Bookkeeper - Excel Partners

Bookkeeper

Job Description:

Our client seeks a skilled Bookkeeper | CRM Manager to join their team. The ideal candidate will be an expert in QuickBooks and CRM systems to efficiently manage and maintain financial records and customer relationships.

Job Summary
Job Title: Bookkeeper | CRM Manager
Direct Report: President & CEO
Location: Danbury, CT
Hours: Monday – Friday, 8:30 am-4:30 pm

Benefits:
Health insurance, PTO and Sick days, IRA

Responsibilities:

• Manage financial data entry and ensure accuracy in QuickBooks software and CRM platform.
  
• Oversee CRM system and integration of QuickBooks data, including invoice population, member updates, payments, and profile data.
  
• Interface with the organization’s partners, tourism members, sponsors, and prospects on all financial-related deliverables
  
• Generate financial reports for review by the President & CEO
  
• Collaborate with leadership to ensure seamless information flow between systems.
  
• Develop processes for financial efficiencies across membership, events, and forecasting.
  
• Collaborate directly with the President and Treasurer to create an annual budget.
  
• Serve as the main point of contact for annual Client audit.
  
• Reconcile bank statements and maintain general ledgers.
  
• Manage the overall P&L, including AR, AP, payment processing, taxes, vendor agreements, grant forms, and sponsorship payments.
  
• Process and maintain cash receipt records, daily deposits, and check disbursements.
  
• Manage equipment, maintenance, supply, and office-related contracts.
  

  Requirements:

• Bachelor’s degree in accounting, Finance, Business Administration, or related field preferred
  
• Proven experience and proficiency in QuickBooks and CRM software
  
• Strong understanding of financial principles and data tracking
  
• Excellent communication and people skills.
  
• Meticulous with the ability to multitask and prioritize tasks effectively.
  
• Experience in Non-Profit, City, State, or Government a plus but not required.