Rockstar
Fintech
BookkeepingTeamLead
Neural analysis suggests this role is
optimal for Mid candidates.
“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.
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
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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