Bookkeeper

PCF Insurance Services is a premier risk management, benefits design, and insurance brokerage services firm ranked #20 on Business Insurance's 2023 Top 100 Brokers and #12 on Insurance Journal's 2023 Top Property/Casualty Agencies. With 3,100 professionals across the U.S., PCF Insurance Services harnesses the power of its Agency Partner network to provide world-class service and unparalleled solutions to its clients. As the #1 Fastest-Growing Company in Utah in 2021, 2022 and 2023 and #247 Inc. 5000 Fastest-Growing Private Companies in America, our commitment to excellence is unmatched. At PCF Insurance Services, we foster a dynamic and inclusive work environment, encouraging growth and innovation while valuing each team member's contributions. Join our exceptional team and help shape the future of the insurance industry.

Affiliated Adjustment Group, Ltd. (Part of PCF Insurance Services Network) is a partnership of companies with extensive experience in the public adjusting services business. Our firm has settled thousands of claims exclusively from the policyholder. Our Loss Consultants and Appraisers have built an international reputation on responsive, skillful, and professional assistance to policyholders in commercial, industrial, and residential claim settlements. We are dedicated to recovering the full amount to which the insured is entitled and expediting the claim process while allowing our clients to return to their normal daily activities. 

Job Summary:
We are seeking a bookkeeper to oversee financial transactions, reporting, and compliance for our organization. The individual will be responsible for managing Accounts Payable (AP) and Accounts Receivable (AR) processes, generating monthly financial reports, and ensuring accurate accounting records in QuickBooks and NetSuite. This role requires a strong analytical mindset, proficiency in financial software, and a keen eye for detail. The ideal candidate will possess a bachelor’s degree in accounting or finance and bring experience in financial management, ideally in a part-time bookkeeper/comptroller capacity.

Duties and Responsibilities:

• Responsible for all AP/AR transactions, including recording fees on physical files and in QuickBooks, making remote deposits via scanner, and requesting vendor checks through file upload.
• Run monthly accounting reports as necessary.
• Work directly with the corporate accounting team to maintain accurate accounting in QuickBooks (PCF accounting converting to NetSuite (in the near future).
• Maintain a revenue and expense tracking spreadsheet for the monthly report to partners.
• Work with HR to manage staff, including onboarding and managing time-off requests.
• Collaborate with payroll to approve payroll registers and enter commission or other pay adjustments.

Qualifications:

• Bachelor’s degree in accounting, Finance, or equivalent experience.
• Prior bookkeeping experience is a must.
• Proven experience in managing Accounts Payable (AP) and Accounts Receivable (AR) transactions.
• Proficiency in financial software, including QuickBooks and NetSuite.
• Strong analytical and financial reporting skills.
• Excellent knowledge of Microsoft Office Suite, with capabilities in Excel for financial analysis.
• Familiarity with accounting best practices and regulations.
• Prior experience in a bookkeeper/comptroller role or similar financial management position is highly desirable.
• Strong organizational and communication skills, with the ability to work independently and collaboratively as part of a team.

Compensation:

• Competitive and commensurate with experience.

Schedule:

• Part-time
• 4-5 hours per day

Location:

• Onsite