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Bookkeeper Process Improvement Specialist

Job Overview

Location

Remote

Job Type

Contract

Category

Product Management

Date Posted

February 12, 2026

Full Job Description

đź“‹ Description

  • • Join a forward-thinking CPA firm as a Bookkeeper & Process Improvement Specialist, a unique role designed to blend meticulous financial management with innovative operational enhancements. This position is ideal for a detail-oriented professional based in LATAM, Africa, or Eastern Europe who thrives on ensuring financial accuracy while simultaneously seeking ways to optimize workflows and leverage modern technology. As a fully remote position, you will be integral to our client's mission of supporting growing businesses by providing exceptional accounting and business consultancy services.
  • • In this dynamic role, you will be at the forefront of day-to-day bookkeeping operations, ensuring the integrity and accuracy of financial data. This includes executing essential tasks such as reconciliations, processing journal entries, and maintaining meticulously organized financial records. Your responsibilities will extend to supporting crucial tax preparation and auditing processes, requiring a keen eye for detail and a commitment to upholding the highest standards of financial record-keeping. You will be the guardian of clean, up-to-date financial data, forming the bedrock of our client's advisory services.
  • • Beyond the core bookkeeping functions, a significant aspect of this role involves a passion for process improvement and systems thinking. You will be tasked with critically analyzing existing accounting, auditing, and reporting workflows to identify bottlenecks and inefficiencies. Your insights will be instrumental in proposing and implementing solutions that streamline these processes, making them more efficient, accurate, and user-friendly. This proactive approach to optimization is key to our client's commitment to delivering high-quality, efficient services.
  • • A core component of your contribution will be the development, documentation, and adherence to Standard Operating Procedures (SOPs). This ensures consistency, scalability, and a clear framework for all financial operations. By establishing robust SOPs, you will help maintain order, structure, and alignment across all accounting functions, contributing to a more predictable and reliable service delivery model.
  • • You will be empowered to utilize modern tools, including advanced Excel functionalities and QuickBooks, to organize, analyze, and report on financial data. Furthermore, this role embraces the integration of Artificial Intelligence (AI) and automation tools to streamline repetitive tasks. Imagine automating email management, follow-ups, and other administrative burdens, freeing up valuable time for more strategic and analytical work. This is an opportunity to work at the cutting edge of accounting technology, making operations smarter and more efficient.
  • • Effective communication is paramount. You will manage professional email communications with both clients and internal stakeholders, ensuring clarity, responsiveness, and a high level of service. Your ability to articulate complex financial information and process improvement ideas clearly, both in writing and verbally, will be essential for success.
  • • Success in this role is defined by a proactive approach to problem-solving, where inefficiencies are not just identified but actively improved. It means consistently completing bookkeeping and administrative tasks accurately and on time, ensuring that workflows remain organized, structured, and aligned with established SOPs. Ultimately, your contributions will lead to more efficient auditing and reporting processes through the implementation of better tools and systems.
  • • This position offers a unique career opportunity to combine hands-on bookkeeping expertise with impactful process improvement initiatives within a dynamic and growing CPA firm. You will play a direct role in enhancing operational efficiency, collaborate closely with clients and internal teams, and apply innovative tools to redefine how accounting work is performed. If you are driven by accuracy, efficiency, and the potential of technology to transform financial operations, this role is for you.
  • • Candidates must be available to work during U.S. business hours, aligned with the client's time zone (9 AM - 5 PM EST), to effectively support U.S.-based clients. This ensures seamless collaboration and timely service delivery.

🎯 Requirements

  • • Proven experience in bookkeeping and financial data management, with a strong understanding of accounting principles.
  • • Advanced proficiency in Microsoft Excel for data analysis, manipulation, and reporting.
  • • Strong working knowledge of QuickBooks, including its core functionalities for bookkeeping and financial tracking.
  • • Ability to evaluate existing processes, identify inefficiencies, and propose practical, technology-driven improvements.
  • • Excellent written and verbal English communication skills, with the ability to interact professionally with clients and colleagues.
  • • High attention to detail and accuracy in all financial tasks and documentation.
  • • Familiarity with modern workflow optimization tools, including AI and automation, is a significant advantage.
  • • Experience with auditing, tax preparation processes, or administrative support within accounting environments is preferred.

🏖️ Benefits

  • • Fully remote work environment, offering flexibility and work-life balance.
  • • Opportunity to work with a dynamic and growing CPA firm specializing in accounting and business consultancy.
  • • Direct contribution to process improvement and operational efficiency using modern tools and AI.
  • • Professional development opportunities in both bookkeeping and process optimization.
  • • Exposure to a variety of clients and industries, broadening your experience.
  • • Competitive compensation package commensurate with experience and qualifications.

Skills & Technologies

Remote

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About Scale Army Careers

Scale Army Careers is a platform dedicated to providing information and resources for individuals interested in pursuing a career within the military. It aims to bridge the gap between potential recruits and the opportunities available in various branches of the armed forces. The website offers insights into different roles, training programs, and the overall lifestyle associated with military service. It serves as a comprehensive guide for those seeking to understand the requirements, benefits, and challenges of a career in the army. The platform emphasizes career development and personal growth within a structured and disciplined environment, highlighting the value of service and commitment.

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