XY Planning Network (XYPN) is the leading organization for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.
XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, we have earned accolades in 2018, 2019, and 2020 as one of the Fastest-Growing Private Companies in Montana and in the US by Inc. magazine. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry for the better.
About the Position:
As a Bookkeeping Specialist, you will collaborate with our virtuoso financial advisor clients to manage their books, provide monthly reconciliation, and answer inquiries related to their financial situation. Being meticulous with a huzzah level of customer service is essential for this role! While delivering top-notch work with unparalleled accuracy , you’ll get to build long-lasting relationships with the clients.
What You’ll Be Doing:
Manage the books for, review, and communicate/resolve issues with 60+ clients monthly without breaking a sweat.
Categorize income, expenses, transfers and record payroll.
Curate blogs specific to our niche - bookkeeping for financial advisors.
Demonstrate understanding of beginner accounting principles and get the hang of their relation to the regulatory environment in which XYBC operates.
Master GAAP as it relates to our clients.
Perform bookkeeping clean-up or data entry projects, as needed.
Collaborate with the Team lead to set quarterly goals and accomplish them.
Support the strategic vision set by the Director of XYBC
Start Date: Immediately
Status: Full-time (40-45 hours/week)
Location: Bozeman, MT
Department: XY Bean Counters
Reports to: Dan Keslin, Director of XYBC
Compensation & Benefits:
What You’ll Bring to the Table
Legally authorized to live and work in the United States
Experience working in the accounting environment
Formal Education in Accounting Discipline
Ability to collaborate with the accounting team, interns, and other departments within the organization
Desire to be adept and ability to communicate basic accounting & bookkeeping concepts, specific to our niche to interns, co-workers & clients
Attention to detail is paramount in Bookkeeping
Ability to handle multiple monthly ongoing tasks without deviating from deadline
Excellent communication skills
Bookkeeping experience, preferably with multiple clients
What Would Make Us Drool
Understanding of and proficiency in Quickbooks Online, and QBO Pro Advisor certification
Bachelor’s degree in Business or relevant field (preferably accounting or finance)
Familiarity with and the ability to explain the equity section on a balance sheet
Public accounting or public tax preparation experience
Background in the financial services industry
Comprehensive understanding of payroll
Familiarity with different accounting software systems
Experience or an utmost desire to be part of a quickly growing work environment.
XY Planning Network believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.