Bookkeeper

Position Title: Bookkeeper

Department: Business & Finance

Reports To: COO

Location: York, PA (Hybrid)

Employment Type: Full-Time

The Bookkeeper serves as the leader of the organization’s accounting function. This role oversees all financial reporting, general ledger management, and compliance activities while driving process improvements and providing financial insights. The Bookkeeper ensures the integrity, accuracy, and timeliness of financial information and plays a critical role in supporting executive decision-making through in-depth financial analysis, forecasting, and performance evaluation.

This position is hands‑on, combining analytical responsibilities with day‑to‑day accounting oversight in a dynamic and growing environment.

• Prepare monthly financial statements and support year‑end reporting in partnership with external CPA or tax advisors.
• Support monthly review of agency KPIs including revenue, gross margin, labor costs, utilization, and EBITDA.
• Develop and maintain reporting dashboards to support executive leadership and departmental managers.
• Analyze financial results, trends, variances, and KPIs to provide actionable insights.
• Prepare financial forecasts, cash flow projections, and scenario analyses to support business planning.

• Generate and distribute client invoices.
• Monitor aging reports and proactively follow up on outstanding receivables.
• Coordinate with account managers regarding client billing questions and payment status.
• Maintain accurate records of client contracts, retainers, and billing schedules.

• Process vendor invoices and employee reimbursements.
• Manage payment schedules to optimize cash flow.
• Maintain vendor records and W-9 documentation.
• Prepare and issue 1099s annually.

• Process payroll and ensure timely tax filings.
• Manage payroll deductions, benefits reconciliation, and employee compensation records.
• Coordinate with HR regarding onboarding, offboarding, and compensation changes.

• Oversee and maintain the general ledger, ensuring accuracy and completeness of all financial data.
• Review and approve journal entries, account classifications, and month‑end close activities.
• Implement and refine accounting policies, procedures, and internal controls.

• Maintain rolling 13‑week cash flow forecast.
• Assist with annual budgeting and quarterly forecasting.
• Monitor cash position and recommend actions to improve working capital.

• Track recurring software subscriptions and agency technology expenses.
• Monitor vendor agreements and contract renewal dates.
• Identify opportunities for cost savings and operational efficiencies.

• Lead bank, credit card, balance sheet, and intercompany reconciliations.
• Proactively identify, investigate, and resolve discrepancies or unusual transactions.
• Coordinate external audits, internal reviews, and compliance activities; prepare required documentation and respond to audit inquiries.

• Evaluate and streamline accounting processes to improve accuracy, efficiency, and scalability.
• Serve as the internal subject matter expert for accounting systems and tools.
• Recommend and support implementation of system enhancements, automations, or process upgrades.

• Partner with department leaders to provide financial guidance, cost analysis, and budget support.
• Communicate financial information clearly and effectively to both financial and non‑financial stakeholders.

• Bachelor’s degree in Accounting, Finance, or related field.
• 5+ years of progressive accounting experience, including financial reporting and analysis.
• Strong knowledge of GAAP and internal control best practices.
• Proficiency with accounting software Quick Books Online and advanced Excel skills required.
• Demonstrated ability to analyze complex financial data and present insights succinctly.
• Excellent attention to detail with the ability to manage multiple priorities and deadlines.
• High level of integrity and ability to handle confidential information with discretion.

• Financial reporting & analytical acumen
• Strong organizational and time‑management skills
• Effective communication and cross‑functional collaboration
• Problem‑solving and continuous improvement mindset