Now Hiring: Accounting Coordinator

MoneyFit is a team of accountants who support the success of the businesses and business owners in our community.  A MoneyFit Accounting Coordinator is a client-facing team member who facilitates the first steps in our accounting workflow.

MoneyFit Team members adhere to our shared company values. We promise to:

• Work with integrity – be honest, ask for help, maintain confidentiality, help others

• Put people first – the people will always be most important 

• Do your best work – We are an “on-it” Superbowl Team

Account Coordinators support the accounting workflow by:

• Recording financial transactions in the general ledger

• Processing in-bound financial documents through the cloud accounting software

• Reconciling bank and credit card accounts in the accounting software

• Communicating and collaborating with clients to obtain financial information and support clients’ back office workflows

MoneyFit will provides:

• A safe environment and constant learning – we give you the opportunity to be your best

• Fun co-workers

• Flexible work hours

• Fair pay

Job Requirements:

• QuickBooks Online Certification

• Experience in an accounting firm or department

• Tech savvy – we use a lot of apps (for example, Asana, Slack) so you have to be comfortable in that kind of environment

• Part time or full time: 20 - 40 hours per week

Interested candidates can email their resumes to info@bemoneyfit.com.

Now Hiring: Client Portfolio Manager

The Client Portfolio Manager is a vital role in the success of MoneyFit. MoneyFit’s primary directive is to facilitate the communication link between a business owner and their business to fuel the success of both. Your role is to establish this connection and nurture it. The reward is you participate in their success, you work with like-minded people who are impassioned by the same things you are, and you are given a career track to run on while always being challenged to grow.

Businesses use the language of finance to communicate, and it is our mission to make that language approachable. MoneyFit Team Members need to know how to speak it. As a Client Portfolio Manager, your previous experience is vital to facilitating this connection. The MoneyFit team members are:

• QuickBooks Online Certified and proficient with other accounting related software applications

• Experienced with account and client management

• Veterans from accounting firms or accounting departments

• Tech savvy and have significant PC environment experience

• College graduates or possess equivalent career experience

MoneyFit is also unique because of who we are and not just what we do. All MoneyFit Team members:

• Work with integrity – honest, ask for help, maintain confidentiality, help others

• Put people first – people will always be most important. We love family and value the whole human.

• Do their best work – We are “on-it” every day because our clients rely on us to be that way.

• Express their individuality – while we maintain our professionalism with the clients, we encourage you to bring your personality to the table.                                                   

The work itself will involve:

• Full management of a client’s accounting workflow, from the client’s inbound documents through the final financial reporting.

• Specifically, this involves documentation management, expense and income allocations to client’s QuickBooks Online software, payroll processing, accounts payable management, invoicing, and other similar accounting tasks.

• Great communication with the client. MoneyFit is very active with its clients every day. We enjoy being true partners. This partnership requires empathy and responsiveness.

• Always working to help the client achieve their passion.

Interested candidates can email their resume and cover letter to info@bemoneyfit.com.