Job Overview

Our client is looking for a Bookkeeper to manage financial operations, invoicing, and accounts receivable processes. This position requires 20 hours per week and involves transitioning responsibilities from a fractional bookkeeper. The ideal candidate will bring process improvement recommendations and ensure accuracy and timeliness in all financial reporting and bookkeeping activities.

Client Overview

Our client operates a healthcare data and analytics company with both software-based and services-based revenue streams. The organization maintains HIPAA and SOC 2 compliance requirements and is experiencing significant growth requiring dedicated financial support.

Schedule

• Monday - Friday, 09:00 AM - 01:00 PM PST (20 work hours per week)

Responsibilities

• Perform all basic bookkeeping functions, including reconciling accounts, recording financial transactions, and ensuring books are balanced and up to date.
• Manage accounts payable and accounts receivable, including invoicing customers and following up on outstanding invoices to ensure proper tracking and collection.
• Categorize and reconcile expenses from Ramp corporate credit card system and employee reimbursements with proper linkage to QuickBooks.
• Process payroll functions and maintain accurate financial records across all company accounts.
• Conduct data hygiene reviews and provide recommendations for process improvements, automation opportunities, and better categorization of financial transactions.
• Collaborate with leadership to ask clarifying questions about spending and establish improved workflows for financial processes.
• Provide general administrative support during non-bookkeeping hours, including data entry, client follow-ups, and basic research tasks as needed.

Requirements

• QuickBooks certified with strong proficiency in QuickBooks software.
• Proven experience with US-based accounting practices and bookkeeping standards.
• Demonstrated expertise in accounts receivable, accounts payable, invoicing, and payroll processing.
• Close attention to detail with commitment to accuracy in all financial reporting and data entry.
• Professional communication skills for collaborating with team members and asking clarifying questions about financial processes.

Qualifications

• Familiarity with the HubSpot CRM platform and integration with financial reporting systems.
• Experience with the Ramp corporate credit card and expense management platform.
• Experience with Bill.com invoicing software.
• Background working with healthcare or compliance-focused organizations, maintaining HIPAA or SOC 2 standards.
• Ability to provide strategic recommendations for process improvements and financial workflow optimization.

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

• Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.