Senior Bookkeeper Title: Senior Bookkeeper Reports to: Financial Services Program Manager Classification: Regular, non-exempt Compensation: $25 to $28/hour Senior Bookkeeper Position Description This position serves as an intermediate level accountant under 501 Commons’ Financial Services program. The Senior Bookkeeper will be responsible for providing bookkeeping and intermediate accounting services to small and medium sized non-profits in the Puget Sound area as well as assisting with oversight of Bookkeepers. The Senior Bookkeeper will maintain communication with clients, assign and distribute work to Bookkeepers, and review the work of Bookkeepers prior to reporting to clients. Essential Functions Delivers bookkeeping service consistent with the particular client engagement Adheres to 501 Commons’ accounting and customer service standards Knows and acts in a manner consistent with the program’s core values Providing information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail or in person Compiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data Observing, receiving, and otherwise obtaining information from all relevant sources Engages in client accounting projects, consulting, and clean up Attends regular team meetings Prepare, examine, or analyze accounting records, financial statements, or other financial reports to assess accuracy, completeness, and conformance to reporting and procedural standards Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, designing forms, and other office procedures and terminology Knowledge of principles and processes for providing customer service. This includes customer needs assessment, meeting quality standards for services, evaluation of customer satisfaction Basic knowledge of laws, tax codes, government regulations, and agency rules Acts as the 501 Commons’ central point of contact and representative with bookkeeping clients Assigns and distributes workload to Bookkeepers, ensures work is completed accurately and within deadlines Ensures work is assigned, monitored and completed in an efficient and effective manner in part by adhering to 501 Commons’ tools, technology, and systems Reviews the work product of Bookkeepers to ensure completeness and accuracy Works with Client Engagement Specialist to ensure timely delivery of work product to clients Regularly reports to the Program Manager or Finance Director the status of client engagements including but not limited to possible issues Ensures data integrity and that client files are complete and current Competencies Engages in and demonstrates good active listening with clients, peers, volunteers, and supervisors 3/15/2016 Page 1 of 3 Maintains and demonstrates a customer-focus consistent with 501 Commons’ values and current program strategies and guidelines Handles ambiguity appropriately by involving others including client(s), supervisors and peers in a manner and timing that provides the greatest benefit at the lowest cost to the client and 501 Commons Utilizes critical thinking skills and produces work at a high level of accuracy Uses good time management demonstrated by meeting or exceeding deadlines, arrives on time or early, maintains an accurate work calendar, and sufficiently anticipates task duration. Fosters strong professional relationships with clients, peers, and supervisors Self-monitors consistency, quality, communication, and has a general self-awareness Demonstrates problem sensitivity by recognizing and communicating to supervisor occurrences, patterns, or feelings that something may become a problem or issue. Effectively communicates with clients, peers, and supervisors in written and or verbal forms that is both timely, accurate, and complete. Consistently acts with integrity, ethics, and high moral standards Shows initiative in identifying opportunities to improve quality, efficiency, and effectiveness Demonstrates self-direction by staying organized, follows through on projects and tasks, anticipates and prepares for support from supervisors or peers, and avoids crisis-modes Actively learns on the job through exposure to new challenges, professional education opportunities, team training, and learning from others Maintains and improves technical accounting knowledge and skills by attending trainings as requested, participating in giving and receiving team training, and identifies knowledge gaps Qualifications To perform this job successfully, an individual must be able to perform each responsibility satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Evidence of the individual’s ability to be successful in this position would include the following: 2-3 years of bookkeeping experience, preferably with nonprofit organizations Expert knowledge of QuickBooks 2012 or later and Excel 2010 or later Experience managing and processing payroll including tax withholding and reporting Degree in accounting or equivalent experience Excellent interpersonal communications, decision making and problem solving skills 1-2 years leading or managing a small team 2+ years customer service experience Familiar with Microsoft Office including Outlook A history of stable employment, low absenteeism, and achievement in personal endeavors as well as in the workplace Work Environment/Physical Demands This position operates in a professional office environment and routinely uses standard office equipment such as computers, phones, copiers, and filing cabinets. The physical demands required to successfully perform the essential functions of the job include: talking and listening; standing; walking; sitting for extended lengths of time; keyboarding; occasionally reaching and bending; and driving. Expected Hours of Work 501 Commons’ days and hours of work are Monday through Friday, 8:30 a.m. to 6 p.m. Travel A limited amount of travel within King County region is expected for this position. 3/15/2016 Page 2 of 3 3/15/2016 Page 3 of 3