We're seeking a detail-oriented Data Specialist to join our team. This role provides foundational experience in bookkeeping and accounting while allowing for professional growth in a supportive environment.
Key Characteristics for Success
Self-motivated and resourceful
Strong attention to detail
Problem-solving mindset
Reliable and committed to deadlines
Excellent communication skills
Primary Responsibilities
Download, organize, and securely store client financial statements
Enter transactions accurately in QuickBooks Online and other accounting platforms
Perform bank and credit card reconciliations
Assist with basic financial review processes
Save documentation according to company protocols
Communicate with team members regarding client data
Troubleshoot discrepancies and report to accountants
Required Qualifications
Basic understanding of financial transactions and statements
Excellent computer skills and ability to learn new software
Professional written and verbal communication
Ability to work independently while maintaining team connections
Ability to maintain confidentiality with sensitive financial information
Our Values in Action
Fearlessness: Taking initiative to solve problems independently
Kindness: Supporting team members through clear communication
Precision: Ensuring accuracy in all data entry and reconciliation
Unconventionality: Finding creative ways to improve processes
Smart: Making intelligent decisions about transaction classifications
Work Environment
100% remote position
20-40 hours weekly (minimum 20 hours required)
Flexible scheduling between 7:00 AM - 7:00 PM Mountain Time
Must be located in: Utah, Colorado, Idaho, Nevada, Texas, Oklahoma, or Kansas
Benefits
Competitive compensation based on experience
401(k) eligibility after working 1,000 hours in your first year
Professional development resources