Full Charge Bookkeeper & Business Metrics Coordinator

$52,000 - $62,400/Yr

A J Permits - Jupiter, FL

Full-time - Entry Level

Jupiter, FL

About the position

The Full Charge Bookkeeper & Business Metrics Coordinator is responsible for managing financial records, cash flow, and reporting, while also coordinating key meetings and employee evaluations. This role involves developing systems for financial transactions, preparing cash management reports, and ensuring compliance with payroll regulations. Additionally, the position includes overseeing recruitment processes, departmental budgeting, and supporting training and development initiatives within the organization.

Responsibilities

• Establish and maintain accurate records of financial transactions by posting transactions, reconciling entries, and ensuring compliance with legal requirements.
• Develop systems to account for financial transactions, maintain a proper chart of accounts, and define and enforce bookkeeping policies and procedures.
• Lead the cash management report by preparing and analyzing weekly Cash Flow Reports, monitoring the company's liquidity, and proactively identifying potential cash flow challenges.
• Prepare and present weekly proprietary Cash Management and Flash Reports, summarizing key financial metrics and trends to support decision-making.
• Conduct collections for all past-due accounts and manage all aspects of weekly payroll, ensuring compliance with payroll regulations.
• Serve as the Leadership Team Outside facilitator for weekly accountability meetings, preparing agendas, gathering data, and distributing necessary materials.
• Take detailed notes during meetings, documenting key decisions and action items, and ensure prompt follow-up.
• Maintain a central To-Do List Tracker for tasks assigned in meetings, providing updates on task progress, tracking accountability, and flagging any potential delays.
• Prepare, track, and analyze weekly performance metrics (KPIs) to provide insights on revenue, expenses, cash flow, and other key indicators.
• Analyze trends in performance metrics, providing insights to management to support informed decision-making.
• Maintain a weekly employee evaluation system to document performance, identify standout achievements, and address any performance issues promptly.
• Track participation and outcomes in incentive programs, ensuring alignment with company goals, and manage the budget for these programs, providing monthly or quarterly reports to leadership.
• Assist in screening candidates for open positions, coordinate interviews, and ensure smooth communication with hiring managers and candidates.
• Manage onboarding for new hires, including HR paperwork, training schedules, and introductions to team members and resources.
• Work with department heads to gather and allocate budget needs, ensuring alignment with the overall company budget and adherence to budgetary limits.
• Conduct quarterly budget reviews with department heads, analyzing spending trends and adjusting forecasts.
• Ensure adherence to federal, state, and local financial and regulatory requirements by studying laws, filing reports, and advising management on required actions.
• Prepare thorough QuickBooks files for submission to the company's accounting firm at year-end.
• Document key financial and operational processes, continuously seeking and proposing improvements to streamline workflows and enhance efficiency.
• Prepare regular updates for all employees on key developments, meeting outcomes, and notable achievements, promoting transparency and alignment.
• Set up a system for collecting anonymous employee feedback, summarizing trends, and presenting them to management for continuous improvement.
• Act as a confidential resource for minor conflicts or employee concerns, providing a neutral party for issues needing management's attention.
• Organize and track mandatory and optional training programs, based on employee evaluations and skill gaps.
• Work with managers to set and monitor individual development plans, particularly for high-potential employees, and allocate budget as needed for training initiatives.
• Act as a central coordinator for cross-functional projects, ensuring effective communication, resource allocation, and timely completion.
• Track and manage project budgets, providing updates on spending and anticipated variances to ensure financial control over company projects.

Requirements

• Experience in QuickBooks and financial record maintenance.
• Strong understanding of cash flow management and financial reporting.
• Ability to develop and enforce bookkeeping policies and procedures.
• Experience in payroll management and compliance with payroll regulations.
• Strong organizational skills and attention to detail for meeting facilitation and documentation.
• Ability to analyze performance metrics and provide actionable insights.
• Experience in employee evaluation and incentive program management.
• Strong communication skills for recruitment coordination and onboarding processes.
• Experience in budgeting and financial planning, including variance analysis.

Nice-to-haves

• Experience with project management and cross-functional coordination.
• Familiarity with compliance and regulatory adherence in financial practices.
• Skills in conflict resolution and employee relations support.

Benefits

• Competitive hourly pay of $25 - $30.
• Full-time employment with a consistent schedule from Monday to Friday.