Finance and Operations Specialist

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

📋 Description

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

• Generate profit and loss statements, balance sheets, cash flow reports, aging reports, variance analyses, and additional financial documentation.

• Assist in budget preparation, forecasting, cash flow management, and budget-to-actual evaluations.

• Track financial deadlines, oversee vendors, manage contracts, maintain documentation, and monitor key financial and operational KPIs.

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

• Facilitate recruitment processes, onboarding/offboarding, payroll management, benefits administration, employee records, and HR functions.

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

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

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

• Organize projects, manage deadlines, coordinate calendars, track action items, and follow up with stakeholders.

• Identify inefficient or repetitive workflows and create improved processes, standard operating procedures (SOPs), templates, dashboards, and automation solutions.

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

• Assume responsibility for designated projects from inception to completion.

⛳️ Requirements

• Minimum of 2 years’ experience in finance, accounting, bookkeeping, HR, operations, or a combination 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.

• Knowledgeable in recruitment, onboarding/offboarding, payroll, benefits, and employee administration.

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

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

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

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

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

• Preferred: Experience with Power Automate, Zapier, Microsoft 365, SharePoint, Teams, Asana, Wise, or exposure to healthcare, staffing, nonprofit, or long-term care sectors.

🏝️ Benefits

• Fully remote / work-from-home position.

• Paid Time Off (PTO) offered.

• Observance of U.S. public holidays.

• Structured training and continuous support provided.

• Collaborative, respectful, and people-oriented work environment.

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