Finance & Operations Specialist

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

📋 Description

• Ensure precise bookkeeping and maintain daily financial records.

• Oversee JPM transactions, track expenses, and manage departmental payroll distributions.

• Manage Accounts Receivable (AR) by issuing invoices, tracking aging reports, recording payments, and following up on overdue accounts.

• Manage Accounts Payable (AP) by reviewing vendor invoices, verifying purchase orders, reconciling accounts, and overseeing cash flow.

• Process payroll on a weekly basis using Gusto, including commissions, bonuses, and employee updates.

• Create and manage Purchase Orders (POs) and Sales Orders (SOs) ensuring accuracy and compliance.

• Prepare professional proposals and quotations while tracking client approvals.

• Perform forecasting and financial analysis, generating ad hoc reports as needed.

• Identify and address financial and operational risk factors.

• Forecast cash flows to aid in strategic planning and liquidity management.

• Optimize systems and processes for enhanced efficiency and scalability.

• Assist with insurance submissions, reconciliations, and other operational reporting.

⛳️ Requirements

• A Bachelor’s degree in accounting, finance, or a related field is preferred.

• A minimum of 3 years of experience in bookkeeping, AR/AP, payroll, or financial operations.

• Proficiency in accounting software (such as QuickBooks, NetSuite, or similar) and payroll systems (e.g., Gusto).

• Strong analytical abilities with experience in cash flow forecasting and risk management.

• A process-oriented approach with the capability to enhance workflows and systems.

• Exceptional communication skills for effective interactions with clients and vendors.

• Ability to handle multiple priorities in a fast-paced environment.

🏝️ Benefits

• Competitive compensation and benefits package.