Finance Student Bookkeeper

and the job listing Expires on September 7, 2026

Department:
Finance
·

Reports to:

Operations & Finance Manager
· Part-Time, Non-Exempt Student Position

Optimal Care Services (OCS) is a NYSED-approved special education agency serving preschool-age children and their families across New York City. Through our SEIT, Pendency, and Early Intervention programs, our multidisciplinary team helps young learners build the foundational skills they need to grow and thrive. Behind the scenes, our finance team supports this mission by managing the day-to-day accounting, billing, and operations that keep our programs running.

This student position supports the Finance department of a SEIT, Pendency, and Early Intervention agency, with a primary focus on day-to-day bookkeeping, accounts payable and receivable, and account reconciliations. This is a hands‑on learning opportunity for a student or early-career professional interested in nonprofit finance, healthcare billing, and accounting operations. The student will also assist with ad hoc projects as assigned and is expected to perform all duties with the utmost professionalism and ethical conduct.

• Approximately 20–30 hours per week, Monday through Friday
• Compensation: $20/hour (eligible for academic credit where applicable)
• Specific daily schedule to be arranged with the Finance department based on availability and departmental needs

• Maintain accurate and up-to-date financial records
• Categorize transactions into their respective accounts in Quick Books
• Attach supporting documentation to transactions in their respective accounts
• Prepare financial documents upon request
• Process invoices and track receivables for non-SEIT cases
• Fact-check accounting data for accuracy
• Reconcile company accounts, including bank, credit card, and other investment accounts
• Monitor and record Amazon and Uber expenses
• Assist with accounts payable and accounts receivable processing
• Prepare, enter, and reconcile invoices, expense reports, and purchase orders
• Assist with data entry into accounting and ERP systems (Quick Books, )
• Support monthly, quarterly, and year-end close processes
• Generate basic financial reports, summaries, and spreadsheets
• Coordinate with vendors and internal departments regarding payment inquiries
• Collaborate with the CEO/CFO on bookkeeping tasks as required

• Schedule meetings, organize documents, and support audits when required
• Maintain up-to-date inventory records
• Support the grant lifecycle by assisting with reviewing proposals, monitoring compliance, and managing budget records
• Assist with payroll processing as needed
• Assist with special projects and ad hoc requests within the Finance department as assigned
• Provide general administrative support to the Finance team

• Adhere to confidentiality and HIPAA privacy and security regulations
• Perform all duties with the utmost professionalism and ethical conduct

Note:

Responsibilities are subject to change as the Early Intervention (EI) Division is developed.

• Currently pursuing or recently completed a degree in Accounting, Finance, Business Administration, or a related field
• Strong attention to detail and organizational skills
• Proficiency in Microsoft Excel; familiarity with accounting or billing software is a plus
• Ability to handle confidential information with discretion
• Strong written and verbal communication skills
• Ability to work independently and as part of a team in a fast-paced environment

• Coursework in financial accounting or bookkeeping
• Familiarity with Quick Books and/or
• Interest in nonprofit, healthcare, or education-sector finance

• Practical, hands‑on exposure to bookkeeping, accounts payable/receivable, and the month‑end close process
• Mentorship from an experienced Bookkeeper and finance team
• Real-world experience with Quick Books and
• Insight into the operations of a NYSED-approved special education agency
• A professional reference and portfolio of completed work upon successful completion

Optimal Care Services is an equal opportunity employer. We are committed to building a diverse and inclusive workplace and welcome applicants of all backgrounds.