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Financial Bookkeeper/Analyst

hatch I.T. is partnering with Packaged Agile to find a Financial Bookkeeper/Analyst. See details below:


About the Role:

Packaged Agile is seeking a Financial Bookkeeper/Analyst to join their team. This role encompasses a range of responsibilities, including recording daily financial transactions, maintaining a general ledger, and preparing trial balances for accountants. The successful candidate will be responsible for working with CPAs to enable tax compliance, monitoring cash flow, and producing and interpreting financial reports.

This is a part-time role. The employee will work 40 hours per month, and work hours are flexible. The company is proud to be a United States Small Business Administration (SBA) HUBZone-certified company. Candidates must reside in an SBA HUBZone or be willing to relocate.


About the Company:

Packaged Agile is a boutique agile and digital services-focused coaching and consulting company. We help our clients deliver measurable value to their customers and aspire to bring "good agile" to clients across the public and private sectors.We hire passionate people who believe in agility, understand how to meet people where they are, and treat them with respect while helping them succeed. And we want to hire people that see their continuous growth and improvement as a way of life.We are proud to be a United States Small Business Administration (SBA) HUBZone-certified company. We prefer candidates who reside in an SBA HUBZone or are willing to relocate.


Key Responsibilities:
  • Manage the day-to-day financial transactions, including accounts payable/receivable, payroll, and general ledger entries.
  • Maintain accurate and up-to-date records of financial transactions and ensure their proper classification and coding.
  • Prepare and analyze financial statements, reports, and budgets to provide insights into the company's financial performance.
  • Reconcile bank statements, credit card statements, and other accounts to ensure accuracy and identify discrepancies.
  • Run payroll and generate related reports.
  • Generate, send, and track invoices, and follow up on aging receivables.
  • Assist with the preparation of tax returns, financial audits, and regulatory reporting.
  • Define bookkeeping policies and procedures.


Requirements and Skills:
  • You MUST live in an SBA HUBZone. 
  • Proven experience as a bookkeeper.
  • Solid understanding of accounting principles, financial statements, and general ledger functions.
  • Proficiency using QuickBooks Online and Microsoft Excel.
  • Excellent attention to detail and accuracy in data entry and financial record-keeping.
  • Analytical mindset with the ability to identify and investigate financial discrepancies.
  • Excellent communication skills to convey complex data clearly.
  • US Citizenship or Green Card status.
  • Bachelor's degree in accounting, finance, or a related discipline.
  • CPA designation is desirable.


$17 - $25 an hour
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Average salary estimate

$43000 / YEARLY (est.)
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$34000K
$52000K

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What You Should Know About Financial Bookkeeper/Analyst, Hatch IT

Packaged Agile, a dynamic and innovative consulting company based in Leesburg, VA, is on the lookout for a talented Financial Bookkeeper/Analyst to join their dedicated team. In this part-time position, which requires just 40 hours a month with flexible working hours, you'll play a pivotal role in managing the day-to-day financial operations of the company. Your responsibilities will include recording daily financial transactions, maintaining a meticulous general ledger, and preparing trial balances that keep our accountants informed and organized. You'll also collaborate with CPAs to ensure tax compliance and keep a close eye on cash flow. Beyond those basics, your analytical skills will come into play as you produce and interpret financial reports, providing valuable insights into the financial health of Packaged Agile. We value passionate individuals who thrive in agile environments and aim for continuous growth both personally and professionally. If you live in an SBA HUBZone or are open to relocating, we want to hear from you. Join us in helping clients achieve their goals and deliver meaningful value to their customers.

Frequently Asked Questions (FAQs) for Financial Bookkeeper/Analyst Role at Hatch IT
What are the key responsibilities of the Financial Bookkeeper/Analyst at Packaged Agile?

As a Financial Bookkeeper/Analyst at Packaged Agile, your primary duties will include managing daily financial transactions such as accounts payable and receivable, payroll management, and maintaining an accurate general ledger. You will also be tasked with generating financial reports, reconciling statements, and assisting with tax preparation and audits, all of which are vital to the company’s financial integrity.

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What skills are required for the Financial Bookkeeper/Analyst position at Packaged Agile?

