Bookkeeper

Strategy Financial Insurance, LLC•Phoenix, AZ

30d•$55,000 - $60,000•Hybrid

About The Position

Strategy Financial Group is an independent financial services firm based in Scottsdale, Arizona, known for its strong leadership, client service excellence, collaborative culture, and commitment to taking care of its people. We are seeking a dependable, detail-oriented Bookkeeper to join our team and support our Controller with day-to-day accounting operations. This is a full-time, hybrid position ideal for someone who values accuracy, organization, and ownership in their work, who wants to be part of a firm that genuinely invests in its employees.

Requirements

2+ years of bookkeeping experience
Strong proficiency in QuickBooks Online
Proficiency in Microsoft Excel, Outlook, and Teams
Solid understanding of bookkeeping and accounting fundamentals, including reconciliations and chart of accounts, and familiarity with GAAP
Exceptional attention to detail and accuracy
Strong organizational skills and ability to meet deadlines
Professional, dependable, and comfortable working autonomously

Nice To Haves

Experience in a professional services or financial services environment
Comfortable working in a hybrid setting

Responsibilities

Manage accounts receivable, including invoicing, payment application, deposit tracking, and aging follow-up
Manage accounts payable, including vendor setup, bill entry, coding, approvals, and payment preparation
Record daily financial transactions and maintain an accurate general ledger
Perform monthly bank and credit card reconciliations
Track and reconcile billing and commission data
Assist with payroll reporting and related documentation
Support month-end close activities and financial reporting
Maintain strict confidentiality and professionalism with all financial information
Partner closely with the Controller on ad hoc accounting and administrative projects