Senior Bookkeeper

Job Description:

This role will manage the firm’s finances and support Goshen’s CEO with some ad-hoc nonprofit clean-up work throughout the year. 

Initial time commitment is 20 hours per week and subject to increase as more deliverables are determined in the future with successful performance. 

• Review and update expenses in credit card systems like Ramp and Bill Spend & Expense and Hubdoc.
• Record incoming contractor bills in QBO, verify accuracy, and notify Goshen’s CEO to make payments
• Ensure auto pay amounts for customer invoices are applied correctly in QBO.
• Generate ad-hoc invoices for consulting services with supporting reports to clients or customers on behalf of Goshen CEO.
• Download documents from the accounting inbox and statements from bank and credit card statements to Goshen’s internal G Drive. 
• Maintain accurate and up-to-date financial records, including accounts payable, accounts receivable, and general ledger entries.
• Record financial transactions, such as invoices, receipts, payments, and bank deposits, in accounting software or spreadsheets.
• Reconcile bank statements and other financial accounts to ensure accuracy and completeness of transactions.
• Prepare financial statements, including balance sheets, income statements, and cash flow statements, regularly.
• Analyze financial data and generate reports to provide insights into business performance and economic health.
• Assist in budgeting and forecasting activities by providing accurate and timely financial information to management. 
• Participate in bi-weekly or monthly meetings with Goshen management. 

• Assist Goshen CFO with data entry bookkeeping clean-up work for nonprofit clients for the first 3 months of new client acquisition and before the work is transitioned to the Goshen accounting team. 
• Ensure compliance with accounting principles, standards, and regulations in all financial transactions and reporting.
• Stay updated on changes in accounting regulations and best practices to ensure adherence to industry standards.

• An associate degree or a bachelor’s degree in accounting, Finance, or a related field is preferred.
• Proven experience as a bookkeeper or accounting clerk, with strong knowledge of bookkeeping principles and practices. 
• Small business finances management and nonprofit accounting experience is required. 
• Proficiency in using work management software such as Asana, Google Docs, and other tools.
• Proficiency in accounting software such as QuickBooks, Xero, or Sage, as well as Google Sheet and Microsoft Excel for spreadsheet analysis.
• Attention to detail and accuracy in data entry, record-keeping, and financial calculations.
• Strong organizational and time-management skills, with the ability to prioritize tasks and meet deadlines in a fast-paced environment.
• Excellent communication and interpersonal skills, with the ability to work collaboratively with colleagues and interact professionally with clients or vendors.
• Knowledge of United States tax laws, and U.S. Generally Accepted Accounting Principles (GAAP), A-133 audits, and federal, state, and other required supplementary schedules and information.
• Problem-solving skills and the ability to reconcile discrepancies and resolve issues independently.
• Ethical conduct and discretion when handling confidential financial information.
• Certifications such as Certified Bookkeeper (CB) or similar credentials are a plus, but not required.