What are the responsibilities and job description for the Bookkeeper position at Vascular Institute of Virginia?
Vascular Institute of Virginia
Internal Accounting Services (IAS) Job Description for:
IAS I:
Summary of Job Position: The Internal Accounting Services Staff I will, with supervision, of a Supervisor, Controller or Principal, maintain records of financial transactions by reviewing & posting transactions; reconciling accounts, and ensuring compliance with client’s guidelines and operating procedures. This position essentially provides full charge bookkeeping services for a physician office.
This is an on-site job in the Woodbridge, VA area. Must be in office 5 days working with accounting team.
Essential Duties and Responsibilities may include the following. (Other duties may be assigned depending on the needs of the business.)
- Perform all work according to the firm’s methods, policies, and procedures.
- Balance and maintain accurate ledgers, reconcile those ledgers with the general ledger.
- Download accounting transactions for integration with multiple systems for accounting and reconciliation including but not limited to:
- Vendor invoices
- Credit Card transactions
- Bank deposits of varying types
- Intercompany transactions
- Understand relationship of each tech applications with the others, becoming proficient in troubleshooting connection issues
- Record vendor invoices.
- Invoicing and collection of accounts receivable, and proper recording of these transactions in the accounting software.
- Maintain accounting work papers, including trial balances, prepaid expense schedules, deferred revenue schedules, and depreciation schedules.
Qualifications/Competencies:
Client Services:
- Promptly provide support to Controller, or CAO, or the Principal.
- Maintains strict confidentiality of all client business.
- Is courteous, friendly, and professional during client & team member interactions.
Communication/Language
- Actively Listens and inquires to understand when concepts are not clear.
- Begins to build internal relationships and a network of peers, cultivating an environment of trust, respect & fairness.
- Written communication is clear, concise, and composed in a manner consistent with English grammar standards.
Operational Excellence (Effective, Efficient, Productive):
- Looks for chargeable/billable opportunities when regular work is complete.
- Strives to complete assignments in budgeted time or less.
- Maintains detailed, accurate time records with descriptions of work for client billing.
- Maintains own weekly schedule and communicates with schedulers and reviewers.
- Provides neat, complete, and organized workpapers using the firm’s technology.
Personal Development:
- Takes initiative to increase knowledge and skills through self-study.
- Identifies opportunities to try new tasks to expand personal knowledge.
- Completes all training requirements.
- Takes active role in improving upon goals identified during the review process.
Accounting:
- Able to perform basic to intermediate bookkeeping functions.
- Working knowledge of accounting language and relationship between debits and credits
- Possesses mathematical skills to understand, disaggregate and analysis simple to moderate tax/accounting scenarios.
Technology & Software:
- Microsoft Office suite of products including but not limited to:
- Excel
- Word
- Outlook
- OneDrive/Sharepoint
- QuickBooks suite of products knowledge a plus
- Bill.com
- Expensify expense management software
Education & Experience:
- Enrolled in an associates accounting degree program or greater. AA/BA degree a plus.
- Proven thorough understanding of basic accounting & bookkeeping.
- Ability to work overtime as required during busy times.
Certificates, Licenses, Registrations - None Required. See section on Personal Development for more information.
Travel – Rare, but we have 3 offices currently
Lifting - Occasional lifting of boxes and/or paperwork up to 25 pounds may be required for no more than 10% of the year, depending on the assigned client base.
Classification: Nonexempt
Measurements/Success Factors:
- Must show consistent communication with team members on all assignments.
- Respectful of firm hierarchy and management process under normal working circumstances.
- Must be able to demonstrate clear and concise communications with team members whether written or oral.
- Consistently complies with firm procedure regarding the following:
- Enter all time on daily basis.
- Use of document saving and naming conventions
- Prepares weekly schedule in advance of scheduler's need for the report.
- Consistently prepares neat, complete, and organized workpapers using the firm’s technology.
- Demonstrates a commitment to attending training opportunities.