Bookkeeper & Financial Operations

We’re looking for a dependable, detail-oriented Bookkeeper & Financial Operations Administrator to run and manage our finance and admin department end-to-end. This person will maintain clean financials, handle monthly close, manage payroll and invoicing, coordinate basic HR admin, and keep operational processes organized. The expectation is that you lead and own this function rather than wait for direction.

Responsibilities

Financial Operations
Daily bookkeeping, payroll processing, categorization, and reconciliations
Full monthly close and preparation of clean financial statements
Invoicing, receivables follow-up, vendor payments, and expense tracking
Cash-flow visibility, basic budgeting, and forecasting support
Monthly reporting with notes on trends, variances, and potential risks
Coordinate with CPA, payroll provider, insurance/broker, and benefits partners

HR & Admin Support
Onboarding paperwork, payroll setup, and employee file maintenance
Manage PTO/time-off requests and maintain calendars as needed
Benefits coordination and renewal reminders
Track compliance dates, expirations, registrations, and required updates

Operational Support
Track tasks, deadlines, and renewal cycles for financial/administrative obligations
Vendor/contractor documentation, W-9s, agreements, and file organization
Build/maintain simple SOPs, checklists, and repeatable workflows

Other Ideal Experience
QuickBooks Online expertise (required)
Comfortable being client-facing: professional phone presence and clear email communication
Experience in a consulting or service-based business (preferred)
Organized, proactive communicator with strong follow-through
Able to operate independently and keep leadership informed