Bookkeeping Specialist

Velora • Dixville, QC

4d • Remote

About The Position

Velora is a newly formed company comprising Aplos, Raisely, and Keela, with a shared mission to empower nonprofit organizations. We offer a suite of tools designed to simplify nonprofit operations, covering fundraising, donor management, financial tracking, and communications. This role is with the Aplos product, which provides comprehensive nonprofit and church management software, serving over 40,000 organizations since 2009. Aplos offers a dynamic CRM, fundraising tools, online donations, accounting, payroll, email marketing, and website building capabilities. The Bookkeeping Specialist will join the Professional Services department, serving as a full-charge bookkeeper for medium-complexity clients. The role involves collaborating with clients to ensure financial record accuracy, providing an exceptional customer experience, and utilizing AI-native tools to enhance efficiency and accuracy. The ideal candidate is passionate about bookkeeping, technology, and customer service, with a collaborative problem-solving approach.

Requirements

• 3–5+ years owning full-charge bookkeeping end-to-end with minimal oversight.
• A degree in accounting, finance, or business.
• Strong fundamentals in accounting and nonprofit bookkeeping; applies judgment to keep books clean, compliant, and decision-ready.
• Deep experience in Aplos (preferred) or similar systems; learns new workflows fast and uses tooling to work smarter.
• Strong Excel skills; uses templates, automation, and AI support to move faster without sacrificing accuracy.
• Builds trust with customers through proactive updates, clear expectations, and consistent follow-through.
• Clear, direct communicator who flags risks early and keeps everyone aligned.
• Outcome-focused and deadline-driven; prioritizes the work that moves the customer forward.
• Collaborative teammate who shares learnings, templates, and best practices to raise the bar for the whole team.
• High quality bar and attention to detail; catches issues early and prevents repeat errors.
• Comfortable using AI tools to accelerate research, reconciliation, and documentation while maintaining accuracy and confidentiality.
• Proactively identifies patterns (errors, missing info, process gaps) and proposes simple fixes that prevent repeat work.
• Operates with high autonomy; clarifies ambiguity, removes blockers, and drives work to completion.

Nice To Haves

• Deep experience in Aplos (preferred)

Responsibilities

• Manage full cycle of bookkeeping services for multiple Medium customers concurrently, including data entry, reconciliations, payroll, donations and periodic accounting clean-up as necessary
• Use AI-native tools to streamline workflows and deliver faster, more accurate results for Aplos bookkeeping clients.
• Maintain an average of 70% of your working time spent on billable client work
• Understand organizational needs and provide valuable feedback, proposing solutions to enhance information clarity
• Maintain a high customer net promoter score (9 or 10) by building positive relationships with the customer, communicating proactively, and providing quality and satisfactory services.
• Adhere to established processes to ensure robust financial controls are in place
• Identify areas for process improvement, actively participating in collaborative knowledge-sharing with teammates

Benefits

• Paid Time Off
• 4 weeks paid leave plus 11 days of public holidays, as well as an ‘end of year shutdown’ which is an extra 2 week company holiday. Plus, you are entitled to generous paid sick leave. (Canada)
• Open or paid discretionary time off (take time when you need it), plus 11 days of public holidays, as well as an ‘end of year shutdown’ which is an extra 2 week company holiday. Plus, you are entitled to generous paid sick leave. (US)
• Work remotely
• Training – support for learning new skills or paying for conference or course tickets.
• Medical, dental, vision, disability and life insurance coverages
• 4% match on Retirement (Canada & US)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level