Bookkeeping & Operations Coordinator

Overview

We are a small, fast-paced marketing business seeking a reliable and detail-oriented individual to take ownership of both bookkeeping and day-to-day operational support.

This is a hands-on hybrid role combining financial responsibilities with program coordination and administrative support. The position is ideal for someone who enjoys working with numbers while also contributing to the organization and execution of client projects.

Key Responsibilities

Bookkeeping (Primary Focus)

·         Manage day-to-day bookkeeping using QuickBooks Desktop

·         Handle accounts payable and receivable, invoicing, and payment tracking

·         Perform monthly reconciliations (bank accounts, credit cards, and program activity)

·         Support month-end processes and reporting

·         Maintain accurate and up-to-date financial records

·         Coordinate with external accounting support as required

Operations & Program Support

·         Assist in the coordination and administration of client programs and promotions

·         Reconcile program activity and track qualifications and results

·         Prepare reports, lists, labels, and support mailing coordination

·         Maintain organized program files, records, and databases

·         Support data entry, tracking, and reporting across multiple projects

·         Collaborate with team members to meet weekly and monthly deliverables

·         Identify and support improvements to processes and workflows

·         3–5 years of experience in a bookkeeping and administrative/operations role

·         Strong working knowledge of QuickBooks (required)

·         Advanced proficiency in Microsoft Excel (pivot tables, lookups, data management)

·         Strong attention to detail and accuracy

·         Excellent organizational and time management skills

·         Ability to manage multiple priorities in a fast-paced environment

·         Strong communication skills and ability to work both independently and as part of a team

·         High level of discretion when handling confidential financial and client information