Nature and Scope of Job

Helios School is an innovative, independent school community for gifted children in grades K-8. The Part-time

Bookkeeper assists the Business Office in the execution of financial processing, reporting and planning. Essential

functions for this position include and are not limited to accounts payable, accounts receivable, collections, cash

application, approving vendor invoices, reconciliations of accounts and credit card reconciliations.

FLSA Status

Part-time (15-20 hours), Non-Exempt

Salary

$30.00-$33.00 per hour

Length of Work Year

12 months

Line of Authority

1. Reports to the Director of Finance and Operations (DFO)

2. This position does not manage any faculty or staff

Essential Duties and Responsibilities

1. Fully supports the School’s mission and is a highly engaging, positive and assertive ambassador for the School.

2. Processes Accounts Receivable, Accounts Payable, bank deposits and 1099 tax documents.

3. Assists the DFO with various schedules in preparation for the annual financial audit.

4. Processes cash/check/ACH/credit card receipts; applies to customer invoices where appropriate and prepares deposit

for the bank.

5. Performs monthly bank account reconciliations in a timely manner, recording any interest earned or bank charges

where appropriate.

6. Prepares and e-mails invoices for tuition, After Care, Summer Camp, fundraising, other school revenue sources and

incidental charges. Provides DFO with weekly account receivable reports and sends reminders for payments past due.

7. Performs other duties and oversees special assignments as necessary or assigned by the DFO or HOS.

Skills and Knowledge

1. Highly skilled in the following areas: verbal and written communication, organization, time management, attention to

detail and problem-solving.

2. A role model of high standards of professional behavior.

3. A strong sense of ethics and integrity.

4. High degree of diplomacy and confidentiality.

5. Excellent typing and computer skills.

6. Basic knowledge of GAAP.

7. Experience with any ERP system.

8. Thorough knowledge of:

a. standard office practices and procedures, grammar, punctuation and spelling

b. Microsoft Office Suite (Word, Excel and PowerPoint) and mail merge function.

9. Skilled at using a variety of modern office equipment.

10. Innovative, growth mind-set, self-starter who works efficiently to attain goals.

11. A role model of high standards of professional behavior and strong leadership.

12. Willing to embrace the lifestyle of working in a small independent school by being a team-player and working the

amount of time that is required to model excellence in job performance.

Minimum Requirements:

1. Legal Authorization to work in the U.S.

2. Ability to pass a Department of Justice (DOJ) fingerprint clearance.

3. Within 60 days of hire, provision of TB (tuberculin) clearance, as mandated by the California Education Code.

License/Certification:

First Aid, AED and age-appropriate CPR certification

Valid California Driver License

Experience:

1. Three to five years of experience in full-charge bookkeeping.

2. Experience with Veracross, Xero and bill.com desired.

3. Extensive knowledge of payroll taxes.

4. Experience in a not-for-profit environment and/or independent school is highly preferred.

Physical and Psychological Demands:

1. Must be:

a. physically and mentally capable of performing multiple tasks simultaneously and be capable of consistently

functioning well in a fast-paced environment

b. work independently with little supervision

c. able to occasionally lift a minimum of 25 pounds

d. willing to travel as needed, including overnight stays, to represent the School

e. capable of using a visual display terminal with keyboard

f. able to give and take criticism and direction well.

2. Must enjoy working collegially and congenially with faculty/staff, parents and children in a school that highly values

community.

3. Must exhibit the following qualities to be a successful team player:

a. trustworthiness and the ability to trust other team members and supervisor

b. ability to communicate in a timely and professional manner to address conflicts

c. strong evidence of commitment and loyalty to Helios School

d. strong evidence of ownership and accountability for work

e. consistent and superior attention to detail and results.

Submit a letter of introduction and resume to careers@heliosschool.org

Job Type: Part-time

Pay: $30.00 - $33.00 per hour

Expected hours: 15 – 20 per week

Experience level:

• 4 years

Schedule:

• Day shift
• Monday to Friday

Experience:

• Bookkeeping: 3 years (Preferred)

Ability to Commute:

• Sunnyvale, CA 94086 (Required)

Ability to Relocate:

• Sunnyvale, CA 94086: Relocate before starting work (Required)

Work Location: In person