Bookkeeper
Job
Birth Choice San Marcos
San Marcos, CA (In Person)
Full-Time
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Job Description
Job DescriptionJob Description Job Description:
Bookkeeper _____________________________________________________________________________QUALIFICATIONS
1. Express full agreement with Birth Choice's (BC) Statement of Faith, Purpose Statement and Statement of Commitment 2. Is dependable, stable, and capable of following through on commitments 3. Maintains a consistent life-affirming philosophy 4. Completion of applicable training 5. Agree to have aCriminal Background Check SKILLS:
1. Advanced use of technology 2. Bookkeeping 3. Writing & reporting 4. Organization & time management 5. Effective communication, listening & presentation skills 6. Independent work & team player 7. Attention to detailPROGRAM EXPERIENCE
(Preferred but not required): 1.Microsoft Office Suite:
Outlook, Word, Excel, PowerPoint 2. QuickBooks 3. CDM+ 4. Share Point 5. Cool FocusRESPONSIBILITIES
The Bookkeeper provides information and financial expertise to enhance Birth Choice operations. Reports directly to the CEO through verbal and email communication, written reports and monthly budget meetings. FINANCE- Manages affiliation members and dues
- Recording payroll
- Oversees credit card use, limits and charges, reporting fraudulent charges (weekly)
- Manages workers compensation insurance and reports due annually
- Posts all financial information into QuickBooks, overseen by the Board Treasurer
- Maintains operational budget and accountability, payment of bills, annual reporting and tax information, maintains paper backup records for reconciliations
- Produces/retrieves all related financial files as needed for board meetings and annual tax filings
- Oversees and provides direction for Assistant Bookkeeper
- Maintain Cool Focus donor records: create new ones as necessary, ensures all roles are correct
- Input all online donations as contributions for donors in Cool Focus
- Update subscriptions, contact information, credit card charges on all online accounts
- Provide CEO monthly update with budget/financials, discuss overages/savings, add notes, year to date comparative analysis
- Directs follow up on declined online donation transactions - update credit cards if needed
- Cut checks for CEO to sign as necessary
- Coordinate monthly donation tax receipts from Cool Focus (mailing from office)
- Pay invoices as necessary or record automatic expenses
- Enter all expenses, deposits, payments and transfers into QuickBooks
- Record monthly online donations through CDM+ in various income categories
- Reconcile Bank of America checking account
- Keep all backup for reconciliations, checks, expenses, notices, filings, letters and communication
- Send updated appeals donations, baby bottle drive donations, and virtual baby bottle program donations to CEO for Board meeting
- Reconcile all financials for fundraising activities and events
- Reconcile credit card & pay bill
- Answers inquiries related to donors, finances and operational expenses
- Maintain professional & technical knowledge by attending educational workshops & receiving applicable training for job responsibilities Company DescriptionBirth Choice is a Faith based Pro-Life Pregnancy Resource Medical Clinic.
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