Finance and Operations Associate

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

📋 Description

• Oversee daily bookkeeping, accounts payable and receivable, and maintain financial records utilizing the organization’s accounting systems.

• Generate precise and timely financial reports, summaries, and data presentations for leadership and stakeholders.

• Examine financial data to identify trends, highlight variances, and provide actionable insights — moving beyond mere numbers.

• Assist with budget tracking, reconciliation, and the month-end closing processes.

• Ensure adherence to internal financial policies and applicable regulatory standards.

• Exhibit flexibility across various accounting and bookkeeping platforms — QuickBooks, Xero, FreshBooks, or others as dictated by business needs.

• Develop, document, and sustain Standard Operating Procedures (SOPs), workflows, and process guides that are practical for team use.

• Regularly evaluate existing processes against business data and drive improvements — pinpoint inefficiencies before they escalate into issues.

• Aid in the implementation and deployment of new operational updates, tools, and organizational changes with thoroughness and compliance.

• Collaborate across departments and functions to guarantee operational continuity and alignment.

• Contribute to data analytics initiatives — collect, organize, analyze, and present operational data in clear formats for informed decision-making.

• Act as a professional point of contact for clients — written and verbal communications must consistently reflect Wingz's standards.

• Foster and maintain strong client relationships through consistent, proactive, and dependable communication.

• Address client inquiries, escalations, and follow-ups with clarity, professionalism, and appropriate urgency.

• Possess a deep understanding of client needs to foresee issues and communicate solutions proactively.

• Communicate directly and explicitly with executives, leadership, and stakeholders — no ambiguity or over-cautiousness.

• Prepare concise updates, reports, and briefings that provide decision-makers with exactly what they need without diluting the message.

• Proactively raise issues, risks, and recommendations — leadership should always be informed in a timely manner.

⛳️ Requirements

• At least 3 years of combined relevant experience in finance/accounting and operations — not just one, but both.

• Proven experience in leading or managing a team in any capacity.

• A history of developing or enhancing SOPs, workflows, or business processes.

• Experience in client-facing roles where the quality of communication directly influenced results.

• Experience in a remote work environment is highly preferred — you understand remote discipline, asynchronous communication, and self-management.

• We do not require familiarity with any specific tool. Instead, we seek a mindset and ability to learn and utilize whatever the business employs.

• Proficient English communication skills — both written and verbal — are essential. You will be engaging with US-based leadership, executives, and clients.

• Written communications: reports, SOPs, email correspondence, and internal documentation must always be clear, concise, and professional.

• Verbal communications: you should feel comfortable speaking in team meetings, client calls, and leadership briefings — articulate, confident, and direct.

• You communicate with purpose, ensuring there is no room for misinterpretation when it matters.

🏝️ Benefits

• PTO and HMO available after the 120-day probationary period.