every day to make a difference for real people: the home service professionals that support America’s 100 million homes.

We’re all about the Pro, and dedicate our days to helping them streamline operations, scale their businesses, and—ultimately—save time so they can be with their families and live well. We care deeply about our customers and foster a culture where our company, employees, and Pros grow and succeed together. Leadership is as focused on growing team members’ careers as they expect their teams to be on creating solutions for Pros.

Role Overview:

As a Senior Bookkeeping Specialist, you are a strong multi-tasker, responsible for onboarding and  managing ongoing bookkeeping tasks (including month-end reconciliation and close, and portfolio management), and the support and long-term success of our accounting customers. You are a great communicator who is comfortable taking on complex accounting projects with a diverse set of stakeholders. You are a true consultant for small business accounting in the U.S. home services space and bring an analytical mind to constantly improve the efficiency and efficacy of your projects.

Our Accounting Solutions team is focused on partnering with our service professionals to successfully onboard, deliver bookkeeping, and support their businesses. As one offering within our broader fintech suite, Accounting Solutions team members will also gain exposure to a wide variety of other embedded financial products including payments, banking, card issuance, and more. Our team is passionate, empathetic, hard working, and above all else focused on improving the lives of our Pros. Our success is their success.

What you do each day:   

  • Ensure quality assurance on all month-end reconciliations
  • Meet month-end service delivery deadlines for all dedicated accounts, including all actions necessary to deliver completed and reconciled books 
  • Exhibit discretion and project management skills when driving projects that ensure the accuracy of past, present, and future bookkeeping data
  • Guide our customers through a white-glove onboarding journey and ensure that each customer is confident and has completed books once the onboarding journey is complete
  • Create detailed documentation on client account statuses and issues
  • Communicate best practices in resolutions to other team members and assess priorities
  • Foster exceptional customer experiences and interactions, and employ robust organizational and communication skills to guarantee timely client follow-ups
  • Serve as a role model and mentor for junior team members

Qualifications: 

  • 3+ years of U.S. bookkeeping/accounting experience with in-depth understanding of SMB accounting methods and processes, including:
    • Consolidation and preparation of financial statements
    • Month-end book close and consolidation process, including journal entries, account reconciliations and flux analysis, A/P and A/R
  • Bachelor's degree in Accounting or Finance, a similar certification or level of experience (such as QBO Proadvisor)

What will help you succeed in this role:

  • Finding joy in accuracy and efficiency
  • Strong expertise in troubleshooting any bookkeeping and tax-related questions
  • Track record of managing multiple projects with a strong attention to detail
  • Strong written and verbal communication skills
  • Excellent people skills: must be personable, patient, and good-humored
  • Self-starter mentality and independent thinker; intelligent and effective problem-solver
  • Interest or experience in home service business trades is a plus

Founded in 2013, Housecall Pro helps home service professionals (Pros) streamline every aspect of their business. With easy-to-use tools for scheduling, dispatching, payments, and more, Housecall Pro enables Pros to save time, grow profitably, and provide best-in-class service.

Housecall Pro’s brand portfolio includes CONQUER, a business coaching solution for home services businesses. Our brands are united by a singular mission to champion our Pros to success.

We support more than 40,000 businesses and have over 1,800 ambitious, mission-driven, genuinely fun-loving teammates across the globe. If you want to do work that impacts real people, supported by a team that will invest in you every step of the way, we’d love to hear from you.

Housecall Pro celebrates diversity and we are committed to creating an inclusive environment. We are an equal opportunity employer and do not discriminate on the basis of gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. 

Location Dependent Information

This role is open to candidates and the expected compensation range for this role is $15,100-$18,900 USD/year. The specific compensation for the successful candidate will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. This is a full time independent contract role. 

 #LI-Remote

The Company
Denver, CO
210 Employees
Hybrid Workplace
Year Founded: 2013

What We Do

At Housecall Pro, we're committed to making the everyday lives of home services professionals better by providing solutions that support their paths to success. Our core SaaS software platform runs all aspects of a home services business, including scheduling, dispatching, job management, invoicing, payment processing, and marketing. Housecall Pro will be there to help these businesses that keep America’s homes working navigate the transition to technology adoption.

Why Work With Us

At Housecall, we do culture a little differently. We believe it's about creating a team that loves each other's company and respects each other's skill. It's about working alongside people who will challenge your boundaries one minute and grab tacos with with you the next (and who doesn't love tacos?).

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