Internal Bookkeeper (Healthcare – Multi-Entity) at Optalis
Concord, California, United States -
Full Time


Start Date

Immediate

Expiry Date

09 Aug, 26

Salary

0.0

Posted On

11 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

QuickBooks, Microsoft Excel, Multi-entity Bookkeeping, Financial Reporting, Bank Reconciliation, Accounts Payable, Accounts Receivable, GAAP, Budgeting, Forecasting, Variance Analysis, Financial Analysis

Industry

Description
Position Summary We are seeking a detail-oriented and highly organized Internal Bookkeeper to manage the financial records of three affiliated healthcare companies. This role requires strong experience in QuickBooks and Excel, along with the ability to handle multi-entity bookkeeping, reconciliations, and reporting. The ideal candidate will be proactive, accurate, and capable of working independently while providing timely financial insights to support leadership. Key Responsibilities * Maintain accurate day-to-day financial records for three healthcare entities. * Enter, classify, and reconcile transactions across accounts, credit cards, and payroll. * Process invoices, payments, and expense reports. * Manage accounts payable and accounts receivable, ensuring timely billing and collections. * Perform monthly bank and credit card reconciliations. * Develop and maintain spreadsheets in Excel for financial analysis and tracking as needed.  * Generate monthly financial reports (P&L, balance sheets, cash flow, etc.) for each entity. * Assist with budgeting, forecasting, and variance analysis. * Ensure compliance with company policies and coordinate with billing as needed. * Support the accountant with tax preparation and annual audits. * Maintain organized digital and physical financial files. Qualifications * Associate’s or Bachelor’s degree in Accounting, Finance, or related field (preferred). * Minimum 3–5 years of bookkeeping experience; healthcare industry experience a plus. * Proficiency in QuickBooks (Desktop and/or Online) and Microsoft Excel (pivot tables, VLOOKUP, formulas). * Experience managing financials across multiple entities. * Strong understanding of GAAP and basic financial reporting. * Excellent attention to detail and organizational skills. * Ability to prioritize tasks, work independently, and meet deadlines. * Strong communication skills and confidentiality in handling sensitive information.
Responsibilities
Manage day-to-day financial records, reconciliations, and reporting for three affiliated healthcare entities. Handle accounts payable, receivable, and support the accountant with tax preparation and annual audits.
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