PT Bookkeeper

Part-Time Bookkeeper Are you a highly organized, detail-loving bookkeeping professional looking for a flexible part-time role? Do you enjoy keeping financial systems clean, accurate, and running smoothly? If so, we'd love to meet you. We're looking for a Part-Time Bookkeeper to help support our finance operations with a strong focus on carrier statement reconciliation and QuickBooks Online vendor management. This role is perfect for someone who enjoys problem-solving, takes pride in accuracy, and thrives in a supportive but fast-paced environment. What You'll Do 1. Carrier Statement Reconciliation Download, track, and reconcile monthly carrier commission statements Match commission payments to internal production reports and CRM data Identify missing commissions, discrepancies, or variances Maintain accurate logs of received and outstanding commissions 2. QuickBooks Data Entry & Vendor Management Enter new vendors into QuickBooks Online and maintain existing vendor records Update vendor profiles (addresses, W-9 details, payment terms) Code transactions to the proper accounts and classes Support AP/AR functions including invoice entry, payment prep, and light collections follow-up 3. General Bookkeeping Support Assist with monthly bank and credit card reconciliations Upload and organize financial documents in SharePoint, Teams, etc. Help support month-end close reporting and data exports Maintain spreadsheets, tracking logs, and internal accounting tools What You Bring 13 years of bookkeeping or accounting experience Strong proficiency in QuickBooks Online Experience reconciling statements (carrier or vendor statements a major plus) Comfortable using Excel/Google Sheets (sorting, filtering, basic formulas) High attention to detail and accuracy Strong organizational and communication skills Ability to meet deadlines and work independently Bonus Skills (Not Required) Experience with CRM or policy management systems Familiarity with commission workflows or insurance carriers Knowledge of basic accounting principles Why You'll Love Working With Us Flexible part-time schedule (great for worklife balance!) Supportive team environment The chance to build consistent, meaningful impact in our financial operations

Created: 2026-03-05