Financial Services Consultant

Capital Bookkeeping Cooperative (CBC) is a worker-owned company dedicated to providing comprehensive financial management services to small businesses, nonprofits, and cooperatives nationwide.

Why Join CBC?

• Actively participate in decision-making and ongoing development at CBC.
• Benefit from a supportive work environment with opportunities for professional development and ownership.
• Contribute to a network of cooperative businesses with opportunities for relationship-building and collaboration.

Job Description

This job is roughly 80% client-facing and includes a variety of tasks such as bookkeeping, payroll, accounting, systems creation, training, budgeting, and financial consulting. We prioritize long-term client relationships and the individual that fills this role will work with 10-15 clients of various sizes on a monthly basis. Over time, we expect this individual to actively shape their role with CBC and participate in organizational decision-making. The remaining 20% of this role consists of internal development, operations, and individual professional development.

Qualifications  
We are seeking candidates with the following qualifications:

• At least two years of prior experience with QuickBooks Online (QBO) is required.
• Experience in bookkeeping, financial account management, and business administration.
• Proficiency with Google Workspace, Microsoft Excel, and/or Google Sheets.
• Familiarity with Airtable and Asana is preferred.
• Knowledge of the cooperative business model is a plus.
• ProAdvisor certification is a plus.
• Spanish fluency is a plus.
• Strong communication skills (written and oral).
• Analytical and willing to use data to inform decisions and processes.

Hours and Compensation  
This position is 32 hours per week with a salary of $62,400 annually. We offer competitive benefits, including:

• More than 5.5 weeks of paid time off (PTO) annually, plus sick time.
• 401(k) matching.
• 100% premium coverage for dental and vision insurance.

While we offer a hybrid work schedule, candidates must be able to work in-person at our Albany, NY office multiple days per week.

Ownership Opportunity
After completing one year and 800 hours of work, there is an option for employees to purchase a share and become an owner of the business.

Apply
Please send resume and cover letter to admin@capitalbookkeeping.coop.