Senior Bookkeeper

We are working with an outstanding organization in the Triad area seeking to fill a newly created position as a Senior Bookkeeper

This role will be responsible for maintaining accurate and complete financial records. This full-charge role owns the day-to-day accounting cycle from data entry through financial reporting, including all reconciliations, billing, payroll processing, accounts receivable, and special analysis projects.

The ideal candidate brings deep QuickBooks Online expertise, a thorough understanding of home care or healthcare accounting, and the initiative to work independently while communicating proactively with leadership.

KEY RESPONSIBILITIES

•       Serve as primary QBO administrator; maintain chart of accounts, class tracking, and user permissions

•       Enter and categorize all transactions; ensure proper coding to cost centers and service lines

•       Manage and update QBO settings, integrations, and third-party app connections

•       Perform month-end and year-end close procedures in QBO

•       Reconcile all bank accounts and credit card statements monthly with zero unresolved variances

•       Investigate and resolve discrepancies in a timely manner; escalate material issues to management

•       Maintain electronic documentation of all reconciliation workpapers

•       Generate and distribute invoices to private-pay clients, long-term care insurance carriers, and third-party payers

•       Post payments, adjustments, and denials; apply credits accurately

•       Monitor aging reports and follow up on outstanding balances; manage collections process

•       Process bi-weekly (or weekly) payroll for hourly and salaried staff via integrated payroll platform

•       Ensure accurate calculation of regular, overtime, holiday, and PTO hours

•       Reconcile payroll registers to general ledger each pay period

•       Manage payroll tax filings, remittances, and quarterly/annual reports (941, 940, W-2, etc.) or coordinate with payroll service provider

•      Prepare monthly financial statements (P&L, Balance Sheet, Cash Flow) and management summary reports

•       Develop and maintain KPI dashboards tracking revenue per client, cost per visit, and caregiver utilization

•       Conduct ad-hoc analysis projects including variance analysis, budget-to-actual comparisons, and profitability by service line

•       Process vendor invoices; obtain proper approvals prior to payment

•       Manage check runs, ACH payments, and credit card expense reporting

•       Maintain vendor files, W-9s, and prepare annual 1099-NEC filings

•       Assist with external audits and reviews; prepare supporting schedules and answer auditor inquiries

•       Safeguard confidential financial and employee information per HIPAA and company policy

Education

•       Associate’s or Bachelor’s degree in Accounting, Finance, or related field preferred

•       Equivalent combination of education and experience will be considered

Experience

•       Minimum 3–5 years of full-charge bookkeeping experience required

This role can be worked as a hybrid position

Salary $48,000 - $58,000