Full Time Bookkeeper and Customer Manager
Full Time Bookkeeper and Customer Manager
Posted on :
22-07-2025
Employer Active
1 Vacancy
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Job Description
Association Management Firm is seeking a motivated and energetic person to work with professional/trade associations as a bookkeeper and customer services manager. This position is work from home in North Carolina but may require two short trips a year to New York.
Essential Duties and Responsibilities:
- Manage books for Jaffes non-profit clients
- Enter checks/credit card payments and invoices into QuickBooks
- Manage accounts receivable and accounts payable
- Monitor clients cash flow alerting client if a concern arises
- Prepare review and analyze monthly client reports including: Profit & Loss Balance Sheet Budget vs. Actual and other reports as required by clients
- Create/update annual budget templates for clients.
- Reconcile bank statements for clients in accordance with their financial procedures
- Reconcile income and expenses for events
- Provide support to Jaffe team as needed
- Identify and implement opportunities to streamline inefficiencies
- Interface with outside audit firms banks insurance agents and credit card companies.
- Report (in writing and verbally) to client Board of Directors regularly regarding financial position and issues
- Project cash flow forecast for client Board of Directors as needed
- Assist with gathering of documents and work papers needed for annual audits of client accounts
- Manage membership dues invoicing process
- Ensure proper filing of all accounting and financial records in accordance with AMCI-accreditation standards.
Qualifications:
- Accounting degree
- Four years related experience/training
- Understanding of and ability to implement accrual-based accounting practices including setting up deferred revenue and prepaid expense schedules
- Proficiency with QuickBooks and Microsoft Excel software
- Ability to work independently and provide support to team members
- Proven problem solving ability
- Take initiative and willing to dig into the details
- Friendly courteous and professional demeanor
- Effective communication with staff and clients
- Constantly strives for customer satisfaction
General Duties Required By All Jaffe Employees:
- Understands and adheres to the Quality Customer Service Policy
- Enters daily time detail
- Originates coordinates and maintains association documentation and reports as required
- Develops the knowledge base about the associations issues to be able to converse on a high level with members and other parties outside the association
- Demonstrates good judgment in investigating problems and making decisions. Does not allow internal company or client information to be passed on inappropriately
- Working with other Jaffe staff members creates and maintains company relationships with association officials and members
- Complies with company and association policy and operates in an ethical and prudent manner
- Conducts himself/herself in a professional manner
Required Experience:
Manager
Employment Type
Full-Time
Key Skills
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