Bookkeeping Associate, Wave
Financial services for small business owners
Job no longer available
Financial services for small business owners
201-500 employees
Job no longer available
201-500 employees
Company mission
To create a future where small business owners can manage their finances fearlessly.
Role
Who you are
- Completion of post-secondary education in Finance, Accounting, or Business
- 0-2 years of general work experience
- Previous experience in cloud accounting
- Customer-centric mindset with problem-solving skills
- Stellar communication skills with the ability to convey accounting concepts in lay terms
- Attention to detail is critical in this role
- Resourcefulness
- Previous working experience with small businesses is a plus
What the job involves
- The Bookkeeping Associate is responsible for managing a portfolio of small businesses whose bookkeeping they own
- They are an integral piece of a team that’s helping great customers get an even better experience
- Acting as the trusted advisor and accounting department for Wave’s small business clients
- Responsible for owning bookkeeping accounts for clients within their portfolio in order to meet individual revenue targets and contribute to the team’s overall revenue targets
- Supporting clients by using Wave’s software to import and categorize transactions, reconcile their accounts, complete monthly bookkeeping, generate their financial statements, and flag potential bookkeeping issues with their clients
- Using judgment to set appropriate expectations with clients and being able to meet or exceed these expectations
- Meeting with clients on virtual calls on a recurring schedule to review their books
- Clearly conveying accounting concepts in lay terms to the client and answering any bookkeeping-related questions
- Providing exceptional customer service and building trusting relationships with clients by demonstrating accounting expertise on review calls and offering timely responses to clients via email
- Collaborating with peers and supporting other members of the team by sharing their experiences with the team
Our take
Over 90% of all businesses in North America are zero to five employee companies. These businesses are organising their finances either by paying an expensive accountant, or relying on traditional spreadsheets.
In response, Wave is democratising access to financial services software. While they are not the first to do this, they have taken the flourishing approach of giving away the invoicing and accounting software 100% for free.
The company instead makes money by embedding financial services products within the software. It's these payments and other revenue streams that the startup is now looking to expand to secure more revenue to scale.
While the company has had success so far with its tools, it will need to build a whole suite of products and services in order to compete with the accounting software giants like Xero.
Steph
Company Specialist
Insights
Some candidates hear
back within 2 weeks
-7% employee growth in 12 months
Company
Funding (last 2 of 11 rounds)
Jun 2018
$3.3m
EARLY VC
May 2017
$32m
SERIES D
Total funding: $81.2m
Company benefits
- Work From Where You Work Best: We will always have a welcoming, energizing, and world-class office (in Toronto) with a space for you. Or, if you’re more comfortable working from home, the choice is yours
- We Care About Future You: You will stretch yourself and you will grow at Wave. You will also be supported on this journey with diverse learning experiences, educational allowances, mentorship, and so much more
- We Support the Full You: We make a serious investment in your health & wellness. When we think about benefits we think about body, mind, & soul and we take this stuff very seriously
- We Take Care of the Fundamentals: Fair compensation, all the office perks you’d want, and the various goodies you’d expect from a growing tech company. This is the obvious stuff, but we don’t want you to think we forgot!
Company values
- Believe in small business owners
- Reimagine the possible, together
- Do fewer things, simply and beautifully
- Care deeply and challenge directly
- Achieve extraordinary results
Company HQ
Leslieville, Toronto, ON
Articles
Leadership
Zahir Khoja
(CEO, not Founder)Worked at Mastercard as EVP (Global Merchant Solutions and Partnerships) and held several Senior VP positions. Former Vintro Board Member and General Manager (North America) at Afterpay.
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