Bookkeeping Specialist

Velora

. Manage the full bookkeeping cycle for multiple medium-sized customers concurrently .

Posted 11/1/2026full-timeRemote • United States, CanadaMid-LevelSenior💰 $22 - $24 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in full-charge bookkeeping, including data entry, reconciliations, and payroll management, while leveraging AI tools to enhance workflow efficiency. Strong focus on customer relationship management and maintaining high-quality financial controls.

Highest-signal resume keywords

Full-Charge BookkeepingAplos ExperienceStrong Excel SkillsCustomer Relationship ManagementAttention to Detail

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BookkeepingData EntryReconciliationPayroll ManagementAccounting FundamentalsProcess ImprovementAutomationAI Tool UtilizationFinancial ControlsPattern Identification

Soft Skills

Clear CommunicationProactive Customer EngagementCollaborative Knowledge SharingOutcome-FocusedDeadline-Driven

Tools & Technologies

AplosAI-Native ToolsExcel

Certifications & Qualifications

Degree in AccountingDegree in FinanceDegree in Business

Industry Keywords

Nonprofit BookkeepingFinancial ManagementCustomer Net Promoter ScoreAccounting CleanupProcess Gaps

About the role

Key responsibilities & impact

Manage the full bookkeeping cycle for multiple medium-sized customers concurrently
Perform data entry, reconciliations, payroll, donations processing, and periodic accounting cleanup
Use AI-native tools to streamline workflows and deliver faster, more accurate results
Maintain an average of 70% of working time on billable client work
Understand organizational needs and provide feedback and solutions to improve information clarity
Build positive customer relationships, communicate proactively, and maintain a high customer net promoter score
Follow established processes to maintain robust financial controls
Identify process improvements and participate in collaborative knowledge-sharing with teammates

Requirements

What you’ll need

3–5+ years owning full-charge bookkeeping end-to-end with minimal oversight
A degree in accounting, finance, or business
Strong accounting and nonprofit bookkeeping fundamentals
Deep experience in Aplos preferred, or similar systems
Strong Excel skills
Experience using templates, automation, and AI support
Customer relationship management through proactive updates and clear expectations
Clear, direct communication and early risk identification
Outcome-focused and deadline-driven
Collaborative approach to sharing learnings, templates, and best practices
High attention to detail and quality standards
Comfortable using AI tools for research, reconciliation, and documentation while maintaining accuracy and confidentiality
Ability to identify patterns, process gaps, and repeat-error causes
Ability to operate autonomously and drive work to completion

Benefits

Comp & perks

US employees are eligible for open or paid discretionary time off
Canada: 4 weeks paid leave plus 11 days of public holidays
US: 11 days of public holidays
Extra 2-week end-of-year company shutdown
Generous paid sick leave
Remote-first work arrangement
Support for learning new skills
Conference or course ticket reimbursement
Medical, dental, vision, disability, and life insurance coverage in Canada and the US
4% retirement match