Bookkeeper and Office Manager

Haas O'Brien Insurance Group; Newtown (CT); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Coffee Station

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Life Insurance

Retirement Plan

Mon-Fri Schedule

Weekends Off

401k

Parental Leave

Advancement Opportunities

Job summary

Haas O'Brien Insurance Group in Sandy Hook, CT is seeking a dedicated Bookkeeper and Office Support specialist to keep our finances healthy and our daily operations running smoothly.

You will handle accounts payable/receivable, monthly reconciliations, payroll processing, vendor management, and financial reporting for the leadership team, with a focus on accuracy, organization, and reliable support.

Qualifications

• Minimum of three years' experience in bookkeeping or accounting.
• Proficiency in QuickBooks Online and Microsoft Excel.
• Understanding of GAAP and general financial reporting practices.
• Reliable transportation to our office in Sandy Hook.
• High school diploma or equivalent; associate degree in accounting or business preferred.
• Experience with office management software and digital document filing systems.

Responsibilities

• Manage all aspects of accounts payable and receivable with accuracy and attention to detail.
• Perform monthly bank and credit card reconciliations to ensure financial records align perfectly.
• Prepare and analyze monthly financial statements for the leadership team.
• Coordinate office supply orders and vendor management to keep our operations running smoothly.
• Coordinate with IT Support when needed.
• Assist with payroll processing and tax document preparation.
• Maintain an organized filing system, both physical and digital, to ensure information is easily accessible.
• Assist owners with scheduling client and vendor meetings/calendar management
• Run payroll and track vacation and paid time off
• Manage office projects (e.g. marketing initiatives, employee onboarding, employee KPI reporting)
• Make and manage vendor recommendations and connections.

Skills

Accounts payable/receivable

Bank reconciliations

Financial reporting

Payroll processing

Vendor management

Office administration

Education

High school diploma or equivalent

Associate degree in accounting or business (preferred)

Tools

QuickBooks Online

Microsoft Excel

Job description

Job Description

At Haas O'Brien Insurance Group, we believe that the strength of our company lies in the people who keep the gears turning behind the scenes. We are a community-focused team based in the heart of Sandy Hook, Connecticut, and we take pride in the stability and care we provide to our clients. We are looking for a dedicated Bookkeeper and Office Support specialist to join our family. This isn't just about managing numbers in a spreadsheet; it's about being the backbone of our daily operations. You will play a vital role in keeping our finances healthy and our office environment welcoming and efficient. We value honesty, precision, and a warm approach to collaboration. If you enjoy finding order in the details and want to work in an environment where your contributions are genuinely appreciated and recognized, you will feel right at home with us. We invite you to bring your organizational talents to a team that truly cares about your professional growth and well-being as much as we care about our clients.

Benefits

• Coffee Station
• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Life Insurance
• Retirement Plan
• Mon-Fri Schedule
• Weekends Off
• 401k
• Parental Leave
• Advancement Opportunities

Responsibilities

Manage all aspects of accounts payable and receivable with accuracy and attention to detail.

Perform monthly bank and credit card reconciliations to ensure financial records align perfectly.

Prepare and analyze monthly financial statements for the leadership team.

Coordinate office supply orders and vendor management to keep our operations running smoothly.

Coordinate with IT Support when needed.

Assist with payroll processing and tax document preparation.

Maintain an organized filing system, both physical and digital, to ensure information is easily accessible.

Assist owners with scheduling client and vendor meetings/calendar management

Run payroll and track vacation and paid time off

Manage office projects (e.g. marketing initiatives, employee onboarding, employee KPI reporting)

Make and manage vendor recommendations and connections.

Requirements

Minimum of three years' experience in bookkeeping or accounting.

Strong command of QuickBooks Online and Microsoft Excel.

Understanding of GAAP and general financial reporting practices.

Reliable transportation to our office in Sandy Hook.

High school diploma or equivalent; associate degree in accounting or business preferred.

Experience with office management software and digital document filing systems.