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🚀 We're Hiring: Senior Accountant (QuickBooks Specialist)
📌 Job Information
Job Title: Senior Accountant (QuickBooks Specialist)
Job ID: CHARIC2RH
Industry: Mortgage Lending and Financial Services
Location: LATAM Preferred (Open to PH candidates if highly qualified)
Job Status: Full Time
Work Schedule: Monday to Friday, 8:00 AM – 5:00 PM CST
Salary: $14 – $16/hour
Target Start Date: ASAP
🎯 Role Overview
About the Client
The client is a premier mortgage lending company that has been a staple of the Texas real estate landscape for over 25 years. Originally focused on the Austin area, they have successfully expanded their high-touch lending services across the entire state of Texas and into several other states nationwide.
At their core, they combine decades of industry expertise with modern technology to provide a seamless home-buying experience. They are a multi-brand organization dedicated to growth, consistency, and professional excellence. When you join the team, you become a vital part of a long-standing institution committed to helping families achieve the dream of homeownership.
About the Role
The client is seeking a highly experienced Senior Accountant to oversee and strengthen core financial operations with a strong emphasis on QuickBooks Desktop and QuickBooks Online expertise. This role focuses on maintaining financial accuracy, handling full-cycle accounting responsibilities, and supporting financial reporting and audit readiness. The position will also serve as the primary liaison for external Power BI consultants, helping translate financial data into actionable business insights.
🛠 Key Responsibilities
Full-Cycle Accounting
- Manage all daily general ledger activities, including Accounts Payable, Accounts Receivable, and vendor management.
• Maintain and reconcile accounts across both QuickBooks Desktop and QuickBooks Online, ensuring a clean transition and parity between systems.
• Perform high-frequency reconciliations of Escrow/Trust accounts and Warehouse Lines, monitoring daily liquidity and net worth requirements.
Reconciliations & Financial Oversight
- Perform regular reconciliations of Escrow/Trust accounts and Warehouse Lines
• Monitor daily liquidity and net worth requirements to support financial compliance
Financial Reporting & Audit Support
- Prepare monthly, quarterly, and year-end financial reports for executive leadership
• Maintain detailed work papers and documentation to support audit readiness
• Serve as the primary point of contact for yearly CPA audits
Power BI Liaison
- Act as the internal liaison for outsourced Power BI consultants by providing financial data exports and operational context
• Ensure accuracy and integrity across all general ledger and reconciliation activities
✅ Qualifications & Skills
Required
- Expert-level proficiency in both QuickBooks Desktop and QuickBooks Online
• Minimum of 5 years of progressive accounting experience
• Previous experience in Mortgage Lending, Banking, or Financial Services is highly preferred
• Bachelor’s degree in Accounting or Finance
• Strong understanding of general ledger accounting and financial reconciliation processes
• Comfortable working with financial data and supporting Power BI or reporting initiatives
• High attention to detail with a strong commitment to financial accuracy and compliance
• Excellent organizational and communication skills
• Ability to manage multiple priorities in a fast-paced environment
📩 Submit your application today and take the first step toward your next great opportunity!
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