PT Bookkeeper

My Senior Health Plan • Brentwood, TN

1d • Onsite

About The Position

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.

Requirements

• 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

Nice To Haves

• Experience with CRM or policy management systems
• Familiarity with commission workflows or insurance carriers
• Knowledge of basic accounting principles

Responsibilities

• 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
• 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
• 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

Benefits

• Flexible part-time schedule (great for work–life balance!)
• Supportive team environment
• The chance to build consistent, meaningful impact in our financial operations

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed