Cloud Accounting Advisor for Small Businesses

Collective; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Collective is seeking an accounting professional to manage a portfolio of members, perform monthly closes, and provide strategic financial guidance. The role emphasizes accurate categorization of transactions, reconciliation, and preparation of P&L and Balance Sheet statements.

A tech-forward mindset supports cloud accounting tools, CRM, and automation throughout the close process. Applicants should have 2+ years of accounting experience and a Bachelor's degree in Accounting.

Qualifications

• 2+ years of accounting experience.
• Bachelor's degree in Accounting.
• Experience with financial reporting and month-end close.

Responsibilities

• Categorize transactions, reconcile accounts, and prepare P&L and Balance Sheet statements.
• Manage AI exception workflows and escalate ledger discrepancies before close.
• Manage a portfolio of members, executing monthly closes and delivering financial guidance.

Skills

Accounting

Account reconciliation

Month-end close

Education

Bachelor's in Accounting

Tools

Cloud-based accounting tools

CRM

Automation

Job description

Collective is seeking an accounting professional to manage a portfolio of members, perform monthly closes, and provide strategic financial guidance. The role emphasizes accurate categorization of transactions, reconciliation, and preparation of P&L and Balance Sheet statements.

A tech-forward mindset supports cloud accounting tools, CRM, and automation throughout the close process. Applicants should have 2+ years of accounting experience and a Bachelor's degree in Accounting.