About the job
Join our dynamic team at crewbloom as a Part-Time Bookkeeper! We seek an organized and proactive individual to manage financial records and engage with clients in a fast-paced remote environment. Your role will encompass bookkeeping tasks, tracking commissions, managing investor logs, and fostering direct client relationships. If you have a passion for numbers and excel in providing empathetic support, we want to hear from you!
Key Responsibilities:
- Regularly maintain and update financial scorecards and Excel spreadsheets.
- Precisely track sales data and commissions through an enrollment tracker, ensuring accurate reporting.
- Record and manage investor logs, ensuring data accuracy for internal use and reporting.
- Reconcile financial records to align with transactions and forecasts.
- Proactively reach out to clients who have been declined to offer guidance and explore alternative solutions.
- Collaborate with the special financing department to provide tailored solutions for clients.
- Engage with clients professionally via phone and email, demonstrating empathy in all interactions.
- Conduct audits to identify and rectify discrepancies in financial records.
- Ensure the confidentiality of all financial documentation and client information.
