Finance & Operations Assistant

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

📋 Description

• Ensure precise QuickBooks Online records are maintained across various entities.

• Oversee accounts payable/receivable, invoicing, payment processing, reconciliations, and the month-end close process.

• Generate profit and loss statements, balance sheets, cash flow statements, accounts receivable/payable aging reports, and variance analyses.

• Develop and sustain cash flow forecasts, budgets, and budget-versus-actual reports.

• Keep track of financial and operational deadlines, calendars, vendors, contracts, and essential documentation.

• Recognize inefficient or repetitive processes and create improved workflows.

• Construct automations, templates, dashboards, and standardized procedures utilizing Microsoft 365, Excel, Power Automate, Asana, and QuickBooks.

• Establish and update clear standard operating procedures (SOPs) and process documentation.

• Monitor key performance indicators (KPIs) and provide actionable financial insights to leadership.

• Assist with finance-related functions for affiliated staffing and nonprofit organizations.

• First 30 days: Assume responsibility for the books, reconciliations, recurring calendars, and mapping current processes.

• By day 60: Implement process enhancements or automations and showcase measurable time savings.

• By day 90: Independently oversee finance reporting schedules, cash flow forecasting, budget-versus-actual reporting, and documented finance and operations SOPs.

⛳️ Requirements

• Minimum of 3 years of experience in full-cycle bookkeeping, staff accounting, or finance operations.

• Highly skilled in QuickBooks Online, particularly in multi-entity bookkeeping.

• Advanced proficiency in Excel, including PivotTables, lookups, formulas, and financial modeling.

• Familiar with accrual accounting and the month-end closing process.

• Experienced in budgeting, forecasting, financial reporting, and variance analysis.

• Capable of identifying manual processes, enhancing them, and articulating measurable outcomes.

• Well-organized, detail-oriented, proactive, and adept at working independently.

• Effective communicator who can simplify and convey financial information clearly.

• Comfortable managing confidential financial and client data.

• Preferred: Familiarity with Power Automate, Zapier, Make, Power Query, VBA, Python, Microsoft 365, SharePoint, Teams, Asana, or Wise.

• Preferred: Experience in healthcare, nonprofit, long-term care, or home and community-based services.

🏝️ Benefits

• Fully remote / work-from-home arrangement.

• Paid Time Off (PTO).

• Observance of U.S. public holidays.

• Structured training and continuous support.

• A respectful, collaborative, and people-centric work environment.

• Long-term career prospects within a stable and expanding organization.