Finance and Operations Specialist

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

📋 Description

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

• Generate financial reports such as profit and loss statements, balance sheets, cash flow statements, aging reports, variance analyses, and others.

• Assist with budgets, forecasts, cash flow management, and budget-to-actual comparisons.

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

• Deliver precise, timely, and actionable financial data to leadership.

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

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

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

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

• Coordinate projects, deadlines, calendars, action items, and follow-ups with stakeholders.

• Recognize inefficient or repetitive processes and design improved workflows, SOPs, templates, dashboards, and automation solutions.

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

• Take responsibility for assigned projects from inception to completion.

⛳️ Requirements

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

• Proficient in QuickBooks Online and Excel, with a focus on financial reporting and analysis.

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

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

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

• Capable of identifying process gaps and developing effective SOPs, workflows, and enhancements.

• Comfortable with learning and utilizing technology, systems, and automation tools.

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

• Trusted to manage confidential financial, employee, and client information responsibly.

🏝️ Benefits

• Fully remote / work-from-home opportunity.

• Paid Time Off (PTO) provided.

• Observance of U.S. public holidays.

• Comprehensive training and ongoing support available.

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

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