In This Role, You Will...
Manage Daily Accounting Transactions
Enter and code accounts payable, receivables, payroll imports, and credit card transactions using QuickBooks Online and Bill.com, maintaining accuracy and consistency across client ledgers.
Record Deposits and Revenue
Post deposits and program income transactions with proper class, project, or grant coding to ensure compliance and traceability.
Maintain Vendor and Customer Records
Manage vendor setups, W-9 collection, and 1099 documentation; keep customer records accurate for invoicing and receivables.
Support Period-End Activities
Assist Finance Managers in monthly reconciliations, reporting, and audit preparation, ensuring ledgers are clean and audit-ready.
Coordinate Documentation and Workflows
Organize financial documentation through Keeper, Google Drive, and related tools; communicate with clients to resolve missing information or coding questions.
Collaborate Across the Team
Partner with Finance Managers and the CFO to maintain consistent accounting standards, streamline workflows, and strengthen internal controls.
Required Qualifications
Education
Bachelor’s degree in Accounting, Finance, or related field preferred
Experience
2+ years of bookkeeping or accounting experience, ideally in nonprofit or multi-entity environments.
Knowledge
- Understanding of nonprofit GAAP, restricted fund accounting, and audit documentation practices.
Core Competencies
- Strong attention to detail and organizational skills.
- Ability to manage multiple clients and deadlines.
- Clear, professional communication, written and verbal.
- Dependable, service-minded, and eager to learn in a collaborative environment.
Technical Proficiency
- QuickBooks Online and Bill.com proficiency required.
- Proficient in Microsoft Excel and Google Workspace.
- Familiarity with Keeper, Asana, or other workflow tools preferred.