Account Advisor at Resourcely

Bel Air, Maryland, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Hospitality, RestaurantIndustries

Requirements

1+ year of experience in bookkeeping, accounting, finance, or data entry (hospitality experience is a plus)
Familiarity with QuickBooks Online (QBO) and/or Restaurant365 is highly preferred
Basic understanding of Excel functions (Pivot Tables, VLOOKUP, and IF Statements are a plus)
Detail-oriented and highly organized with strong problem-solving skills. Ability to work independently while effectively collaborating with team members
Experience with POS systems (Toast, Aloha, Micros, etc.) is a plus

Responsibilities

Upload and process daily sales reports from restaurant POS systems
Enter and reconcile invoices, ensuring accuracy and timely processing
Assist in daily and weekly financial reconciliations for bank accounts, credit cards, and general ledgers
Input payroll journal entries and other necessary adjustments as directed
Review and validate third-party vendor transactions such as MarginEdge, Plate IQ, and xtraCHEF
Support month-end closing tasks and assist with financial report preparation
Communicate with Account Managers regarding discrepancies, missing data, or client requests
Maintain organized financial records and assist in document management for client accounts

Skills

Key technologies and capabilities for this role

QuickBooks OnlineRestaurant365ExcelData EntryBookkeepingFinancial ReconciliationsInvoice ProcessingPayroll Journal EntriesMonth-End ClosingPOS Systems

Questions & Answers

Common questions about this position

What benefits are offered for this Account Advisor role?

The position includes a competitive benefits package with Health Insurance, 23 Days PTO per year, Quarterly Bonuses, Participation in Maryland Saves Retirement Plan, and Professional Development Reimbursement.

Is this Account Advisor position remote?

The role is remote with potential for onsite work, and it features a flexible work schedule in a task-focused, results-driven environment with remote options available.

What skills are required for the Account Advisor position?

Candidates need 1+ year of experience in bookkeeping, accounting, finance, or data entry, familiarity with QuickBooks Online (QBO) and/or Restaurant365, and a basic understanding of Excel functions; detail-oriented, highly organized individuals with strong problem-solving skills who can work independently and collaborate are ideal.

What is the company culture like for this role?

The company offers a supportive team culture where you work with experienced professionals who value collaboration and innovation in a task-focused, results-driven environment.

What makes a strong candidate for the Account Advisor role?

Strong candidates have 1+ year of relevant experience, familiarity with QBO/Restaurant365 and Excel, plus hospitality or POS system experience; being detail-oriented, organized, and able to collaborate while working independently will position you well for growth opportunities.

Resourcely

Cloud security and management solutions provider

About Resourcely

Resourcely provides tools and services aimed at improving cloud security and management, specifically targeting the issue of misconfiguration, which is a leading cause of cloud breaches. Their platform offers a suite of software-as-a-service (SaaS) solutions that help businesses automate and simplify the security and compliance of their cloud infrastructure. Clients, including tech companies and financial institutions, subscribe to Resourcely's services to ensure their cloud environments are secure and compliant without hindering their development teams' productivity. Key features include secure cloud resource provisioning, compliance management, and real-time security monitoring. Resourcely differentiates itself by focusing on automation and efficiency in cloud security, providing customized solutions and consulting services to meet specific client needs. The company's goal is to help organizations protect sensitive data in the cloud while maintaining operational efficiency.

San Francisco, CaliforniaHeadquarters

2022Year Founded

$7.8MTotal Funding

SEEDCompany Stage

Enterprise Software, CybersecurityIndustries

11-50Employees