Junior Cloud Accountant

One-Thing: Support our Cloud Accountants in the consistent on-time, accurate, complete delivery of client financial reports

Junior Cloud Accountants are a key role at Bean Ninjas and are responsible for supporting our Cloud Accounting Team to deliver 100?curate, on time, end to end bookkeeping for our clients;

- Deliver accurate reports on-time
- Respond quickly via email (within 1-2 business days)
- Understand each business you are working with
- Build strong relationships with the customers in your portfolio by being reliable, responsive, proactive and professional
- Ongoing development of technical skills
- Meet (and exceed) client expectations
- Be an active part of a positive, motivating and interesting work environment
- Assist in delivering profitability across the client packages


Reporting Line
- Junior Cloud Accountants report directly to Supervisors


Roles & Responsibilities
Meeting and exceeding client expectations in relation to their bookkeeping service;


Communication
- Build strong relationships, trust and rapport
- Ensure emails are responded to within 2 days (or faster)
- Write clear and concise emails to team, supervisors and management
- Conduct zoom calls with team members when required
- Communicate errors quickly and rectify
- Communicate deadlines that may not be met and why


Cloud Accounting
- Support the preparation of monthly, quarterly and ad hoc reports for clients and Supervisor
- Support the preparation monthly or quarterly AS for lodgement
- Support the reconciliation of balance sheet accounts for clients
- Support functions of accounts payable, accounts receivable and payroll processes for clients
- Meet all deadlines and complete work tasks within time budgets
- Review your own work to identify and rectify errors
- Cash Coding - proficient in coding bank transactions, Stripe, Paypal and other platforms as applicable
- Accounts Receivable - supports set up, invoice creation, reconciliation & reporting
- Accounts Payable - supports set up, reconciliation, reporting with the following platforms Receipt Bank, Hubdoc, ---------- and others as applicable
- Payroll - supports set up, reconciliation, reporting with the following platforms Gusto, Xero Payroll and others as applicable


Training & Development
- Maintain Xero Certification
- Hold a minimum of 1 Xero industry and/or expertise badges
- Attend Lunch & Learn sessions, Xero and other external online trainings
- Maintain and action your Development Plan


Onboarding
- Supports onboarding and can ensures tasks completion after initial consultation with client by Onboarding Manager
Xero Setup - can support onboarding tasks as assigned by the Onboarding Manager


Team Work
- Being available to respond to team members quickly (within 24 hours)
- Provide support to team members when required
- Support administrative and clerical tasks as assigned to support onboarding and sales
- Encourage team members in their work and development


Processes & Profitability
- Alert Supervisor and / or the sales team of any opportunities for further sales with existing clients
- Understand budgeted work time and alert Supervisor of out of scope / extra effort
- Update project management system and keep Supervisor updated on client progress
- Identify efficiencies in processes and systems and advise on software and platforms
- Manage time effectively
- Ensure work is being done on the right things at the right time
- Suggest improvements to make the workflows more efficient
- Increase proficiency with workflows, client expectations and transactions with client work


Compliance
- Follow policies and procedures and provide feedback for updates as required
- Utilise software platforms to enable a high quality work output
- Attend Lunch and Learns
- Follow internal policies
- Attributes of a great Junior Accountant

At Bean Ninjas we strive to be great … not just good at our jobs!
In this section we look at some of the attributes that will help you to excel in your role.


Ownership & Accountability - being a great team Ninja means putting the business first and doing whatever you can to help everyone excel. Your role will be supporting cloud accountants as they maintain a delicate balance of running the finances for clients whilst juggling competing deadlines by management. Your attention to detail will allow you to identify problems, source and implement solutions and follow and create processes as ---------- anised and Systematic - an organised and systematic approach is essential for a scalable business and for the effectiveness and happiness of a team.
Examples of being organised and systematic:
- Developing and following a 90 day plan
- Scheduling tasks
- Creating and following checklists
- A clean inbox