Bookkeeper

Investment Partners LLC

Modesto (CA)

A distancia

USD 110.000 - 148.000

Jornada completa

14 días+

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Descripción de la vacante

Investment Partners LLC, based in Modesto, CA, seeks a Bookkeeper who can build models today and defend them in the boardroom tomorrow. The role emphasizes five years of audit experience and a deep understanding of finance workflows to support accurate forecasting and grant reporting.

You will collaborate with CFO and analysts, develop scalable reconciliation processes, and contribute to strategic budgeting in a remote-friendly environment with full benefits.

Formación

  • Pattern recognition across finance engagements.
  • Ability to own finance decisions in a California market.
  • Momentum in improving finance processes and workflows.

Responsabilidades

  • Steer the remote grant reporting that keeps funders confident.
  • Coach senior analysts on how a clean reconciliation should feel.
  • Build the Anaplan model that finally retires the manual workbook.
  • Model the runway so Investment Partners LLC always knows its next funding date.
  • Reconcile the loan amortization schedule against every lender statement.
  • Field the growth-minded ad-hoc analysis the CFO needs before Monday.
  • Collaborate cross-functionally to improve forecasting accuracy.
  • Build budget-vs-actual reviews managers across Modesto look forward to

Conocimientos

Pattern recognition
Finance decision-making
Forecasting awareness

Educación

ACCA credentials

Herramientas

Anaplan

Descripción del empleo

Investment Partners LLC wants a Bookkeeper in Modesto, CA who can build models today and defend them in the boardroom tomorrow. The Modesto role is less about the $110,000 - $148,000 and more about what 5 years of External Audit lets you own at Investment Partners LLC.

Key Responsibilities
  • Steer the remote grant reporting that keeps funders confident
  • Coach senior analysts on how a clean reconciliation should feel
  • Build the Anaplan model that finally retires the manual workbook
  • Model the runway so Investment Partners LLC always knows its next funding date
  • Reconcile the loan amortization schedule against every lender statement
  • Field the growth-minded ad-hoc analysis the CFO needs before Monday
  • Collaborate cross-functionally to improve forecasting accuracy
  • Build budget-vs-actual reviews managers across Modesto look forward to
What You'll Bring
  • Comfort owning finance decisions in a CA market
  • Pattern recognition earned across many finance engagements
  • Familiarity with Investment Partners LLC-scale workflows, or the appetite to reach them
  • 6+ years of ACCA reps, not just ACCA exposure
  • A history of leaving finance processes better than you found them

With roots in Modesto, CA and a thoughtfully-bold outlook, Investment Partners LLC delivers software that scales with our customers. Psychological safety is something we actively build, so disagreeing in good faith is encouraged.

You get $110,000 - $148,000, a growth runway, a mentor, full benefits, and a flexible Modesto, CA setup, no fine print, no catch.

Still warm and still open, this remote listing just got updated.

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