Company Description

Optivail Finance is a boutique financial services firm and CPA practice specializing in tailored financial solutions for tech startups and high-growth companies. Our expertise includes Outsourced CFO Services, FP&A Services, Bookkeeping & Payroll, Audit & Financial Reporting, and Financial Management for Public Companies. With over 25 years of cumulative experience and managing more than $1 billion in assets, Optivail Finance helps tech companies navigate complex financial landscapes to unlock their full potential.

Role Description

This is a full-time remote role for a Bookkeeper at Optivail Finance. The Bookkeeper will be responsible for maintaining accurate financial records and performing day-to-day bookkeeping tasks. This includes managing journal entries, preparing financial statements, using accounting software, and ensuring compliance with financial regulations. The Bookkeeper will also assist with payroll processing and provide support for financial audits.

Qualifications

• Minimum of 5 years of proven experience working with the Priority System software; full proficiency is a must.
• Proven experience working with tech companies and startups is a must – either within a financial services firm or as part of an in-house finance team.
• Capable of handling bookkeeping tasks up to trial balance.
• Ability to work independently and remotely.
• Highly organized with strong attention to detail.
• Certified payroll accountant – a significant advantage.
• Service-oriented with strong interpersonal skills and willingness to work directly with clients.
• Ability to manage multiple accounts and clients simultaneously.
• Experience with NetSuite and QuickBooks – a significant advantage
• Ability to read and understand emails and conversations in English
• A team player with a can-do attitude, passionate about delivering value and contributing to collective success.
• Full proficiency in Microsoft Office applications, including Excel, Word, and PDF tools.
• Technologically savvy – high digital literacy is a strong advantage