Full Charge BookKeeper

Full-Charge Bookkeeper 

Success Description 

Position Overview 
The Full-Charge Bookkeeper is responsible for managing all aspects of the company’s financial records, ensuring accuracy, compliance, and timely reporting. This role requires a dynamic and creative problem-solver who thrives on addressing challenges with innovative solutions. We need a proactive professional with a bright, strategic mindset, capable of anticipating needs, identifying opportunities, and implementing financial efficiencies. 

This individual will bring a solid foundation in bookkeeping and financing, paired with a forward-thinking approach to enhance processes and drive continuous improvement. They will actively contribute to the financial health of Vigilance Health, supporting our mission and aligning with our core values: Having Fire, Being Driven, Being Partners, Building Solutions, and Being Coaches. 

Core Values Integration 

• Having Fire 
  Passionately approach financial stewardship by ensuring meticulous records, maintaining compliance, and pursuing continuous improvement. Bring energy and dedication to solving financial challenges and improving processes. 

• Being Driven 
  Demonstrate a results-oriented mindset by meeting deadlines for monthly, quarterly, and annual reports. Take ownership of financial accuracy, delivering insights that contribute to organizational growth and efficiency. 

• Being Partners 
  Collaborate closely with leadership, the accounting team, and other departments to align financial management with organizational goals. Provide clear, actionable financial data to empower strategic decisions. 

• Building Solutions 
  Proactively identify and implement process improvements to enhance financial accuracy and efficiency. Use technology and innovation to streamline operations while maintaining compliance and accountability. 

• Being Coaches 
  Support and mentor junior team members or peers in understanding financial practices, systems, and processes. Share knowledge generously to strengthen the overall team's capabilities. 

Essential Duties & Responsibilities 

• Manage all aspects of bookkeeping, including general ledger, accounts payable (AP), accounts receivable (AR), payroll, and bank reconciliations. 

• Handle partner invoicing and collections (A/R), ensuring timely and accurate processing. 

• Oversee accounts payable processes, including check writing, credit cards, and ACH transactions. 

• Process journal entries and maintain accurate financial records. 

• Prepare and generate accurate and timely financial statements, including profit and loss (P&L), balance sheet, and cash flow reports. 

• Perform monthly, quarterly, and annual closing processes to ensure accurate financial reporting. 

• Review financial reports with leadership, providing education on P&L statements and financial performance. 

• Conduct financial analysis and forecasting to support decision-making and organizational growth. 

• Monitor cash flow and manage budgets in collaboration with leadership. 

• Handle cash management, bank depositing, and account/bank reconciliations. 

• Oversee payroll processing and ensure compliance with federal, state, and local regulations, including payroll tax oversight. 

• Maintain productivity reports and provide insights into operational performance. 

• Develop and refine internal financial controls to safeguard company assets. 

• Handle all tax reporting requirements, including sales tax, payroll taxes, and year-end filings. 

• Participate in management meetings, providing financial insights and updates. 

• Collaborate with external auditors, tax professionals, and CPAs to ensure compliance and optimize financial practices. 

• Support capital planning needs and contribute to long-term financial strategy. 

• Oversee the billing team, mentor the billing supervisor, and ensure efficient billing operations. 

• Utilize accounting software (e.g., QuickBooks) to maintain organized and transparent financial records. 

• Maintain and enforce financial policies, procedures, and compliance with applicable regulations. 

• Confer with leadership on financial issues, offering solutions and strategies to address challenges. 

Key Performance Indicators (KPIs) 

• Timeliness: Ensure 100% of financial reports are submitted on or before deadlines. 

• Accuracy: Achieve and maintain a 99% accuracy rate in financial reporting and reconciliations. 

• Compliance: Maintain zero instances of non-compliance with tax laws, payroll regulations, and internal policies. 

• Efficiency: Reduce manual processes and improve operational efficiency through the implementation of new tools or procedures, measured quarterly. 

• Collaboration: Receive positive feedback from leadership and peers on communication and support in financial matters. 

Qualifications 

• Proven experience as a Full-Charge Bookkeeper or similar role. 

• Advanced proficiency in accounting software (e.g., QuickBooks, Sage, or equivalent). 

• Strong knowledge of accounting principles, regulations, and tax laws. 

• Exceptional organizational and time management skills. 

• Strong analytical and problem-solving abilities. 

• Excellent verbal and written communication skills. 

• Bachelor’s degree in accounting, finance, or a related field preferred but not required. 

• Experience in healthcare or a similar industry is a plus. 

Reporting Structure 
The Full-Charge Bookkeeper reports directly to the CEO and collaborates with the executive team and department heads to ensure financial transparency and alignment with strategic objectives. 

Main office recently relocated, current main office is located at: 

555 St Charles Drive

Thousand Oaks, CA 91360

Salary : $26 - $34