We’re Hiring a Bookkeeper! - BFG Financial Advisors

We're Hiring a Bookkeeper!

The BFG team is looking for an experienced bookkeeper to join our ranks.

Essential Functions and Duties:

Firm Financial Management:

Understands and tracks company expenses and makes cost conscious decisions when approving purchases
Processes advisor & insurance compensation on a weekly basis
Enter bank and loan transactions into QBO
Manually upload credit card transactions into QBO and appropriately categorize per budget
Manages invoices through Bill.com to schedule vendor payments
File Maryland Sales and Use tax as needed
Works with the Executive Council to prepare budget for the upcoming year and prepares financial reports
Maintain firm’s asset appreciation schedule

Maintain Office & Firm Compliance:

Ensures firm records and files are maintained in a condition to satisfy any government audits
Work with the firm’s CPA in preparation for annual tax filing and as needed throughout the year

Human Resources:

Be the liaison between firm and payroll company
Reconcile weekly deposits, coordinate transfers between bank accounts and communicate to Executive Council weekly financial activity.
Responsible for running payroll to include hourly workers, bonuses, reimbursements
Prepare 401(k) transmittal sheet twice a month and annual profit share contributions
Be the firms’ HSA admin
Open and monitor out of state payroll accounts
Works with the Executive Council to prepare employee’s individual annual compensation plans

Misc. Operations:

Attends all team meetings & retreats, including the annual planning summit.
Implements a Plan of Work annually, and/or if your position evolves
Supports the COO and works closely with Director of Operations on a variety of projects

Experience/Education:

College degree or equivalent experience
Proficient in Excel and Quickbooks Online
CPA preferred, but not required

Contact
16 Greenmeadow Drive,
Suite 201
Timonium, MD 21093
410-252-4555 | info@bfgfa.com

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms. Brotman Financial Group, Inc. and BFG Financial Advisors are not affiliated with Kestra IS or Kestra AS.

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