Bookkeeper
Overview
This associate-level Bookkeeper role supports customer-support outsourcing operations across phone, email, chat, social channels, help desk, quality, and service operations. The primary objective is maintaining accurate financial records, performing reconciliation, and handling financial exceptions.
Work should be traceable to the source, reflect what changed, clearly show what remains open, and identify who owns the next action.
Responsibilities
- Review financial inputs against supporting records, ensuring checkpoints remain traceable throughout the operational workflow.
- Reconcile discrepancies before reporting or processing, with traceable documentation of what changed and why.
- Track unresolved financial exceptions and ensure each exception remains clearly owned for follow-up.
- Maintain audit-ready documentation so another authorized teammate can verify the status of work without reconstructing its history.
- Protect confidential account information while coordinating financial documentation and next steps.
Success Standard
Success means financial records, reconciliation, and exception handling remain usable under the demands of customer-support outsourcing operations across phone, email, chat, social channels, help desk, quality, and service operations. Repeated errors should be identifiable over time, exceptions should have owners, and documentation should support verification of the work state.
What Helps You Succeed
- Confident use of Account Review practices to support the operational workflow.
- Strong confidentiality practices that preserve evidence, ownership, and deadlines.
- Clear documentation of variance analysis decisions so another teammate can follow the reasoning.
- Sound judgment when escalation is needed rather than proceeding by assumption.
Required Skills and Experience
- Bookkeeper-focused work
- Financial records management and reconciliation
- Invoice review and payment tracking
- Spreadsheet analysis
- Financial reporting and data accuracy
- Exception resolution and audit support
- Confidentiality
- Record maintenance
- Approval tracking
- Variance analysis
- Documentation and record review
Compensation & Benefits
- Base salary: $43,000–$68,000 per year
Location
- 100% remote within the United States
Position Details
- Full-time
- Associate level