Bookkeeper & Operations Coordinator
Summit Planners Inc. - Meetings & IncentivesIndianapolis, IN, US22 days ago
Job type
- Full-time
Job descriptionAssociate's or bachelor's degree in accounting, finance, or related field (or equivalent work experience) Ability to maintain confidentiality and handle sensitive financial information 2+ years of bookkeeping experience Proficiency with QuickBooks and Excel Experience initiating and tracking international wire transfers Exceptional attention to detail, follow-through, and organizational chops Strong written and verbal communication skills; professional demeanor Experience preparing materials for annual audits and tax filings. Familiarity with multi-state payroll or project / job costing. Certification (e.g., Certified Bookkeeper, QuickBooks Certified ProAdvisor, or equivalent) is a plus. Dynamic Culture : Collaborate with a tight-knit team that prizes creativity, resourcefulness, and energy. Yearly bonus Work 2 days a week from home during summer 2 weeks of vacation 6 paid sick days Global entry paid for Matched IRA Contributions
Position(s) : Bookkeeper & Operations Coordinator
Company : Summit Planners, Inc.— www.spmeetings.com
Hiring Location : Indianapolis, IN
Pay : $25.00 per hour
Hours : 35 hours per week
Contact : Andy Riedle – Director of Operations ariedle@spmeetings.com 574-968-4301
Posting Date : October 8, 2025
About Summit Planners
Summit Planners was founded in 2002 by two meeting planning industry-veteran women seeking to transform the traditional travel-agency model into a specialized meeting-planning powerhouse. Today, we are a family business whose team excels in executing large-scale international corporate incentives—blending the strategic savvy of top-tier meeting planners with the on-the-ground resourcefulness of international travel directors. From negotiating with hoteliers in Cancun to rerouting Maui-bound attendees stranded by Midwest blizzards, our people thrive on ingenuity, responsiveness, and boundless energy.
The Role
We're seeking a detail-oriented, resourceful Bookkeeper & Operations Coordinator to head our booking and support operations functions. This full-time, 35-hour / week position will play a critical role in ensuring smooth, accurate, and timely administrative processes for our international incentive programs.
Key Responsibilities
- Maintaining Company financial records including
- Processing Payroll for 12 employees
- Proper IRA processing
- Paying Payroll Taxes
- Communicating with CPA
- Closing jobs
- Running necessary reports
- Invoice Processing & Entry
- Reconcile discrepancies and liaise with vendors / account managers for resolution
- International Wire Management
- Prepare and initiate international wire transfers (ACH, SWIFT)
- Monitor confirmation and settlement, troubleshoot any issues with banks
- Reconcile Accounts
- Ensure credit card charges are valid and documented
- Reimburse employee expenses
- Administrative Support
- Assist with ad-hoc reporting, Excel-based analyses, and calendar management
- Coordinate with cross-functional teams to support event-planning milestones
What You Bring
Preferred :
Why Summit Planners?
How to Apply
Please send your résumé and a brief cover letter outlining your relevant experience to Andrew Riedle ariedle@spmeetings.com with the subject line "Bookkeeper & Operations Coordinator." We look forward to learning how your talents will contribute to Summit's next great incentive program!
Summit Planners is an equal-opportunity employer. We are committed to creating an inclusive environment for all employees.
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Bookkeeper • Indianapolis, IN, US
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