Candidates applying for the Financial Bookkeeper/Analyst role at Packaged Agile should possess a solid understanding of accounting principles and financial statements, with a proven track record as a bookkeeper. Proficiency in QuickBooks Online and Microsoft Excel is essential, along with exceptional attention to detail, accuracy in data entry, and strong analytical skills to investigate financial discrepancies.

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Is there a specific location requirement for the Financial Bookkeeper/Analyst job at Packaged Agile?

Yes, to qualify for the Financial Bookkeeper/Analyst position at Packaged Agile, you must reside in an SBA HUBZone, or be willing to relocate there. This requirement is in line with our commitment to being a HUBZone-certified company, which helps us to support economically distressed areas.

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What is the salary range for the Financial Bookkeeper/Analyst at Packaged Agile?

The salary range for the Financial Bookkeeper/Analyst position at Packaged Agile is competitive, offering between $17 to $25 an hour. This compensation reflects the importance of the role and the expertise required to manage our company's financial operations effectively.

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What qualifications are preferred for the Financial Bookkeeper/Analyst position at Packaged Agile?

While a Bachelor’s degree in accounting, finance, or a related discipline is a basic requirement for the Financial Bookkeeper/Analyst role, candidates with a CPA designation are preferred. This additional qualification showcases a higher level of expertise in accounting practices, which will benefit the financial management at Packaged Agile.

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Common Interview Questions for Financial Bookkeeper/Analyst
Can you explain your experience with bookkeeping and financial analysis?

In answering this question, you should detail your relevant experience as a bookkeeper, perhaps mentioning specific software you've used, like QuickBooks Online, and types of financial reporting you've handled. Highlight your success in managing accounts and any improvements you've made to financial processes.

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How do you ensure accuracy in your financial records?

Discuss your methodical approach to financial record-keeping. You might explain how you double-check entries, reconcile accounts regularly, and utilize tools or software to minimize errors. Emphasize the importance of attention to detail in your approach.

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What strategies do you use to manage your workload in a part-time role?

Explain how you prioritize tasks, use scheduling tools, and set deadlines for yourself to stay organized. Mention any techniques that help you remain efficient while delivering high-quality work within the limitations of part-time hours.

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How do you handle discrepancies in financial reports?

Here, you can outline your investigative approach to identifying discrepancies. You could mention cross-referencing different documents, discussing the issue with team members, and employing problem-solving skills to resolve any issues that arise.

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What do you know about Packaged Agile and its mission?

This is a great opportunity to showcase your research skills. Discuss Packaged Agile’s commitment to delivering measurable value and its focus on agility in both public and private sectors. Connect your knowledge to your personal and professional values.

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Can you provide an example of how you’ve assisted in tax preparation?

Share specific examples of your experiences related to tax preparation. Discuss the tasks you were responsible for, any software you used, or how you worked alongside accountants to ensure compliance.

Join Rise to see the full answer
Describe your proficiency with Excel and how you've applied it in previous roles.

Detail your experience with Excel, including specific functions you are familiar with, like pivot tables, VLOOKUP, or creating financial models. Provide examples of how you used Excel to analyze data and support financial decision-making.

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What methods do you use to stay updated on accounting principles and regulations?

Share how you pursue continuous learning, referencing specific resources like online courses, webinars, professional accounting organizations, or publications you follow. Highlight how this commitment helps improve your performance as a Financial Bookkeeper/Analyst.

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How would you communicate complex financial data to someone without a finance background?

This is an opportunity to showcase your communication skills. Explain your approach to breaking down complex data into digestible information, possibly using visuals or relatable analogies to ensure understanding.

Join Rise to see the full answer
What are your long-term career goals, and how does the position at Packaged Agile fit into them?

Discuss your aspirations in terms of professional development. Share how the Financial Bookkeeper/Analyst role aligns with your goals for growth in the accounting field, such as gaining experience in a consulting environment and contributing to meaningful projects.

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hatch I.T. connects local engineers, startups, investors, and corporate leaders who share a common vision of strengthening the startup & innovation landscape in the DMV region.

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DATE POSTED
April 5, 2025

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