Review and process daily financial transactions imported into QuickBooks Online (QBO)
Ensure accounting records are accurate, complete, and properly categorized
Assist with maintaining organized financial documentation and records

Reconcile bank accounts and other balance sheet accounts using QuickBooks Online
Investigate and resolve discrepancies in a timely manner
Maintain supporting schedules and reconciliation documentation

Maintain Excel-based schedules supporting general ledger activity, including prepaid expense amortization schedules and other accounting support files
Generate recurring financial and operational reports from QuickBooks Online
Assist with financial analysis and reporting requests as assigned

Bachelor's degree in Accounting
Strong understanding of accounting principles and financial reporting concepts
Strong Microsoft Excel skills, including working with large datasets and multiple data sources
Excellent attention to detail and organizational skills
Strong analytical and problem-solving abilities
Ability to manage multiple priorities and meet deadlines
Strong written and verbal communication skills
Interest in pursuing CPA certification within the next 1–3 years

Internship, academic project, or professional experience in accounting, finance, or bookkeeping
Experience with QuickBooks Online or QuickBooks Enterprise
Experience with account reconciliations and journal entries
Exposure to financial reporting or month-end close activities
Prior healthcare or professional services industry experience

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