Bookkeeping Manager - Aplos
V
VeloraNonprofit Accounting
US: CA, CO, GA, FL, ID, MD, MA, MN, NC, NV, OR, SC, TN, TX, VA, WA, (California, Colorado, Georgia, Florida, Idaho, Maryland, Massachusetts, Minnesota, North Carolina, Nevada, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington) Canada Provinces: British Columbia, Ontario, Alberta, Manitoba onlyFull-TimeManager
Salary75000 - 100000 USD per year
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Job Details
- Experience
- 5+ years of experience in full-charge bookkeeping or accounting services, ideally with a portfolio-style, multi-client environment. 2+ years of people management experience
- Required Skills
- Microsoft Excel
Requirements
- 5+ years of experience in full-charge bookkeeping or accounting services, ideally with a portfolio-style, multi-client environment.
- Strong understanding of accounting principles and the full accounting cycle, including reconciliations and month-end close.
- Familiarity with nonprofit/church accounting practices (fund accounting strongly preferred).
- High comfort with technology and accounting software.
- Experience with Aplos or similar systems is a strong plus.
- Strong Excel skills (including building/maintaining spreadsheets for tracking, reconciliation, and reporting).
- 2+ years of people management experience, including coaching, performance management, and career development.
- Proven ability to build trust, create team accountability, and support a healthy, collaborative team culture.
- Experience designing team workflows, setting quality standards, and creating repeatable processes.
- Strong hiring and onboarding skills, including structured interviewing and ramp plans.
- Clear, proactive communicator who can translate complex accounting topics for non-technical audiences.
- Strong judgment under pressure. Able to prioritize, manage escalations, and make decisions when timelines are tight.
- Customer-first mindset with a track record of building strong relationships and improving customer satisfaction.
- Continuous improvement mindset. Comfortable identifying root causes and driving practical process changes.
- Comfortable working in a remote or hybrid environment with distributed stakeholders.
Responsibilities
- Lead, coach, and develop a team of Bookkeeping Specialists supporting multiple customers concurrently.
- Set clear expectations, priorities, and capacity plans so the team can deliver on deadlines and customer commitments.
- Ensure high-quality, accurate bookkeeping across the full accounting cycle for customer portfolios, including reconciliations, payroll support (as applicable), and periodic accounting clean-up.
- Monitor and improve team performance against key goals, including quality standards, customer satisfaction, and billable utilization targets.
- Establish and continuously improve team workflows, documentation, and controls to support consistent delivery and strong financial governance and gross margin.
- Serve as an escalation point for complex customer issues, helping the team troubleshoot, de-escalate, and communicate effectively.
- Partner cross-functionally with Support, Success, Product, and Sales to unblock customers, share insights, and improve the end-to-end experience.
- Drive onboarding and ongoing enablement for new team members, including training plans, shadowing, and skills assessments.
- Contribute to hiring and team growth, including interviewing, calibration, and mentoring emerging leaders.
- Collaborate with Finance on monthly bookkeeping services revenue recognition.
- Own month and annual bookkeeping services revenue forecast.
- Drive post sales bookkeeping sales, include but not limited to attend sales prosepcted identified from website and cross functional partner, propose and execute promotional campaigns.
- Own the reporting and continued improvement of bookkeeping team performance KPIs.
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