Financial Operations Specialist
3 days ago
We are seeking a highly skilled Senior Bookkeeper to join our team. The ideal candidate will have 3+ years of experience in SMB or franchise bookkeeping, with a strong focus on multi-unit operations.
The Senior Bookkeeper will be responsible for managing the day-to-day financial activities of multiple locations, ensuring timely period closes and delivering accurate unit economics.
The role requires proficiency in QuickBooks Online and at least one Point of Sale (POS) system. Experience with Xero and marketplace/aggregator reconciliations is a plus.
Key Responsibilities:- Own daily posting and month-end close for multiple locations; maintain standardized chart of accounts by brand.
- Reconcile bank/credit card/merchant accounts and third-party delivery or marketplace deposits.
- Match POS sales to deposits and resolve over/short cash variances.
- Record daily sales summaries (net of discounts, comps, refunds, taxes, tips).
- Track inventory/COGS and waste; post landed costs; help implement perpetual or period inventory where applicable.
- Run three-way match for vendor bills (PO/invoice/receipt) where used; code shared costs across locations.
- Process payments, credit memos, and vendor statements; manage W-9 collection and 1099-NEC vendor lists.
- Prepare payroll inputs (hours, tips, PTO) and reconcile payroll journals; coordinate with providers.
- Track labor % by location/department and accrue payroll taxes/benefits as needed.
- Prepare sales/use tax workpapers across states; coordinate e-filings.
- Support CPA with 941/940, state filings, and annual returns; maintain audit-ready records.
- Deliver location P&L, balance sheet, cash flow and consolidated roll-ups on a monthly close.
- Build simple KPI packs: sales mix, AOV, labor %, COGS %, prime cost, ad-fund %, royalty %, occupancy %, EBITDA.
- 3+ years in SMB or franchise bookkeeping (multi-unit strongly preferred).
- Proficient with QuickBooks Online (classes/locations, bank rules, recurring journals); Xero a plus.
- Hands-on with at least one POS listed above and marketplace/aggregator reconciliations.
A competitive salary with performance incentives, a fully remote environment with predictable close calendar and US-hours overlap, and growth opportunities into Senior Bookkeeper / Client Accounting Manager roles.
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