Financial Services Consultant

Capital Bookkeeping Cooperative

Posted: Thu, 22 May 2025

$62000-62400 USD yearly

Albany, NY | United States | Full-time | Hybrid

bookkeepingaccountingconsultingcooperative development


Why Join Capital Bookkeeping Cooperative (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 75% client-facing and includes a variety of tasks such as bookkeeping, payroll, accounting, systems creation, training, budgeting, and business 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 25% 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. Ability to manage and prioritize multiple concurrent projects. Familiarity with Airtable 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 7 weeks of paid time off (PTO) annually. 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.

Job Type: Full-time

Pay: $60,000.00 - $62,400.00 per year

Benefits:

401(k), 401(k) matching, Dental insurance, Flexible schedule, Paid time off, Vision insurance