[Hiring] Bookkeeper & Financial Analyst @Global Team

Role Description

The Remote Bookkeeper & Financial Analyst will own day-to-day bookkeeping and management reporting while helping build the financial infrastructure needed to understand profitability by company, business unit, job, crew, technician, vehicle, and major cost category. This role works directly with company leadership and interfaces with the outside accountant. The outside accountant primarily handles year-end tax preparation/filings, tax planning guidance, and equipment depreciation. The ideal candidate does not need to be a tax specialist but must be able to maintain clean, accurate books and provide reliable schedules, analysis, and reporting.

Key Responsibilities

• Bookkeeping & Financial Operations
  • Maintain daily bookkeeping in QuickBooks Online, including A/P, A/R, invoices, receipts, deposits, journal entries, and account coding.
  • Perform timely bank and credit-card reconciliations.
  • Investigate discrepancies rather than carrying unresolved differences forward.
  • Maintain clean vendor, customer, item, class/location, and chart-of-accounts data.
  • Support collections, A/R aging, cash-flow visibility, and vendor/payment workflows as needed.
• Month-End Close & Management Reporting
  • Own the monthly close process, including trial-balance review, reconciliations, accruals/deferrals, and supporting schedules.
  • Prepare and review P&L, Balance Sheet, Cash Flow, A/R aging, and other management reports.
  • Explain meaningful variances and trends in plain English.
  • Develop weekly, monthly, and annual reporting.
  • Compare actual results with prior periods, budgets, and operational targets.
• Job Costing, WIP & Business-Unit Profitability
  • Build and maintain accurate COGS and gross-margin reporting by individual job.
  • Separate and analyze results by business unit, including Service and Drilling.
  • Allocate labor burden, materials, fuel, subcontractors, equipment usage, and appropriate overhead to jobs.
  • Prepare WIP and margin reporting where applicable.
  • Identify jobs with margin erosion, missing costs, miscoding, unbilled work, or unusual cost patterns.
  • Work with operations to improve field data capture when accounting data is incomplete or unreliable.
• Financial Analysis, Dashboards & Decision Support
  • Build practical KPI dashboards and recurring reports using Excel/Google Sheets and data exported from QuickBooks, ServiceTitan, GPS/fleet systems, fuel records, and other sources.
  • Analyze budget vs. actuals, gross margin, labor %, material %, average ticket, close rate, A/R aging, DSO, cash trends, and other operational/financial KPIs.
  • Identify anomalies, inefficiencies, leakage, and opportunities for improvement.
  • Validate findings with data and quantify financial impact where possible.
  • Model proposed changes using historical data, including pricing changes, staffing decisions, productivity targets, or employee incentive plans.
• Systems, Data Quality & Process Improvement
  • Export, clean, combine, and map operational data into accounting/reporting structures.
  • Support ServiceTitan-to-QuickBooks workflows.
  • Use PivotTables, XLOOKUP/VLOOKUP, formulas, Power Query, and other tools to create repeatable reporting.
  • Document SOPs and controls for recurring accounting and reporting processes.
  • Identify manual or error-prone workflows and propose practical ways to simplify, automate, or better control them.
  • Use AI tools responsibly to improve research, documentation, data cleanup, or workflow efficiency without exposing confidential information.

Examples of Projects You May Own

• Fuel & Fleet Analytics
  • Combine fuel purchases, odometer readings, GPS mileage, and engine/idle runtime to identify unusual fuel usage, possible theft or misuse, vehicle efficiency issues, and fuel costs attributable to specific jobs.
• Job Profitability
  • Build reporting that shows revenue, direct cost, gross margin, labor burden, fuel/equipment allocation, and overhead at the company, Service vs. Drilling, and individual-job levels.
• Employee Incentives
  • Model performance-based bonus plans using historical data.
  • Determine the revenue or gross-profit level an employee must generate to cover fully loaded cost plus a required base profit.
  • Simulate bonus percentages above that threshold and test for unintended incentives or margin risk.

Qualifications

• 3+ years of hands-on bookkeeping/accounting experience.
• Strong QuickBooks Online experience.
• Strong Excel skills, including PivotTables, XLOOKUP/VLOOKUP, SUMIFS, data cleaning, reconciliation, and basic financial modeling.
• Demonstrated experience with job costing, project costing, construction accounting, home-service accounting, or another environment where profitability must be measured below the company-wide P&L.
• Strong accounting fundamentals.
• Ability to independently reconcile accounts, investigate variances, and maintain accurate supporting schedules.
• Fluent professional English, both spoken and written.
• Comfortable participating in video calls and explaining financial findings clearly.
• Strong computer skills and efficient keyboard use.
• Reliable high-speed internet.
• Quiet, dedicated professional home-office setup.
• High integrity, attention to detail, organization, follow-through, and proactive ownership.

Benefits

• Five company-observed U.S. holidays:
  • New Year's Day
  • Independence Day
  • Labor Day
  • Thanksgiving Day
  • Christmas Day
• Other vacation/leave is unpaid and requires prior approval.
• Foreseeable leave should generally be requested at least seven calendar days in advance.