Job Description

Position(s): Bookkeeper & Operations Coordinator

Company: Summit Planners, Inc.—

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

• Associate’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

Preferred:

· 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.

Why Summit Planners?

• 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

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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