Rockstar

Fintech

BookkeepingTeamLead

SANTA ISABEL, United States Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Bookkeeping Team Lead at Rockstar. Skills: Bookkeeping Team Lead, monthly close processes, financial reports review, operational dashboards monitoring, client service, process improvement, internal controls strengthening, team development. Lead and supervise a team of bookkeepers, providing day-to-day direction, coaching, and performance management. Review monthly reports, including Income Statement and Balance Sheet, to ensure completion of all bookkeeping processes, and complete month-end adju”

What You'll Achieve.

timely, accurate completion of monthly close processes; high standards for quality, consistency, and client service; improving internal processes; strengthening controls; driving operational excellence

Industry & Context.

Fintech
Problems you'll solve

resolve escalations related to accounting questions, workflow blockers, and client needs; drive resolution of overdue tasks; resolving complex accounting questions, workflow blockers, and client issues

Eligibility Requirements

Commitment to maintaining confidentiality and integrity in handling sensitive financial information

What They're Looking For.

Must Have

5+ years of experience in bookkeeping or accounting roles, minimum of 2 years of experience in a management role, understanding of bookkeeping fundamentals, including reconciliations, month-end close, and financial statements, attention to detail and accuracy in financial record-keeping, Excellent organizational and time management skills, with the ability to prioritize tasks effectively, Proven experience managing deadlines and coordinating high-volume recurring workflows, communication skills, both written and verbal, with the ability to interact professionally with both coworkers and bookkeeping clients, Ability to work independently with minimal supervision and as part of a collaborative team environment, Commitment to maintaining confidentiality and integrity in handling sensitive financial information

Nice to Have

excitement to learn the company's proprietary bookkeeping software

What You'll Do.

Lead and supervise a team of bookkeepers

providing day-to-day direction

and performance management

Review monthly reports

including Income Statement and Balance Sheet

to ensure completion of all bookkeeping processes

and complete month-end adjustments to ensure accuracy

Own the timely and accurate completion of monthly bookkeeping close processes across a portfolio of clients

Review operational dashboards and reporting tools to track progress

and drive resolution of overdue tasks

Maintain consistency and quality across team outputs by enforcing processes

and internal controls

Serve as the primary escalation point for bookkeepers

resolving complex accounting questions

Maintain organized and accurate document records for each client

Identify opportunities to streamline bookkeeping processes

and enhance internal controls

Support training and coaching for the bookkeeping team as new features and tools are introduced to the company's bookkeeping software

How You'll Work.

Team & Collaboration

work as part of a collaborative team environment; interact professionally with both coworkers

Communication Scope

communication skills, both written and verbal; ability to interact professionally with both coworkers and bookkeeping clients

Process & Methodology

time management skills, prioritize tasks effectively, managing deadlines, coordinating high-volume recurring workflows

Full Job Description

Rockstar is recruiting for a fintech company dedicated to empowering US small businesses. The client addresses a critical market need: 50% of US Small Businesses fail within the first five years, and 82% of those cite cash flow management and visibility as the primary reason. The company is on a mission to change that by offering integrated bookkeeping services that provide a clear picture of business performance, directly within the systems small businesses already use. ### **Role Overview** They are looking for an experienced Bookkeeping Team Lead to oversee a team of bookkeepers and ensure the timely, accurate completion of monthly close processes across a portfolio of clients. In this role, the candidate will provide day-to-day leadership and performance management while maintaining high standards for quality, consistency, and client service. The candidate will review financial reports, monitor operational dashboards, and resolve escalations related to accounting questions, workflow blockers, and client needs. The ideal candidate is highly organized, detail-oriented, and confident managing recurring deadlines in a fast-paced environment. The candidate will also play a key role in improving internal processes, strengthening controls, and supporting the team. This is an opportunity for a hands-on leader who enjoys developing people while driving operational excellence. ### **Key Responsibilities** * Lead and supervise a team of bookkeepers, providing day-to-day direction, coaching, and performance management. * Review monthly reports, including Income Statement and Balance Sheet, to ensure completion of all bookkeeping processes, and complete month-end adjustments to ensure accuracy. * Own the timely and accurate completion of monthly bookkeeping close processes across a portfolio of clients. * Review operational dashboards and reporting tools to track progress, identify open items, and drive resolution of overdue tasks. * Maintain consistency and quality across t

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