Bookkeeper

This is a remote position.

Responsibilities:

• Clean up and reconcile historical financial data for the past couple of years
  

• Lead the migration from QuickBooks to Zoho Finance Suite, ensuring data integrity throughout the transition
  

• Process and manage 100-150 monthly invoices for rent and operational expenses
  

• Handle payroll integration and format time and attendance data for upload into Zoho
  

• Perform bulk transaction management and reclassification of historical entries
  

• Reconcile revenue recognition with the organization’s billing system
  

• Create and maintain accurate chart of accounts and financial mapping
  

• Generate financial reports and export data to Excel for analysis
  

• Support the transition from reactive to proactive financial management practices
  

Requirements:

• Experience with QuickBooks OR Zoho Finance Suite (both preferred but not required)
  

• If only QuickBooks experience, must have exposure to multiple accounting systems (Xero, Sage, etc.)
  

• Proven experience with financial cleanup and transaction reclassification
  

• Strong skills in bulk transaction management and data migration
  

• Advanced Excel/spreadsheet skills for importing, exporting, and reporting
  

• Experience with payroll systems and time/attendance integration
  

• Healthcare or multi-location business experience preferred
  

• Strong attention to detail and ability to work independently
  

Scope:

• Full-time position initially (40 hours per week) 
  

• Monday to Friday from 8 AM to 5 PM with 1 hour unpaid lunch break
  

• Multi-month engagement expected for initial cleanup and system implementation
  

• Remote work arrangement with US-based urgent care organization
  

• Direct collaboration with IT team and billing personnel for system integration
  

• Opportunity for long-term engagement focused on ongoing financial optimization and strategic analysis