PT Bookkeeper
Confidential
Posted: February 12, 2026
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Quick Summary
A highly organized, detail-loving bookkeeping professional looking for a flexible part-time role to support our finance operations with a strong focus on carrier statement reconciliation and QuickBooks Online vendor management.
Required Skills
Job Description
Are you a highly organized, detail-loving bookkeeping professional looking for a flexible part-time role? Do you enjoy keeping financial systems clean, accurate, and running smoothly? If so, we’d love to meet you.
We’re looking for a Part-Time Bookkeeper to help support our finance operations with a strong focus on carrier statement reconciliation and QuickBooks Online vendor management. This role is perfect for someone who enjoys problem‑solving, takes pride in accuracy, and thrives in a supportive but fast-paced environment.
What You’ll Do
1. Carrier Statement Reconciliation
Download, track, and reconcile monthly carrier commission statements
Match commission payments to internal production reports and CRM data
Identify missing commissions, discrepancies, or variances
Maintain accurate logs of received and outstanding commissions
2. QuickBooks Data Entry & Vendor Management
Enter new vendors into QuickBooks Online and maintain existing vendor records
Update vendor profiles (addresses, W‑9 details, payment terms)
Code transactions to the proper accounts and classes
Support AP/AR functions including invoice entry, payment prep, and light collections follow‑up
3. General Bookkeeping Support
Assist with monthly bank and credit card reconciliations
Upload and organize financial documents in SharePoint, Teams, etc.
Help support month‑end close reporting and data exports
Maintain spreadsheets, tracking logs, and internal accounting tools
What You Bring
1–3 years of bookkeeping or accounting experience
Strong proficiency in QuickBooks Online
Experience reconciling statements (carrier or vendor statements a major plus)
Comfortable using Excel/Google Sheets (sorting, filtering, basic formulas)
High attention to detail and accuracy
Strong organizational and communication skills
Ability to meet deadlines and work independently
Bonus Skills (Not Required)
Experience with CRM or policy management systems
Familiarity with commission workflows or insurance carriers
Knowledge of basic accounting principles
Why You’ll Love Working With Us
Flexible part-time schedule (great for work–life balance!)
Supportive team environment
The chance to build consistent, meaningful impact in our financial operations