Finance and Operations Specialist

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

📋 Description

• Oversee QuickBooks Online records for various entities, which includes accounts payable/receivable, invoicing, payments, reconciliations, and month-end closing activities.

• Generate financial reports including profit and loss statements, balance sheets, cash flow statements, aging reports, variance analysis, and other related documents.

• Assist in the preparation of budgets, forecasts, cash flow management, and budget-to-actual comparisons.

• Track financial deadlines, vendor relationships, contracts, documentation, and essential financial and operational KPIs.

• Deliver accurate, timely, and practical financial insights to leadership.

• Aid in recruitment processes, onboarding and offboarding, payroll management, benefits administration, employee record maintenance, and HR operations.

• Safeguard confidential HR files, compliance records, certifications, training logs, and HR management systems.

• Address employee concerns and support engagement initiatives, retention strategies, and various HR projects.

• Assist leadership in HR reporting, policy revisions, and process enhancements.

• Organize projects, timelines, calendars, action items, and follow-ups with stakeholders.

• Identify inefficiencies or repetitive processes and design improved workflows, standard operating procedures, templates, dashboards, and automation solutions.

• Optimize finance, HR, and operational processes utilizing Microsoft 365, Excel, Power Automate, Asana, QuickBooks, SharePoint, and Teams.

• Take responsibility for assigned projects from conception through to successful completion.

⛳️ Requirements

• A minimum of 2 years of experience in finance, accounting, bookkeeping, HR, operations, or a combination of these fields.

• Proficient in QuickBooks Online and Excel, particularly in financial reporting and analysis.

• Familiarity with accounts payable/receivable, reconciliations, month-end closing, budgeting, forecasting, and reporting processes.

• Working knowledge in recruitment, onboarding and offboarding, payroll, benefits, and employee administration.

• Excellent project coordination abilities, stakeholder follow-up skills, organizational skills, and time management capabilities.

• Ability to identify gaps in processes and develop practical standard operating procedures, workflows, and enhancements.

• Comfortable with learning and utilizing technological tools, systems, and automation applications.

• Proactive, detail-oriented, resourceful, and capable of working independently.

• Trusted to manage sensitive financial, employee, and client information confidentially.

• Preferred: Familiarity with Power Automate, Zapier, Microsoft 365, SharePoint, Teams, Asana, Wise, or experience in healthcare, staffing, nonprofit, or long-term care settings.

🏝️ Benefits

• 100% remote / work-from-home flexibility.

• Paid Time Off (PTO) provided.

• Observance of U.S. public holidays.

• Comprehensive training and continuous support available.

• A respectful, collaborative, and people-focused workplace culture.

• A long-term opportunity within a stable and expanding organization.