Bookkeeping and Financial Operations Specialist

This is a fully remote position, open to applicants in New York.

📋 Description

• Conduct bank reconciliations utilizing QuickBooks.

• Ensure precise and consistent data entry within QuickBooks.

• Oversee and finalize invoices, verifying the completeness and accuracy of all entries.

• Record payments and keep financial records up to date.

• Monitor and address emails, including managing collections as necessary.

• Follow up on overdue invoices and handle collections to secure timely payments.

• Assist with month-end closing processes and verify financial records.

• Maintain well-organized digital filing systems for financial documents and correspondence.

• Prepare and manage organized financial reports, spreadsheets, and documentation.

• Perform additional tasks relevant to the position.

⛳️ Requirements

• Proficient in English (both written and spoken).

• Strong communication abilities to engage effectively with cross-functional teams, internal leaders, providers, and potential clients.

• Advanced proficiency in QuickBooks, with extensive hands-on experience.

• Prior experience in bookkeeping and data entry roles.

• Excellent email communication skills.

• Capability to manage financial responsibilities, including collections and payment follow-ups.

• Highly organized, detail-oriented, and able to excel in a fast-paced environment.

• Honest, responsible, and trustworthy, demonstrating high integrity.

• Strong judgment, critical thinking, and sound decision-making capabilities.

• Excellent problem-solving skills with a responsible work approach.

• Proficient in Microsoft Office (Word, Excel, Outlook) and standard business tools (email, spreadsheets, document management).

• Innovative thinker, proactive, reliable, organized, detail-oriented, self-motivated, and confident.

• Positive mindset with the capacity to learn and adapt swiftly.

• Exceptional time management skills, able to work independently with minimal supervision.

• Ability to align work hours with U.S. Eastern Time (New York time) for at least four hours.

• Interest in long-term career growth opportunities.

• Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet connection.

🏝️ Benefits

• 100% remote work flexibility.

• Flexible working hours.

• Positive work environment with opportunities for growth.