Bookkeeper

Bookkeeper, UUFVB

Title of Position: Bookkeeper

Department: Administration

Supervisor: Administrator

Effective Date: March 25, 2025

A. Nature of Position

Perform technical and administrative accounting work in maintaining the fiscal records for the Unitarian Universalist Fellowship of Vero Beach.

B. Position Responsibilities

1. Perform general cost accounting, payroll functions; maintain accounting records and other duties in the daily administration of the finance function.

2. Maintain payroll to include the maintenance of records and maintain filing of Federal Form 941.

3. File monthly sales tax.

4. Monitor accounts receivable collections from individuals and institutions, reconcile customer accounts, book revenues and fees.

5. Assist Treasurer to pay invoices, providing explanations of supporting materials and procedures, and preparing any necessary data.

6. Perform accounts payable duties such as verifying all invoices for payment, ensuring that expenditures are charged to appropriate accounts.

7. File all appropriate tax forms and reports with government agencies (i.e. Form 1099,).

8. Maintain records of all financial documents with appropriate supporting material; update records as necessary.

9. Recommend, design and implement any necessary department controls and procedures.

10. Prepare monthly financial statements, such as monthly balance sheets, income statements and report on changes in financial position and budget variances.

11. Reconcile general ledger accounts to their related subsidiary ledgers and adjust the general ledger accordingly.

12. Provide support such as schedules, data, information, etc. for the annual budget process.

13. Provide assistance with questions relating to payroll, budget to actual reports and general ledger.

C. Position Requirements

1. Education – Graduation from an accredited community college or university with a degree in bookkeeping or accounting or a closely related field. Relevant experience may substitute for education.

2. Skills

§ Technical

§ Proficient in PC-based software including Quickbooks, MS Excel and Outlook. Proficiency with Power Church is a plus. The bookkeeper must be proficient with the Internet and able to interact with web-based accounts.

§ Ability to prepare and analyze complex reports.

§ Proven bookkeeper experience

§ High degree of accuracy and attention to detail

§ Organizational

§ Can anticipate deadlines, plan multi-level workload, set priorities, and operate without detailed supervision.

§ Ability to act independently and exercise mature judgment.

§ Interpersonal

§ Flexible, patient and cordial in dealing with members, prospective members, volunteer leaders and the public.

§ Excellent telephone manner.

§ Sensitive to the confidential nature of many communications.

§ Knowledge of, or willingness to learn, basis principles of Unitarian Universalism.

§ Workplace safety is a priority.

3. Relevant Experience – At least two years of bookkeeping or financial work, preferably with a religious or other nonprofit association.

D. Position Relationships

1. Membership – Frequent interaction with members through telephone and personal contact. Daily contact with volunteers who provide part-time office/bookkeeping assistance.

2. Governance – Frequent interaction with elected and appointed leaders. Reports monthly to the Administration Committee and Facilities Management Committee.

3. Outside Organizations – Occasional contact with other churches, local or regional associations or government entities and outside organizations that lease or manage programs on Fellowship property.

4. UUFVB Staff – Daily interaction with Fellowship Minister, Fellowship Administrator and Treasurer of the Board of Trustees. Periodic contact with part time Fellowship volunteers.

E. References - Required

Job Type: Part-time

Pay: $20.00 - $25.00 per hour

Expected hours: 18 per week

Benefits:

• Paid time off

Schedule:

• Day shift

Work Location: In person

Salary : $20 - $25