Business Intelligence Agent Tier 2

Full Time Position in Escondido

About The Position

We are an outsourced Financial Consulting Firm and we provide services to businesses in all stages and sizes. We are skilled at providing strategy and solutions to help companies achieve successful growth and performance. We work closely with our clients’ employees and think of ourselves as part of the company staff. We perform all aspects of accounting services from Data Entry to Financial Statement Reporting and Financial Coaching.

We are seeking a talented and driven person to work closely with management to help with the day to day of client activities. The ideal candidate has prior experience in bookkeeping, Law knowledge, and amazing communication skills. Ability to build relationships and communicate effectively is very important.

**This position is specifically for our Law department. A qualified candidate must know at least one legal time keeping software i.e. Clio, Bill4Time, or Practice Panther. **

Our Values:

• Life is short

• Be innovative

• Deliver value to the client

• Fixed Fee Pricing

• Enjoy Mondays

Duties & Responsibilities

• Direct client conversations around the content of the books

• Compile and create draft forecast/budgets

• Cash management including 13 week Cash forecasting and more

• Responsible for timely and accurate deliverables to assigned clients including monthly financials packages

• Ability to build a closing process and implement it with other team members using Balance Sheet Schedules, Month Closing Checklists, etc.

• Maintain proper record keeping per legal or audit requirements

• Audits monthly accounting work completed by Tier 1 or Tier 0 and communicates issues to the person performing the entries in order to retrain staff

• Identifies opportunities for other RG Alliance services within existing clients

• Mentor and train Tier 1 employees

• Maintain accounting controls

• Some remote work, if permitted

• Develop and document business processes for external and internal use

• Other duties as assigned

• Clear understanding of software and operating systems (QuickBooks and legal time keeping software)

• Ability to read, understand, and interpret financials

• Can attend and contribute in financial meetings

• Can audit P&L, Balance Sheet, and Cash Flow reports

• Able to automate spreadsheets and build efficient workflows

• Thorough knowledge of basic accounting procedures and principles

• Able to work collaboratively with Tier 0 and Tier 1

Apply For Our Business Intelligence Agent Tier 2 Position Now

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