Senior Bookkeeper & Financial Modeling Lead (Remote)

Investment Partners, LLC.; Modesto (CA); Remote; USD 110,000 - 148,000; Full time

Job summary

Investment Partners LLC, based in Modesto, CA, seeks a Bookkeeper who can build models today and defend them in the boardroom tomorrow. The role emphasizes five years of audit experience and a deep understanding of finance workflows to support accurate forecasting and grant reporting.

You will collaborate with CFO and analysts, develop scalable reconciliation processes, and contribute to strategic budgeting in a remote-friendly environment with full benefits.

Qualifications

• Pattern recognition across finance engagements.
• Ability to own finance decisions in a California market.
• Momentum in improving finance processes and workflows.

Responsibilities

• Steer the remote grant reporting that keeps funders confident.
• Coach senior analysts on how a clean reconciliation should feel.
• Build the Anaplan model that finally retires the manual workbook.
• Model the runway so Investment Partners LLC always knows its next funding date.
• Reconcile the loan amortization schedule against every lender statement.
• Field the growth-minded ad-hoc analysis the CFO needs before Monday.
• Collaborate cross-functionally to improve forecasting accuracy.
• Build budget-vs-actual reviews managers across Modesto look forward to

Skills

Pattern recognition

Finance decision-making

Forecasting awareness

Education

ACCA credentials

Tools

Anaplan

Job description

Investment Partners LLC, based in Modesto, CA, seeks a Bookkeeper who can build models today and defend them in the boardroom tomorrow. The role emphasizes five years of audit experience and a deep understanding of finance workflows to support accurate forecasting and grant reporting.

You will collaborate with CFO and analysts, develop scalable reconciliation processes, and contribute to strategic budgeting in a remote-friendly environment with full benefits.