Bookkeeper

Congregation B’nai Israel (CBI)

Bookkeeper

CBI is a participatory, inclusive synagogue serving Orange County, CA. Our community is growing, with around 400 families from across the generations. Walking through our doors, you will experience the following:

· A sense of family, warmth, and interconnectedness in our “CBI village.”

· A deep commitment to Jewish learning, growth, and exploration.

· A passion for service and social justice, including our ongoing participation in multiple interfaith community projects and a new HIAS welcome circle.

· A strong spirit of collaboration between our committed, engaged lay leadership and our talented professional team, including our clergy and executive director.

As we grow our community, we are seeking a part-time Bookkeeper to take primary responsibility for overseeing accounts payable, accounts receivable, payroll processing, financial reporting, and monthly reconciliation.

The ideal candidate will possess at least 5-7 years of experience in fund-based accounting and reconciliation and a demonstrated proficiency in technology skills, including Microsoft Office and Quickbooks (experience with ShulCloud is a plus). We seek someone with exceptional attention to detail, the ability to prioritize, set and meet deadlines, a commitment to working in a team setting, and an ability to maintain appropriate discretion with congregant finances.

Responsibilities:

The Bookkeeper will take primary responsibility for overseeing accounts payable, accounts receivable, payroll processing, financial reporting, and monthly reconciliation. They will report to the Executive Director.

Properly account for member giving and payments

1. Obtain and record pledges for all campaigns.

2. Obtain and record all donations and payments (check, online payments, credit cards, other)

3. Prepare and send monthly member statements.

4. Prepare and send year-end statements.

5. Answer member calls and reach out to members regarding account discrepancies.

Pay vendors, bills, reimbursements, and process payroll.

1. Enter all invoices for payment, cut checks, organize signers, and prepare for mailing.

2. Process payroll according to payroll schedule, pay payroll taxes, file quarterly payroll tax reports, and prepare W2s as required.

Maintain Accounts

1. Balance checking and investment accounts

2. Prepare and submit monthly reconciliation to Treasurer.

Prepare financial reports.

1. Prepare a weekly giving summary.

2. Prepare monthly reports for Board meetings and Finance committee meetings.

3. Assist with year-end reports (aging and others) and annual budget development.

4. Develop cash flow projections and ensure adequate cash flow.

5. Prepare and file required 1099’s at year-end.

Participate in auditing.

Other duties as assigned to support our office team.

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Job Skills and Requirements

1. At least 5-7 years of practical experience in fund-based accounting and account reconciliation

2. Demonstrated proficiency in computer skills, including Microsoft Office and QuickBooks

3. Preference to candidates with ShulCloud experience

4. Attention to detail and precision in account reconciliation and report generation.

5. Commitment to working as a team to get the job done.

6. Confidentiality regarding all synagogue account records and member accounts

7. Bachelor’s degree in Business, Management, or Finance preferred, or equivalent experience

Hours and Compensation

1. This is a part-time, non-exempt, hourly employee.

2. Compensation will be between $35 and $40 per hour, depending on qualifications and experience.

To apply, please send a resume and cover letter to Executive Director Samantha Brown, exdir@cbi18.org with the subject line “CBI Bookkeeper Application.”

Job Type: Part-time

Pay: $35.00 - $40.00 per hour

Benefits:

• Flexible schedule

Physical setting:

• Office

Work Location: In person

Salary : $35 - $40