LUCA Financial Operations is currently looking to fill the positions of Accounting Assistant and Bookkeeping Specialist. See below for job descriptions and more details.

LUCA is seeking to redefine the way small- and medium-sized businesses connect with accountants and financial experts. Their clients trust them as their accounting and finance partners. In exchange they work diligently to bring visibility, scale, and strategic advice to their businesses.

You can expect to work in a laid-back, flexible environment in the heart of downtown Birmingham - Morris Avenue - or occasionally from one of the local co-working spaces or coffee shops when you need a change of scenery. All LUCA asks for in return is someone who loves to work hard, and play even harder, as fits the occasion.

Accounting Assistant

What You'll Do:

• Provide exceptional account support services for our diversified portfolio of clients, including: 
  • handle bank reconciliations, invoice processing, and expense transaction processing
  • manage or assist with accounts payable and accounts receivable
  • prepare and file business license applications and renewals
  • manage or assist with payroll, new employees, and terminated employees
  • coordinate with clients on information requests
  • handle monthly and quarterly financial reports
  • perform other administrative support functions as needed
• Work on special tasks and projects that will undoubtedly arise each week, including onboarding new clients and attending client meetings in a support role
• Troubleshoot service-related problems, adapt to the needs of clients, and recommend specialized solutions
• As you become familiar with the needs of clients, provide feedback to the team on what is working well and what improvements can be made
• Build relationships with clients and with LUCA! We have personalities, really!

What LUCA is looking for:

• Bachelor's Degree in Accounting or Business or completion of a certified bookkeeping course preferred
• Strong written and verbal communication skills
• Strong time management and multitasking skills
• Exceptional attention to and love of detail and all things organized
• Someone who is excited to grow with LUCA's start-up and is understanding of, and adaptable to, the entrepreneurial expressway

Bookkeeping Specialist

What You'll Do:

• Provide exceptional account management services for our diversified portfolio of clients, including:
  • handle bank reconciliations and transaction processing
  • manage accounts payable and accounts receivable
  • prepare and file business license applications and renewals
  • manage payroll, new employees, and terminated employees
  • prepare financial reports for review and exception handling
  • coordinate with clients on information requests
• Work on special tasks and projects that will undoubtedly arise each week, including onboarding new clients and attending client meetings in a support role
• Troubleshoot service-related problems, adapt to the needs of clients, and recommend specialized solutions
• As you become familiar with the needs of clients, provide feedback to the team on what is working well and what improvements can be made
• Build relationships with our clients and with LUCA! We have personalities, really!

What LUCA is looking for:

• 2-5 years bookkeeping/accounting experience preferred
• Bachelor's Degree in Accounting or Business or completion of a certified bookkeeping course preferred (tax experience is a major plus)
• Someone with exceptional attention to and love of detail and all things organized
• Someone with cloud-based accounting experience (e.g., QuickBooks, Xero, NetSuite, Intacct, Accounting Seed)
• Someone with a willingness to form relationships and communicate with our growing client base
• Someone who is excited to grow with our start-up and is understanding of, and adaptable to, the entrepreneurial expressway

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Please go to www.lucahq.com/careers for more information and email your resume to hello@lucahq.com to apply!