Financial Transactions & Account Specialist

About Us

ClearPath CPA Solutions is a growing CPA and financial advisory firm built on clarity, structure, and real support—for both our clients and our team members. We provide comprehensive accounting, tax, payroll, and fractional CFO advisory services to small businesses and growing entities nationwide. We simplify the financial landscape so our clients can focus on what truly matters: growing their businesses and enjoying their lives.

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We are seeking a structured, detail-oriented, and highly motivated Financial Transactions & Account Specialist to join our fully remote team. If you love working with numbers, appreciate meticulous record-keeping, and want to help small businesses thrive, we want to hear from you!

www.yourminicfo.com

What You’ll Do (Responsibilities)

As a core member of our remote accounting operations, you will manage day-to-day transactional workflows and maintain spotless financial datasets for our diverse client portfolio. Your primary responsibilities include:

1. Transaction Processing: Meticulously process and record client invoices, billing, daily payments, accounts receivable/payable, and reimbursements.
2. Bank Reconciliations: Conduct consistent monthly ledger and bank statement reconciliations to ensure complete data accuracy across accounting platforms.
3. Financial Reporting Support: Assist with compiling clean accounting data packages to support monthly, quarterly, and annual financial statements.
4. Client & Team Collaboration: Maintain regular communication with team members and client contacts to clarify transaction details, resolve discrepancies, and ensure operational compliance.

What We’re Looking For (Requirements)

1. Experience: 2+ years of professional experience in accounting, bookkeeping, transactional finance, or a closely related role.
2. Software Proficiency: Strong hands-on proficiency with QuickBooks Online (QBO) and Microsoft Excel (data formatting, formulas, basic pivot tables).
3. Core Skills: Exceptional attention to detail, rigorous organizational habits, and strong problem-solving abilities.
4. Remote Independence: Proven capability to manage workloads independently, meet processing deadlines, and collaborate productively in a 100% virtual workspace.
5. Communication: Excellent verbal and written professional communication skills.

What We Offer

1. Compensation: Reliable, biweekly pay issued via direct deposit.
2. Performance Bonuses: Eligibility for performance-based bonuses tied to output accuracy and client retention milestones.
3. Flexibility: 100% remote work structure with flexible working hours designed around core deadline targets.
4. Health Benefits: Comprehensive Medical, Dental, and Vision benefits package available following a standard probation period.