Accounting, Accounts Payable, Accounts Receivable, Adobe Product Family, Billing, Bookkeeping, Business Growth, Business Loans, Business Solutions, Business Support, Communication Skills, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Desktop PC, Detail Oriented, Documentation, Expense Tracking, Finance, Financial Administration, Financial Operations, Financial Reporting, Financial Services, Funding, Housekeeping/Cleaning, Intuit Quickbooks, Loan Operations, Loans, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Word, Multitasking, Operations, Organizational Skills, Payroll Management, Presentation/Verbal Skills, Product Design, Product Support, Professional Services, Reconciliation, Record Keeping, Sales Operations, Salesforce.com, Small Business, Spreadsheets, Team Player, Time Management, Writing Skills
Job Description
Job Description
Accounting & Bookkeeping Specialist
** Company:** Funderial Financing
** Department:** Accounting / Operations
** Job Type:** Full-Time
** Schedule:** Monday–Friday, Day Shift
** Location:** New York, NY / Hybrid after training
** Compensation:** $40,000–$65,000 base salary, based on experience
About Funderial
Funderial is a BBB A+ rated business financing company headquartered in Midtown Manhattan, just blocks from Penn Station. Since 2007, our management team has helped business owners nationwide access more than $2 billion in funding and other financial products designed to support business growth.
We are looking for a detail-oriented Accounting & Bookkeeping Specialist to support our bookkeeping, reporting, payroll coordination, document organization, and daily financial operations.
About the Role
This role is ideal for someone who is organized, accurate, comfortable with numbers, and experienced with QuickBooks. You will work closely with management, accounting, HR, and operations to keep financial records clean, reports accurate, and internal processes running smoothly.
The right candidate should be comfortable using QuickBooks, Excel, Salesforce or CRM software, and other business tools in a fast-paced financial services environment.
Responsibilities
- Manage daily bookkeeping and accounting support tasks in QuickBooks
- Enter, review, and maintain financial data across QuickBooks, Excel, Salesforce, and internal systems
- Collect, organize, and review financial documents for accuracy and completeness
- Assist with transaction categorization, expense tracking, reconciliations, vendor records, invoices, and reporting
- Support payroll, HR, and accounting-related reports
- Prepare financial information and reports for management review
- Communicate with internal teams, finance partners, lending partners, and management
- Maintain organized digital records and help improve internal documentation
- Identify ways to streamline bookkeeping, reporting, and operational workflows
Qualifications
- 1–3+ years of bookkeeping, accounting, finance administration, or operations experience
- Hands-on QuickBooks experience strongly preferred
- Strong Excel skills and comfort working with spreadsheets, reports, and financial data
- Experience with Salesforce or another CRM is a plus
- Proficiency with Microsoft Office, Outlook, Word, Adobe, and general business software
- Strong attention to detail and commitment to accuracy
- Excellent written and verbal communication skills
- Ability to manage multiple priorities and meet deadlines
- Professional, organized, collaborative, and eager to learn
Preferred Experience
- QuickBooks Online or QuickBooks Desktop experience
- Small or mid-sized business bookkeeping experience
- Familiarity with payroll support, reconciliations, accounts payable, accounts receivable, expense tracking, or financial reporting
- Experience in financial services, business funding, lending, sales operations, or professional services
Compensation & Growth
This is a full-time position with a $40,000–$65,000 base salary , based on experience. The role offers long-term growth potential and the opportunity to work closely with management across accounting, operations, finance, and business funding.
Hybrid flexibility may be available after initial in-office training, depending on performance, experience, and business needs.
Equal Opportunity Employer
Funderial is an Equal Opportunity Employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual
Company Description
Funderial Business Funding supports small to midsized businesses with the financing they need to thrive. We pride ourselves on our collaborative culture and commitment to excellence, and we're looking for a motivated individual eager to learn and contribute to our dynamic team.
Company Description
Funderial Business Funding supports small to midsized businesses with the financing they need to thrive. We pride ourselves on our collaborative culture and commitment to excellence, and we're looking for a motivated individual eager to learn and contribute to our dynamic team.