Job description

Position: QuickBooks Online Client Consultant

Supervisor: Chief Program & Client Experience Officer

FLSA Status: Temporary Independent Contractor

Term: 3-5 months with possible extension

Location: Combination of remote and office based

*Must be in Twin Cities area*

Department: Business Consulting

Compensation: $40-60/hour

Organization Summary:

WomenVenture is a 501(c)(3) nonprofit organization with a mission to empower women to achieve their economic goals by building profitable and sustainable businesses that transform communities. We execute on this mission through a four-pillared programming approach that includes training, loans, coaching and a community of support. Our organizational values are inclusion, impact, and innovation, and we seek out candidates who exemplify these characteristics.

Position Summary:

This temporary contract position will provide approximately 20-30 hours per month focusing on QuickBooks Online (QBO) accounting needs of WomenVenture clients. This will involve meeting with clients, setting up QBO for clients, educating clients around business finances, training clients to use QuickBooks, and providing financial reports to other WomenVenture staff members upon request.

Core Duties & Responsibilities:

• Meet virtually with business clients and establish a working rapport
• Help business clients complete their QBO setup
• Customize each client’s chart of accounts for their business
• Educate and train clients to categorize their bank feed and enter financial data into accounting systems.
• Review each month’s transactions timely (within 30 days of the close of the month) and assist the client to reconcile their accounts
• Assist clients with the preparation of journal entries for payroll, tax accruals, depreciation, and non-cash activity as needed
• Help clients select a payroll service provider and instruct clients regarding the intersection of payroll with the accounting system
• Provide the client’s quarterly income statement and balance sheet to the WomenVenture Loan Team

Confidentiality: This position requires having access to confidential records and information, including but not limited to client information. To perform this job, strict confidentiality must be maintained. This position requires completion of SBA 1081.

Required Skills & Experience:

• QuickBooks Online Pro-Advisor certification
• Ability to manage multiple client interactions
• Basic understanding of payroll and retail journal entries
• Strong business acumen
• Ability to provide excellent customer service
• Ability to work independently, identify issues, suggest, and implement improvements
• Excellent interpersonal, organizational, verbal, and written communication skills

Application Procedure

Interested candidates should email a cover letter and résumé (both required) to hr@womenventure.org with “QuickBooks Online Client Consultant” in the subject line.

Work Environment/Physical Demands

While performing the duties of this position, the employee is frequently required to sit for extended periods and may be required to stand for an extended period. The employee may occasionally move items weighing up to 25 pounds. Reasonable accommodation will be made to enable individuals with disabilities to perform the essential functions of the position.

This position description is intended to describe the general nature and level of work being performed by people assigned to this position. It is not intended to be an entire list of all activities, tasks, and skills required of people in the position.

WomenVenture is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Types: Part-time, Contract, Temporary

Pay: $40.00 - $60.00 per hour

Benefits:

• Flexible schedule

Work Location: Hybrid remote in Saint Paul, MN 55102

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