Bookkeeper

Position Summary

We are seeking an experienced Bookkeeper / Staff Accountant with advanced QuickBooks Online experience to oversee the day-to-day financial recordkeeping for our company. Initially, the position will focus on learning our accounting structure and maintaining our QuickBooks Online accounts. Once the successful candidate has demonstrated a strong understanding of our financial processes, additional responsibilities will include client billing and payroll processing through WellSky. Payroll is processed through our Professional Employer Organization (PEO), so this role focuses on payroll preparation, accuracy, reconciliation, and coordination rather than payroll tax filing or HR administration. We are looking for someone who wants to build a long-term career with our organization and become a trusted member of our leadership team.

Primary Responsibilities

• Manage all bookkeeping activities using QuickBooks Online
• Record and categorize daily financial transactions
• Reconcile bank accounts and credit card statements
• Maintain accounts payable and accounts receivable
• Prepare monthly financial statements and management reports
• Process journal entries and account adjustments
• Monitor cash flow and assist with budgeting
• Organize financial records for tax preparation and audits
• Identify discrepancies and resolve accounting issues
• Maintain organized financial records
• Work closely with ownership regarding financial reporting and business operations
• Maintain strict confidentiality of all financial and employee information

Additional Responsibilities (After Training)

• Processing client billing through WellSky
• Processing payroll through our PEO payroll system
• Reviewing payroll for accuracy prior to submission
• Coordinating payroll information between WellSky and our PEO
• Reconciling payroll reports with company financial records
• Assisting with month-end payroll and billing reconciliations
• Working closely with management to ensure timely and accurate payroll and billing operations

Future Growth Opportunity Responsibilities

As our organization continues to grow, this role is expected to evolve into our Accounting Manager position. Additional responsibilities may include:

• Oversight of all company bookkeeping and accounting functions
• Ownership of QuickBooks Online and the month-end closing process
• Accounts payable and accounts receivable management
• Financial reporting and budget tracking
• Client billing oversight through WellSky
• Payroll coordination through our PEO
• Workers' compensation payroll reporting and audit preparation
• Coordination with our CPA for year-end tax preparation and financial reporting
• Assisting ownership with budgeting, forecasting, and financial planning
• Identifying opportunities to improve accounting processes and internal controls

Qualifications

Required

• Minimum of 3 years of bookkeeping or accounting experience
• Advanced proficiency with QuickBooks Online
• Strong understanding of bookkeeping and accounting principles
• Experience with bank reconciliations, accounts payable, accounts receivable, and financial reporting
• Excellent Microsoft Excel skills
• Exceptional attention to detail and accuracy
• Strong analytical and problem-solving abilities
• Ability to identify discrepancies and resolve accounting issues independently
• Excellent organizational and time-management skills
• Ability to prioritize multiple deadlines in a fast-paced office
• Professional communication skills
• Ability to maintain strict confidentiality
• Ability to work independently with minimal supervision
• High degree of integrity, professionalism, and dependability

Preferred

• Payroll processing experience
• Healthcare bookkeeping or billing experience
• Experience with WellSky or similar healthcare software
• Experience working with a Professional Employer Organization (PEO)

What We're Looking For

• Takes ownership of their work
• Is highly organized and detail-oriented
• Enjoys improving processes and finding efficiencies
• Has excellent integrity and discretion
• Communicates professionally with management, vendors, and team members
• Works well independently while also collaborating with others
• Wants to grow into a leadership role as our Accounting Manager

Schedule

• Part-time to start (approximately three days per week)
• Opportunity to transition into a full-time position
• Monday through Friday
• This is an in-office position located in Bolingbrook, Illinois. Remote work is not available.

Benefits

• Competitive compensation based on experience
• Opportunity for advancement into an Accounting Manager position
• Professional growth within a stable and expanding healthcare organization
• Supportive leadership team
• Meaningful work serving seniors and their families

Hiring Process

• Final candidates will be asked to complete a brief QuickBooks Online proficiency assessment
• Employment is contingent upon successful completion of a criminal background check, employment verification, and professional reference checks

This response is AI-generated, for reference only.