Small Business Bookkeeping – Operations Manager

At BudgetEase we make our clients profitable. Our team of 12 consultants are Better Together - we haven’t been stumped on a bookkeeping question yet. You will be an integral part of the growth of our organization.

BudgetEase’s team has a reputation for being QuickBooks experts. Our services are in such demand that we grew by 65% in 2016 and are on track to grow by 30% in 2017. With over 100 clients every day is a new adventure. Clients vary from providers of wind energy to airplane leasing for rock stars.

BudgetEase’s mission, Making YOU Profitable, means everything we do results in making our clients profitable.

Culture/core values:

Having fun while getting things done
Better together
Cost Effective Solution for our clients

We are hiring for full-time position (during normal business hours).

Responsibilities

Smart Goals

Determine your smart goals (1-2 goals) to meet BudgetEase’s quarterly objectives
Give priority to your smart goals daily

Business Development Manager

Follow-up on Leads

Discuss our services with small businesses interested in using BudgetEase’s Services
Collect information to prepare Estimates/Proposals
Determine if lead is a good fit for BudgetEase using grading system
Prepare Estimate
Follow up on Estimates within a week to maintain a 40% closes rate

Social Media

Review e-mail and newsletter suggestions from agency
Assist in generating blog ideas and polish blogs written by outside consultant

HR Manager and Training

Review candidates
Manage candidates using our applicant tracking system
Conduct phone interviews
Recommend candidates for additional interviews
Coordinate new employee training
Approve payroll

Process Manager

Coordinate generating and updating easy to understand, accurate corporate processes
Provide training specialized by team member
Review new apps that would be helpful to BudgetEase and/or our clients, make recommendations

Meetings- all usually Wednesday afternoons

Update agendas for Team and Leadership meetings and maintain schedule and invite participants

Meet with fellow team leaders and President bi-weekly to strategize best practices and plan implementation
121 with President bi-weekly
Participate in Quarterly half day planning meetings
Participate in mandatory daily huddle and Bi-weekly Team Meetings

Other

Collaborate with other Team Leaders
Keep President informed when you have time in your schedule for more work
Meet commitments on a timely basis or ask for help from President or team via e-mail
Work independently on a flexible schedule between 8AM and 6PM, Monday-Friday
Respond to e-mail requests & texts within 24 hours
Enter time in Ebillity in accordance with the Time Reporting Procedure
Keep Outlook calendar current with obligations
Present QuickBooks or bookkeeping training programs
Be punctual

Qualifications

QuickBooks, Accounting, Finance, and Bookkeeping experience
Experience managing a team
Strong analytical and problem-solving skills
Ability to learn new software quickly and have a love for numbers
Computer savvy and familiar with Mac and Windows
Expert knowledge of Microsoft Office, a plus
Strong time management, communication and administrative skills
Detail oriented
Enjoy working with people and a team
Ability to work at a fast-pace
Lifelong learner
Must be able to pass a background check (including credit check)
Smoke-free workplace

Work Space

The Dealership – an Incubator in Shaker Heights for small businesses has a nontraditional office vibe
We work around a big table or stand up desk where you plug your laptop in to multiple screens to work efficiently, first come first serve for your seat
You pick your computer - either a solid-state Dell larger screen or a Microsoft Surface
Your company provided backpack or briefcase are your office
Walking distance to Heinen’s and Shaker Town Center though we usually eat lunch at our desk.

Compensation

$30-40 an hour
Huddle participation pay - $5 each ($100/month)
Simple IRA after 6 months, 2% contribution, no-match required
Cell phone allowance - $30/month
Health Insurance, holiday pay

Budgetease