Bookkeeping Specialist

This is a fully remote position, open to applicants in United States, +21 more locations.

📋 Description

• Oversee the complete bookkeeping cycle for several medium-sized clients simultaneously

• Conduct data entry, reconciliations, payroll processing, donations management, and regular accounting cleanups

• Utilize AI-driven tools to optimize workflows and achieve quicker, more precise outcomes

• Aim to allocate an average of 70% of working hours to billable client tasks

• Assess organizational requirements and offer insights and solutions to enhance information clarity

• Foster positive customer relationships, communicate proactively, and uphold a high net promoter score

• Adhere to established procedures to ensure strong financial controls

• Recognize opportunities for process enhancements and engage in collaborative knowledge-sharing with colleagues

⛳️ Requirements

• 3–5+ years of comprehensive bookkeeping experience with minimal supervision

• A degree in accounting, finance, or business

• Solid foundation in accounting and nonprofit bookkeeping principles

• Extensive experience with Aplos preferred, or similar systems

• Proficient in Excel

• Familiarity with templates, automation, and AI assistance

• Skill in managing customer relationships through proactive communication and clear expectations

• Ability to communicate clearly and directly while identifying risks early

• Focused on outcomes and adept at meeting deadlines

• Collaborative mindset for sharing knowledge, templates, and best practices

• High attention to detail and commitment to quality

• Proficient in using AI tools for research, reconciliation, and documentation while ensuring accuracy and confidentiality

• Capacity to identify patterns, gaps in processes, and root causes of recurring errors

• Ability to work independently and drive tasks to completion

🏝️ Benefits

• US employees qualify for open or paid discretionary time off

• Canada: 4 weeks of paid leave plus 11 public holidays

• US: 11 public holidays

• Additional 2-week company shutdown at the end of the year

• Generous paid sick leave

• Remote-first work environment

• Support for acquiring new skills

• Reimbursement for conference or course tickets

• Medical, dental, vision, disability, and life insurance coverage in Canada and the US

• 4% retirement match