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Quickbooks Specialist

Company: Community Teamwork
Location: Lowell
Posted on: January 26, 2023

Job Description:

Quickbooks Specialist
Are you interested in a position that will make a difference in your life and the lives of others? Community Teamwork is a private non-profit organization with over 500 employees dedicated to reducing barriers and creating opportunities for low income individuals and families.
At Community Teamwork our employees enjoy best-in-class benefits to support their physical, financial and emotional wellness.
We offer:

  • Casual work environment
  • 4 weeks of Paid Time Off
  • Medical
  • Dental
  • Vision
  • Paid Life Insurance
  • Tuition reimbursement
  • 11 paid holidays
  • Paid sick leave
  • Career advancement and professional development
  • 5% contribution to your 401K whether you participate on your own or not.
  • Great co-workers and a great mission with an outstanding Community Action Agency

    We are seeking a Quickbooks Specialist who will be responsible for working with small businesses to help them implement a financial delivery system for their business. This will consist of an initial assessment of the small business entrepreneur's financial management skills, in an individual or group setting, intensive technical assistance teaching them the QuickBooks suite and ongoing technical assistance.
    Responsibilities Include:

    • Teach and equip small businesses with the skill set to manage their books properly, using the QuickBooks Accounting Software.
    • Assist client with technical assistance and data tracking to include tracking of hours and outcomes.
    • Work with loan clients, both pre and post loan, to make sure they are able to meet our reporting requirements on a go forward basis.
    • Develop, market and conduct workshops for clients around financial reporting particularly with the QuickBooks suite.
    • Provide highly quality, appropriate pre-loan technical assistance during the application/underwriting process to mitigate loan risk.
    • Perform outreach to communities where this information is needed and work with various communities to ensure they receive the skill sets that are needed.
    • Integrate a DE&I lens in all activities, encourage colleagues to engage in DE&I work, and contribute to our mission of building a more diverse, equitable, and inclusive organization for our employees, clients, and partners; requires ongoing investment in a personal and professional journey to understand identity and address unconscious bias, power, and privilege.


      • Associates Degree, preferably in a Business-related field. Significant business development experience may substitute for degree.
      • Minimum of 3 years' experience in bookkeeping or working with QuickBooks along with loan generation, business development, business ownership or project management required. Previous training experience preferred.
      • Mastery of QuickBooks Accounting Software required; knowledge other financial reporting software a plus.
      • Previous experience in teaching, developing courses or workshops.
      • Excellent customer service, organizational, interpersonal, oral and written communication skills.
      • Excellent analytical and problem-solving skills.
      • Ability to work effectively with and meet the needs of people from a diverse range of backgrounds, cultures, and identities, including underserved communities and people from the different racial groups, socioeconomic statuses, nationalities, and languages that make up CTI's clientele.
      • Ability to manage multiple priorities and work in a fast-paced environment.
      • Excellent attention to detail and ability to maintain confidentiality.
      • Proficient computer skills to include: Quickbooks, Windows, Microsoft Word, Excel, Internet, and comfort learning new software and tracking systems.
      • Desire to work with low-income, culturally diverse, and at-risk families and individuals.
      • Ability to perform local travel.
      • Bilingual skills (English/Khmer, Spanish, or Portuguese) a plus.

        Commitment to Diversity Equity and Inclusion
        Community Teamwork is committed to an equitable, non-discriminatory, and anti-racist approach in all components of our organizational structure and operations, including the job application process. We recognize that people of underprivileged backgrounds and underrepresented identities often are not afforded equitable access to resources, opportunities, and professional development. We offer professional development, training, and tuition reimbursement opportunities to ensure that you and CTI are set up for success. We encourage you to apply if you see an opening that is exciting to you and include examples of your work that you feel demonstrate your qualifications. Please feel free to speak to all experiences, skills, and educational certifications that you feel are relevant. We look forward to reviewing your application.

        All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Community Teamwork is a drug free work environment.

        This is an exciting opportunity to become an integral member of an innovative team in an organization committed to excellence.

Keywords: Community Teamwork, Lowell , Quickbooks Specialist, Other , Lowell, Massachusetts

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