Bookkeeper

Key Responsibilities

Accounts Receivable & Income Processing

Record and process incoming payments, including checks and electronic transfers.
Coordinate with Kesef to ensure proper coding and documentation.
Handle occasional bank deposits (both checks and cash).
Assist with collections
Bill members for Nursery School and Religious School tuition

Accounts Payable & Expense Management

Review, code, and submit invoices, reimbursements, and vendor payments.
Maintain vendor records and respond to payment inquiries.
Ensure accurate and timely processing of expenses.

Credit Card and Debit Card Expense Tracking

Review monthly credit and debit card activity and reconcile outstanding items.
Assign GL codes and budget allocations; coordinate with Kesef for monthly reconciliation.

Financial Reporting & Compliance

Review monthly financial statements for accuracy.
Generate internal reports and support financial analysis.
Get W9’s from new vendors
Provide documentation of not for profit status when needed

Payroll & Benefits Administration

Maintain payroll documentation.
Track health insurance premiums and employee deductions.
Submit bi-monthly payroll to Accounting Service

General Administrative & Finance Support

Maintain organized digital and paper financial files.
Assist with event reconciliations, membership billing, and other finance-related projects.
Respond promptly to internal and external inquiries.
Contribute to improving and documenting financial processes.

Required Qualifications

Associate’s or bachelor’s degree in accounting, Finance, or related field.
Minimum 2–3 years of experience in bookkeeping, accounts payable/receivable, and financial reporting, ideally in a non-profit organization.
Familiarity with nonprofit or small business financial operations.
Proficiency in QuickBooks or similar accounting software.
Strong Microsoft Excel skills (pivot tables, formulas).
Understanding of GL coding and allocations.
Basic knowledge of payroll processes.
Detail-oriented, organized, and reliable, with strong follow-through
Strong communication skills for interaction with staff, vendors, and external accountants.
Comfortable working in a shared office space.
High level of integrity, discretion, and ability to handle confidential information.

Preferred Qualifications

Bachelor’s degree in accounting or finance.
Bookkeeping certification or CPA candidate (not required but a plus).
Familiarity with ShulCloud synagogue management system.
Experience with Kesef Accounting Service or similar outsourced accounting partnerships.
Knowledge of payroll systems and health insurance tracking.
Collaborative mindset and ability to work as part of a team.
Problem-solving skills and ability to make process improvement recommendations
Familiarity with Judaism and Jewish culture is a plus