Bookkeeper & Estimator

Bookkeeper & Estimator

Location: Edmond OK 73013 (Initially 3 months onsite then hybrid)

Fulltime/Direct hire

Description
At The AMG Team, we thrive on creativity and collaboration, constantly seeking new ideas and perspectives. Our commitment to ongoing learning and excellence empowers team members to grow and excel. With a foundation of integrity and accountability, we ensure meaningful contributions to client success. Joining us means being part of a supportive and fun team dedicated to making an impact.

The AMG Team is hiring a highly organized and detail-oriented Bookkeeper/Estimator to support client billing, internal accounting systems and project estimating. This position is critical in ensuring accuracy in bookkeeping processes and efficiency in opportunity tracking, estimating, and proposal management. The ideal candidate thrives in a fast-paced environment, enjoys working collaboratively, demonstrates exceptional attention to detail, and thinks creatively to find solutions.

The work environment offers a balance of routine and variety, with some tasks recurring daily while others change from day to day. Team members can expect regular internal meetings and reporting deadlines. A hybrid work model may be available.

Job Duties:
ACCOUNTING & BOOKKEEPING

• Collaborate closely with all team members.
• Prepare and upload the weekly Amex Sheet.
• Receive and enter bills into QuickBooks Online (QBO) for processing.
• Maintain and submit weekly, bi-monthly, and monthly financial spreadsheets.
• Enter journal entries, create/send invoices, and record payments in QBO.
• Manage credit card processing and subscription setup for fixed bid clients via Stripe.
• Ensure accuracy of bookkeeping entries.
• Complete monthly sales tax reports using Salesforce data.
• Conduct weekly postage reconciliation.
• Record postage related transactions in QBO.
• Research open purchase orders monthly and participate in monthly deep-dive review meetings.
• Prepare for and participate in weekly bookkeeping meetings and financial check-ins with leadership.
• Coordinate bi-annual payment reviews and meetings

ESTIMATING & PROPOSAL MANAGEMENT

• Update and maintain the Daily Proposal Dashboard; provide recaps for team syncs.
• Review proposals.
• Estimate all jobs.
• Develop and maintain quotes and fixed bid opportunities.
• Consolidate Asana project boards for Closed/Won jobs and upload relevant support materials.
• Track upcoming client renewals and facilitate internal discussions to prepare renewal plans.
• Attend daily Architecting/Estimating (A/E) meetings (excluding Mondays).

Qualifications & Skills

• Proven experience in bookkeeping, accounting, or financial operations (QuickBooks Online proficiency preferred).
• Experience with estimating or project management processes is highly desirable.
• Familiarity with Salesforce, Stripe, and Asana is a strong plus.
• Strong Excel/Google Sheets skills and attention to data accuracy.
• Ability to manage multiple priorities while meeting deadlines.
• Exceptional organizational and communication skills.
• Collaborative mindset with a proactive approach to solving problems.
• Enjoys learning and has a desire to grow in their career.
• The AMG Team is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will be considered without regard to race, national origin, color, religion, age, genetics, sex, sexual orientation, gender identity, disability or veteran status.

Regards,

Shubham Gupta
Sr Recruitment Manager
Phone: (215) 249-7261

Email: [email protected]

InstantServe LLC | Wayne, PA 19087

Website: www.iserveworld.com

InstantServe is Proud to be an EOE