Accounting Analyst (Bookkeeper+)

Position: US Accounting Analyst (Bookkeeper+)

Location: Remote (Based in the Philippines)

Reports To: US Accounting Manager

Application Instructions: To complete apply, please also fill out the form through this link: https://forms.gle/tDJmdjvYRp9wx9R97

There are a lot of words here. Our goal with every Job Description is to create a “no surprises” job outlook. Meaning this job description lays out what we know to be true about this role, what we know we’re looking for, what the daily ebbs and flows look like. What this doesn’t include is your growth path, or all the possibilities for what you can be involved in, ultimately that’s for us to craft together as you grow. We at Multiply believe deeply in the growth opportunity of our clients, and that’s no different for our team. So, if you’re just looking for a job, this isn’t it, but if you’re looking for a journey and your oxygen is meaningful work ... read on. Read on.

Company Overview: Multiply Advisors is committed to empowering small business owners in the US with financial clarity and confidence. By leveraging our expertise in tax regulations and accounting, along with advanced technology, we deliver tailored financial solutions designed to drive business growth and informed decision-making. We believe in transforming numbers into a vision that supports lasting, impactful relationships.

Role Summary: We are seeking a detail-oriented and highly proficient US Accounting Analyst to join our team. This is a hands-on, technical role where you will take charge of essential bookkeeping and accounting tasks, from maintaining accurate client books to preparing financial statements and ensuring timely account reconciliations each month. This role is not for someone who is looking for a traditional bookkeeper role. This role is for someone with a strong bookkeeping background who wants to begin the process of growing beyond the foundations into the next level (hence why this role is called accounting analyst) Although, the traditional aspect of bookkeeping very much exists in this role, our design and expectation is from day 1 you’re on the track to develop and grow your analysis, consulting and process focused skillsets.

This role will possess five key responsibilities to ensure the financial well-being of our clients:

Big Picture Role Duties:

1. Prepare and analyze financial statements and reports on a monthly, quarterly, and annual basis

2. Maintain and update the client books, ensure monthly closures by the 15th, and reconcile accounts for accuracy.

3. Analyze, document, and recommend accounting processes and improvements, and coordinate with client advisors' team to implement changes.

4. Build analysis/advanced reporting skillset as you work on adding value to your clients

5. Assist with the preparation and planning of internal tax checklists and calculation of tax strategies (as interested)

Role Characteristics:

• Curiosity: You have a natural instinct to dig deeper when the numbers don’t align. Willingness to follow that feeling in your gut when something doesn’t seem quite right or the “better” answer is possible.
• Motivated by Meraki: Meraki is a term that means “Motivated by the essence of yourself that you put into your work.” No matter the obstacle, the daily rhythm, someone who has this Meraki in their life sees the opportunity in every obstacle and finds the spark to show up with energy and optimism. This motivation keeps you focused as you manage the tension between who you are and who you could be.
• Driven by Precision: Accuracy is everything in accounting, and you’re motivated by getting the details right. Whether it's balancing client books or reconciling accounts, you take pride in your meticulous attention to detail and strive for excellence in every task.
• Problem-Solver: You find satisfaction in identifying inefficiencies or gaps in accounting processes and coming up with solutions to improve them. Challenges don’t discourage you; they energize you, knowing each one is an opportunity to create a smoother, more effective system.
• Adaptable: The world of accounting is dynamic, with regulations, client needs, and systems constantly evolving. You are mentally flexible and able to adapt quickly to new processes, tools, and changes in priorities while still maintaining the highest level of accuracy.
• Ownership Mindset: You don’t just complete tasks—you take responsibility for the outcomes. You approach your role with a sense of ownership, ensuring that all financial processes you handle are precise, efficient, and align with the overall goals of the company and its clients.
• Collaboration-Ready: While you take on your own tasks, you understand the importance of teamwork. You work closely with Client Advisors and other cross-functional teams to deliver seamless, top-quality financial services, ensuring everyone is on the same page and aligned toward the same goals.
• Proactive Thinking: You don’t wait for instructions, instead you ask, and you share your thoughts. Listen. Life is lived one of two ways. Proactively or reactively. One of these is the right way and one is the wrong way. If you disagree with this statement, I don’t think we’re the company for you.
• Patience and Perseverance: To continue with the empathy train... there is a real tension between patience and perseverance and it’s hella difficult to manage, but it’s real and something that needs acknowledged. Truth is, we are a team of human beings working for other humans. Systems and processes create clarity and hopefully this clarity brings a positive outcome – however, there are times where we need to increase our patience while not giving up (perseverance). This reminds me of the quote by Les Brown... the greatest travesty in life isn’t aiming too high and missing but aiming too low and hitting right on the mark. Balancing the demands of accurate accounting with tight deadlines requires patience and perseverance. You stay focused on delivering quality, even when faced with time pressure or complex challenges. You persist through obstacles, knowing the end result will reflect your effort and diligence.
• Attention to Detail + Analytical Thinking + Communication Skills: Just felt wrong to leave these off the list????. But yeah... you get it, these things matter.

