What are the responsibilities and job description for the Bookkeeper position at Springline Advisory?
About Our Team:
EFPR, a Springline company, is a regional firm with the reach and resources of a national powerhouse. As a founding firm member of Springline Advisory, we bring expanded capabilities, deeper expertise, and even greater opportunities to serve our clients—while staying true to the personalized, high-touch service and vibrant culture that sets us apart.
This is an exciting time to join our firm as we redefine the middle-market accounting and business advisory space. We proudly invest in our people with a winning blend of values, expertise, and ambition. Our people-first approach empowers our team members to thrive within a culture that supports growth, innovation, and collaboration. Our commitment to investing in talent means flexibility, professional development, enhanced benefits, and a range of career paths to explore.
About the Role:
The Bookkeeper performs a wide variety of general accounting processes to support multiple internal and external client needs. In this role the Bookkeeper provides guidance to clients using best practices as defined by the organization. The position is based in Rochester, NY. Consideration will be given to qualified employees if they wish to work remotely in the state of New York.
What You’ll Do:
Job duties include but are not limited to the following:
- Process accounts payable
- Process accounts receivable
- Record journal entries for payroll, pre-paid, accrual and other entries as needed
- Perform bank reconciliations
- Compile and create financial reports
- Prepare budget/forecast projections and analysis of cost variances
- Communicates effectively and in a timely manner to client inquires
- Consults with clients to determine needs and presents solutions within the confines of best practices as identified by the organization
- Networks and promotes the organization in a professional manner consistent with the organizations Mission and Vision
- Takes a client focused approach into every situation in order to maintain a high level of
- Participates in professional growth opportunities and training
About You:
- Associate’s degree in accounting or equivalent work experience of 5 years preferred
- Training or experience in accounting software applications
- General financial experience
- Ability to handle diverse workload and multiple tasks
- Intermediate/expert working knowledge with Excel, PowerPoint, Word & Data bases
- Excellent customer service and soft skills required to work effectively within the organization and with clients
- Self-motivated and able to work independently
- Ability to work additional hours when required to meet client needs
- 3-5 years of accounting
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EFPR, a Springline company, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees