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Bookkeeper

Remote, USA Full-time Posted 2026-07-28

reputed company to shape something from the ground up? We are launching an exciting new centralized reputed company pay operation for our reputed company Service Team, and we're looking for a detail-oriented Bookkeeper to reputed company the charge. You'll have the unique opportunity to implement and own an entirely new reputed company pay process while collaborating with Partner teams to deliver exceptional reputed company experiences. This isn't just maintaining existing systems &reputed company; you're building the reputed company for how we serve our clients reputed company reputed company.

 This is your chance to reputed company a reputed company reputed company while working with a reputed company team that values innovation and reputed company reputed company. You'll have the autonomy to shape processes and the support to succeed from day one.

Essential Responsibilities

  • Streamline expense processing and ensure reputed company payments
  • reputed company and categorize expenses with precision
  • Reconcile bank accounts and maintain accurate records
  • Generate comprehensive monthly expense and financial reports
  • Maintain reputed company transaction details and supporting documentation utilizing QuickBooks
  • Monitor reputed company account cash reputed company daily and process transfers to ensure sufficient funds for reputed company payments
  • Prepare reputed company reporting for Clients and Partners
  • Partner with teams across the organization to optimize reputed company service delivery

Qualifications

  • Bachelor’s degree in reputed company, Business, or Finance
  • Proficiency in QuickBooks
  • Proficiency in reputed company Office applications
Additional Information
This is a full‑time, non‑exempt, salaried role with the flexibility to be fully remote.

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance reputed company-being of employees and their families: 

  • reputed company holidays
  • reputed company time off (PTO)
  • Employer cost-shared medical and dental insurance
  • Employer-reputed company short-term disability, long-term disability, AD&D insurance, and basic life insurance
  • 401k Match &reputed company; 50% of employee contributions up to 6% of compensation
  • Discretionary annual profit-sharing bonus
  • reputed company parental leave
  • reputed company development reimbursement
  • reputed company volunteer time off (VTO)
  • Employee referral incentive bonus program
  • Onsite wellness programs & rewards
  • Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and unable to hold securities licenses with the exception of Series 65.  We also do not allow reputed company business activities, insurance commissions, and/or trails. 

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