McGregor & Associates, Inc.

Bookkeeper – Hybrid

McGregor & Associates, Inc.

full-time

Posted on:

Location Type: Hybrid

Location: Lexington • Kentucky • United States

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Salary

💰 $22 per hour

About the role

  • Responsible for recording, tracking and maintaining company financial transactions.
  • Complete monthly invoicing for departments (involves running reports, extracting data, creating, reviewing and sending invoices).
  • Receive and apply payments and credits using accounting system.
  • Prepare, post and file bank deposits.
  • Manage auto-pay, including setting up clients in banking platform and pulling funds to satisfy invoices.
  • Send monthly reminders to clients by email or phone to collect payment for past due invoices.
  • Communicate with clients regarding account balance questions.
  • Record, pay and file bills timely.
  • Communicate with vendors regarding questions or discrepancies.
  • Monitor and record bank transactions.
  • Upload check and ACH transactions to Positive Pay and review exceptions.
  • Maintain W-9 records.
  • Keep company President apprised of financial standing, communicate unusual financial activity or problems that may arise and attend regular bookkeeping meetings.
  • Performs other related financial duties as assigned.

Requirements

  • Education: Associates degree required, preferably in accounting, finance, business or related field.
  • Experience: Previous bookkeeping or financial experience and proficient in QuickBooks and Microsoft Office
  • Skills: Knowledge of bookkeeping principles; Excellent math and accounting skills; High degree of accuracy and attention to detail; Strong organizational skills; Strong verbal and written communication skills.
Benefits
  • Employer funded health insurance benefits
  • Group sponsored dental insurance
  • Employer paid vision insurance for employee, spouse & dependents
  • Employer paid life, short-term disability and long term disability insurance
  • Employer funded Health Savings Account (HSA)
  • Employer funded Health Reimbursement Arrangement (HRA)
  • Flexible spending account benefits
  • Up to 5 weeks vacation leave
  • Paid sick leave
  • Holiday pay
  • 401(k) retirement plan benefits including matching employer contributions
  • Performance bonuses
  • Flex schedules

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
bookkeepingfinancial transactionsinvoicingdata extractionbank depositspayment processingaccounting principlesQuickBooksMicrosoft Officefinancial reporting
Soft skills
attention to detailorganizational skillsverbal communicationwritten communicationaccuracyclient communicationproblem-solvingtime managementinterpersonal skillsteam collaboration
Certifications
Associates degree in accountingAssociates degree in financeAssociates degree in business