Connectly

Accountant - CAS Specialist (US Financial Advisory, WFH)

Philippines

$960,000 – $1,020,000Compensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Advisory, AccountingIndustries

Requirements

Candidates must possess a Bachelor's degree in Accounting, Finance, or a related field of study, and a minimum of 3-5 years of experience in bookkeeping or Client Accounting Services (CAS). QuickBooks experience, with a minimum of 2 years recent experience working within QuickBooks Online or QuickBooks desktop, is required, along with knowledge of US tax laws, regulations, and deadlines. Preferred credentials include a CPA license or Bookkeeping certification, and some knowledge of accounting and tax within the cannabis industry. QuickBooks Online Pro Certification or Advanced Certifications are also preferred.

Responsibilities

The Accountant - CAS Specialist will be responsible for managing monthly client accounting/bookkeeping projects, maintaining client books according to supervisor instructions, reviewing CAS projects for quality documentation, ensuring accurate financial reporting, reconciling bank and credit card accounts, analyzing balance sheet comparisons, verifying items, presenting revenue variances, completing tax workpaper allocations, providing customer service, refreshing and ensuring accuracy of workpapers, assisting with miscellaneous projects, and supporting the tax team with data retrieval and backup support.

Skills

QuickBooks
Bookkeeping
Client Accounting Service
Financial Reporting
Bank Reconciliation
Tax Laws
A/R
A/P
Payroll
Sales Tax
Journal Entries
3rd Party Apps Integration

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

Key Metrics

San Francisco, CaliforniaHeadquarters
2020Year Founded
$33.7MTotal Funding
SERIES_BCompany Stage
Consumer Software, AI & Machine Learning, Consumer GoodsIndustries
51-200Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Flexible Work Hours
Remote Work Options
Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.
Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.
Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.
The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.
Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.
The platform's AI-driven personalization boosts conversion rates and customer satisfaction.
Connectly.ai's multilingual support enhances global customer engagement and market reach.

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