Financial Records Administrator

About the Role

Our company, Oakwood Financial Services, is seeking a highly skilled and detail-oriented Basic Bookkeeper to join our team on a part-time basis. As a key member of our accounting department, you will be responsible for maintaining accurate and up-to-date financial records, ensuring compliance with laws and regulations, and providing support to our senior accountants. With a strong focus on delivering high-quality services to our clients, we are looking for someone who is passionate about numbers, has excellent organizational skills, and is able to work independently.

Oakwood Financial Services has been providing expert accounting solutions to individuals and businesses for over a decade. Our team of experienced professionals is dedicated to providing exceptional service, building strong relationships with our clients, and staying up-to-date with the latest developments in the field. We are committed to fostering a collaborative and dynamic work environment that encourages growth, innovation, and excellence.

This opportunity is ideal for someone who is looking to gain experience in bookkeeping, expand their skill set, and work with a reputable company. You will have the chance to work on a variety of projects, develop your knowledge of financial software and systems, and contribute to the success of our team. If you are a motivated and organized individual with a passion for accounting, we encourage you to apply for this exciting opportunity.

Our company culture values integrity, professionalism, and teamwork. We believe in supporting our employees' growth and development, and we offer a range of benefits, including flexible working hours, ongoing training, and opportunities for advancement. If you are looking for a challenging and rewarding role with a dynamic and supportive team, we look forward to hearing from you.

Key Responsibilities

• Prepare and maintain accurate and up-to-date financial records, including general ledgers, accounts payable, and accounts receivable.
• Process and verify financial transactions, such as invoices, receipts, and payments.
• Reconcile bank statements and investigate any discrepancies or errors.
• Assist with budgeting and forecasting, including preparing financial reports and statements.
• Develop and implement effective filing systems, both physical and digital, to ensure easy access to financial documents and records.
• Collaborate with senior accountants to prepare financial statements, including balance sheets and income statements.
• Ensure compliance with laws and regulations, including tax laws and financial reporting requirements.
• Provide support to the accounting team during audits and financial reviews.
• Develop and maintain relationships with clients, including responding to inquiries and providing financial information.
• Stay up-to-date with changes in financial regulations, laws, and best practices, and apply this knowledge to improve our accounting processes and procedures.
• Assist with the development and implementation of new accounting systems and procedures.
• Prepare and submit financial reports to management and other stakeholders.
• Participate in ongoing training and professional development to improve skills and knowledge.
• Perform other accounting and bookkeeping tasks as required.

Requirements

• Diploma or certificate in accounting or a related field, or equivalent experience.
• At least 1 year of experience in bookkeeping or accounting, preferably in a similar industry or role.
• Proficient in financial software, including QuickBooks, Xero, or similar systems.
• Excellent organizational and time management skills, with the ability to prioritize tasks and meet deadlines.
• Strong attention to detail and ability to maintain accurate and up-to-date financial records.
• Effective communication and interpersonal skills, with the ability to work collaboratively with colleagues and clients.
• Ability to work independently and as part of a team, with a high level of self-motivation and discipline.
• Familiarity with financial regulations and laws, including tax laws and financial reporting requirements.
• Basic knowledge of accounting principles, including financial statements and budgeting.
• Proficient in Microsoft Office, including Excel, Word, and Outlook.
• Able to maintain confidentiality and handle sensitive financial information.

What We Offer

• Competitive hourly rate, with opportunities for bonuses and incentives.
• Flexible working hours, including the option to work from home or remotely.
• Ongoing training and professional development, including workshops, webinars, and online courses.
• Opportunities for advancement and career growth, including promotions and new challenges.
• A dynamic and supportive work environment, with a team of experienced and dedicated professionals.
• Access to the latest accounting software and technology, including financial systems and tools.
• A comprehensive benefits package, including health insurance, retirement plan, and paid time off.
• Recognition and rewards for outstanding performance, including employee of the month and year awards.

How to Apply

If you are a motivated and organized individual with a passion for accounting, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume, cover letter, and any relevant certifications or references. We thank all applicants for their interest; however, only those selected for an interview will be contacted.

To apply, please email your application to [careers@oakwoodfinancial.com](mailto:careers@oakwoodfinancial.com), or visit our website at oakwoodfinancial.com/careers. We look forward to hearing from you and exploring how you can contribute to the success of our team.