Bookkeeper or Comptroller

We are seeking applicants to fill a vital finance role in our small, friendly staff at the Shambhala Meditation Center of New York. The position will be structured as either a Bookkeeper or Comptroller, depending on the skills and experience of the applicant.

Bookkeeper Responsibilities
• Data entry of all finance transactions into accounting system
• Monthly bank account reconciliations, including credit card merchant accounts and center credit card accounts
• Manage / maintain petty cash account
• Manage / maintain bookstore cash box
• Prepare bank deposits (cash and checks)
• Enter and process bills/invoices and payments under direction of Finance Director
• Prepare finance / cash pouches for programs and community events
• Reconcile cash after completion of programs and community events
• Generate financial reports
• Process payroll and employee expense reports
• Assist in preparation and filing of annual employee and independent contactor W-2s and 1099s
• Assist in the preparation of annual reports to Shambhala International (as required)
• Assist in generation of ongoing financial reports as needed
• Assist in year-end closings
• File sales tax returns for bookstore
• Maintain the chart of accounts
• Maintain data for the annual budget

Additional Comptroller Responsibilities
• Cash flow management – Accounts Payable / Receivable
• Management and oversight of restricted and unrestricted savings accounts
• Make bank deposits
• Oversee payroll: on-boarding, insurance adjustments, termination documentation, unemployment claims, etc.
• Track and set up honoraria for payment for weekly courses
• Oversee and negotiate employee health insurance program
• Oversee center worker’s compensation and disability insurance policies, and provide required reporting to insurance providers
• Oversee annual preparation and filing of employee and independent contractor W2s and 1099s
• Prepare annual reports to Shambhala International as required
• Oversee, maintain and upgrade financial database software, merchant services and ACH processing platforms as needed
• Assist in creation of overall center budgets with Operations Director and Governing Council and provide annual financial result reports to the Council
• Oversee year-end closings, including depreciation schedules as needed and other adjustments
• Manage all banking and legal processes and paperwork

• Trustworthy and discreet. Must maintain confidentiality.
• Solid background with QuickBooks.
• Knowledge of Microsoft Excel and Office.
• 3-5 years of bookkeeping / accounting experience.
• Knowledge of basic generally accepted accounting principles.
• Strong organizational and time management skills.
• Strong in the areas of documenting, researching and resolving discrepancies, data entry and analysis, and multitasking.

Compensation, Hours and Reporting
This is a part-time position. Hours and compensation are dependent on how the job is structured. Work will take place on-site at the Shambhala Meditation Center. The position will report to the Operations Director.

To apply for this position, please send an email to Sarah Freidel, Operations Director at [email protected] with a copy of your resume by Friday, April 1st.