Full-Charge Bookeeper at Vigilance Health Inc.

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.