Key Responsibilities:

Financial Reporting and Analysis:

Prepare and analyze monthly, quarterly, and annual financial statements.

Conduct variance analysis to identify trends, anomalies, and opportunities for improvement.

Generate custom financial reports tailored to client needs.

Bookkeeping:

Maintain and update overall client books.

Reconcile accounts to ensure accuracy and completeness.

Compliance and Risk Management:

Ensure compliance with US GAAP and other relevant accounting standards.

Stay updated on changes in regulations and audit requirements.

Identify and mitigate financial risks by recommending strategies to clients.

Process Mapping and Improvement:

Analyze and document current accounting processes to identify inefficiencies.

Develop and recommend improvements to streamline client accounting processes.

Work with the Multiply Advisors cross-functional teams and senior leadership to implement recommended changes and monitor their effectiveness.

Contribution to Accounting Playbook:

Collaborate with the accounting manager and team to develop and document standardized accounting processes.

Help develop a comprehensive Accounting Playbook for Multiply Advisors.

Continuously improve and update the playbook to reflect best practices and regulatory changes.

Supporting Other Cross-Functional Teams:

Engage with client advisors' team through Slack, ClickUp, Keeper, email communications and regular meetings to identify client needs and solutions.

Assist the Tax Preparation team with preparing and filing US tax returns.

Ensure all client schedules and tax-related records are accurate and up to date.

Stay informed about current US tax laws and regulations.

Multiply Team Collaboration:

Participate in daily syncs and weekly meetings with the accounting manager to discuss ongoing tasks, priorities, challenges, and opportunities for improvement.

Conduct weekly collaboration meetings for process alignment and seamless service delivery and client satisfaction.

Share knowledge and best practices with accounting team members for progressive learning and development initiatives.

Required Qualifications:

Bachelor's in accounting, finance, business or a related field.

1-3 years of experience in accounting, financial analysis, or a related field.

2+ years of progressive US accounting experience.

Strong knowledge of US GAAP, auditing standards, regulations, and experience with preparing and filing tax returns.

Certified and proficient in QuickBooks and preferably Xero.

Proficient in Microsoft 365, Google Sheets/Docs, SharePoint, Slack, ClickUp, Calendly, DEXT, Keeper, Fathom, and Loom.

Preferred Qualifications:

CPA (Certified Public Accountant) certification.

Master's degree in accounting, finance, or other certifications related to US accounting.

Ability to work under pressure and collaboratively with cross-functional teams.

Significant working experience in a US-based accounting firm and a start-up/fast-paced environment.

Skills and Competencies:

Excellent English skills, written and verbal, for clear, prompt remote communication.

Strong ability to analyze financial data, identify trends, and provide actionable insights.

Capability to resolve accounting issues and recommend improvements.

Exhibit strong time-management and multitasking abilities in a remote setting.

Four Qualities That Make You Unique:

You expertly navigate tough conversations, always leaving clients smiling and satisfied.

You are a productivity guru who can argue the merits of traditional spreadsheets versus the latest tech apps.

You have a knack for making financial data fun and interesting, not just informative.

Whether it is adobo vs. sinigang, or mango shake vs. buko juice, you have strong opinions on the best Pinoy food and drinks!

Working Conditions and Management Expectation:

Full-time, Permanent Remote Setup: Enjoy the flexibility of working from home full-time with adaptable hours that fit both team and client needs.

Working hours (Healthy Work-Life Balance): Enjoy the flexibility of choosing your own work hours given that you'll efficiently manage your tasks and attend team meetings scheduled between Monday to Thursday, 8AM – 12PM EST.

Technical Requirements: Ensure a reliable internet connection with at least 50 to 100 Mbps download speeds and 10 Mbps upload speeds; and provide your own PC.

Performance Standards: Uphold high ethical standards of work and maintain Multiply Advisors’ core values and reputation.

Employment Status: It is important to note that this position is offered as an independent contractor role. As such, the individual will not be classified as an employee and will not receive typical employee benefits such as health insurance, paid time off, retirement contributions, etc.

Benefits:

Annual healthcare stipend after 6 months.

Competitive hourly rate: USD 5.25 - USD 6.50 per hour [PHP 47,040 - PHP 61,800 a month]

Performance-based Incentives.

Application Instructions: To complete apply, please also fill out the form through this link: https://forms.gle/tDJmdjvYRp9wx9R97