Accounting Associate

At Wave, we help small businesses to thrive so the heart of our communities beats stronger. The Accounting Associate manages a portfolio of small businesses, owning their bookkeeping. This role is integral to providing an excellent customer experience by acting as a trusted advisor and accounting department for clients. Responsibilities include importing and categorizing transactions, reconciling accounts, completing monthly bookkeeping, generating financial statements, and flagging issues using Wave's software. The associate will meet with clients virtually to review books, convey accounting concepts clearly, and build trusting relationships through expertise and timely responses.

Must Have

• Act as trusted advisor and accounting department for small business clients.
• Manage client bookkeeping accounts to meet revenue targets.
• Utilize Wave’s software for transaction import, categorization, and account reconciliation.
• Complete monthly bookkeeping and generate financial statements.
• Identify and flag potential bookkeeping issues for clients.
• Set and exceed client expectations.
• Conduct virtual client meetings to review financial records.
• Explain complex accounting concepts clearly to clients.
• Deliver exceptional customer service and build client trust.
• Collaborate with team members and share experiences.
• Possess post-secondary education in Finance, Accounting, or Business.
• Have 0-2 years of general work experience.
• Experience in cloud accounting.
• Demonstrate customer-centric problem-solving skills.
• Exhibit stellar communication skills for accounting concepts.
• Show strong attention to detail and resourcefulness.

Good to Have

• Previous working experience with small businesses.

At Wave, we help small businesses to thrive so the heart of our communities beats stronger. We work in an environment buzzing with creative energy and inspiration. No matter where you are or how you get the job done, you have what you need to be successful and connected. The mark of true success at Wave is the ability to be bold, learn quickly and share your knowledge generously.

The Accounting Associate is responsible for managing a portfolio of small businesses whose bookkeeping they own. They are an integral piece of a team that’s helping great customers get an even better experience.

Here’s How You Make an Impact:

• Acting as the trusted advisor and accounting department for Wave’s small business clients.
• Responsible for owning bookkeeping accounts for clients within their portfolio in order to meet individual revenue targets and contribute to the team’s overall revenue targets.
• Supporting clients by using Wave’s software to import and categorize transactions, reconcile their accounts, complete monthly bookkeeping, generate their financial statements, and flag potential bookkeeping issues with their clients.
• Using judgment to set appropriate expectations with clients and being able to meet or exceed these expectations.
• Meeting with clients on virtual calls on a recurring schedule to review their books.
• Clearly conveying accounting concepts in lay terms to the client and answering any bookkeeping-related questions.
• Providing exceptional customer service and building trusting relationships with clients by demonstrating accounting expertise on review calls and offering timely responses to clients via email.
• Collaborating with peers and supporting other members of the team by sharing their experiences with the team.

You Thrive Here By Possessing the Following:

• Completion of post-secondary education in Finance, Accounting, or Business.
• 0-2 years of general work experience.
• Previous experience in cloud accounting.
• Customer-centric mindset with problem-solving skills.
• Stellar communication skills with the ability to convey accounting concepts in lay terms.
• Attention to detail is critical in this role.
• Resourcefulness.
• Previous working experience with small businesses is a plus.

At Wave, we value diversity of perspective. Your unique experience enriches our organization. We welcome applicants from all backgrounds. Let’s talk about how you can thrive here!

Wave is committed to providing an inclusive and accessible candidate experience. If you require accommodations during the recruitment process, please let us know by emailing careers@waveapps.com. We will work with you to meet your needs.

This advertised posting is a current vacancy.