About Us
We operate a portfolio of technology businesses including an IT consulting firm serving medical/dental practices, a gaming studio, and other ventures. We’re transitioning to ERPNext for our accounting operations and need a detail-oriented financial professional to own our bookkeeping and reporting functions across multiple entities.
Primary Responsibilities
Daily/Weekly Operations
- Reconcile bank statements across multiple business entities
- Categorize and track all expenses with detailed spend analysis
- Process and record transactions in ERPNext
- Maintain clean separation between multiple LLCs and business units
- Perform month-end close procedures
Monthly Invoicing & Collections
- Generate and send all client invoices on the 1st of every month
- Track invoice aging and follow up on overdue accounts
- Manage accounts receivable and collection efforts
- Coordinate with the operations team on billable services and hours
- Maintain customer billing information and terms
Inventory Management
- Maintain inventory levels in ERPNext
- Monitor inventory costs and usage patterns
- Coordinate with the team on reorder points
- Track inventory across multiple locations and projects
Financial Reporting
- Generate monthly P&L statements for each entity
- Create cost center analysis
- Develop profitability reports by business line
- Prepare management reports showing cash flow and burn rates
- Track project-level profitability for client engagements
Tax Preparation Support
- Prepare quarterly federal tax estimate calculations
- Prepare state tax estimate calculations (Nebraska primarily)
- Organize documentation for CPA review and filing
- Maintain tax calendar and ensure deadlines are tracked
Business Intelligence
- Identify spending patterns and cost-saving opportunities
- Track KPIs across business units
- Create financial dashboards in ERPNext
What We’re Looking For:
Technical Requirements:
Required Skills & Experience:
- 3+ years bookkeeping experience with US companies
- Experience with multi-entity accounting
- Strong understanding of US GAAP
- Experience with recurring monthly billing/invoicing
- Proficiency in bank reconciliation and financial statement preparation
- Experience preparing documentation for US quarterly taxes
- Advanced Excel/spreadsheet skills
- Excellent written English communication
- Available for calls during US business hours as needed
Strongly Preferred
- ERPNext experience (or similar ERP systems like Odoo, NetSuite, SAP)
- Experience with technology/IT services companies
- Inventory management experience
- Cost accounting or management accounting background
- Experience with project-based profitability tracking
- Familiarity with US payroll systems (we use ADP)
- Experience with gaming or software development accounting
Technical Requirements
- Stable internet connection (must be reliable for 1st of month invoicing)
- Comfortable learning new software quickly
- Experience with cloud-based accounting tools
- Ability to work independently with minimal supervision
- Detail-oriented with strong organizational skills
What Success Looks Like
- All invoices sent by noon CST on the 1st of every month (no exceptions)
- Month-end books closed within 3 business days
- Quarterly tax packages ready 2 weeks before deadlines
- AR aging kept under 30 days average
- Inventory counts are accurate and updated weekly
- Management has real-time visibility into financial performance
- Clean audit trail for all transactions
- Proactive identification of financial insights, not just reporting
Growth Opportunities
This role has significant growth potential. As we scale from 16 to 30+ employees, this position could evolve into a Financial Operations Manager role with broader responsibilities and team management opportunities.