Operations Specialist

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

📋 Description

• Generate, review, and dispatch invoices using QuickBooks.

• Ensure precision and promptness throughout all billing operations.

• Conduct monthly invoice reconciliations between QuickBooks and HubSpot.

• Detect and address discrepancies to uphold financial consistency.

• Set up and manage projects in Kantata, guaranteeing accurate financial data and project configuration.

• Evaluate completed projects to confirm adherence to budget and compliance standards.

• Assist with month-end closing procedures, including project finalization and documentation archiving.

• Analyze project needs and facilitate team/resource allocation for optimal project execution.

• Ensure alignment between project delivery and billing frameworks.

• Recognize opportunities to enhance workflows in billing, reporting, and project management.

• Contribute to the creation of data-driven insights and reporting to enhance operational decision-making.

• Collaborate closely with Finance, Operations, Project Management, and Delivery teams.

• Maintain clear communication and alignment across departments to facilitate seamless execution.

⛳️ Requirements

• Extensive hands-on experience with QuickBooks (invoicing and reconciliation).

• Background in supporting billing, revenue operations, or financial processes.

• Demonstrated ability to handle high-volume, deadline-sensitive tasks.

• Exceptional attention to detail when dealing with financial data.

• Proficiency with Kantata or similar Professional Services Automation (PSA) tools.

• Familiarity with HubSpot CRM.

• Experience in service-oriented or project-driven businesses.

• Knowledge of month-end closing procedures.

• Experience in remote, cross-functional team environments.

• Attention to Detail: Essential to avoid errors in billing and reconciliation.

• Proactive Communication: Effectively coordinates efforts across teams.

• Ownership Mentality: Accepts responsibility for outcomes and problem-solving.

• Adaptability & Problem Solving: Capably navigates complex systems and changing workflows.

• Experience in process optimization and automation.

• Ability to generate advanced reports and insights.

• In-depth system knowledge of QuickBooks, HubSpot, and Kantata.

🏝️ Benefits

• Flexible permanent remote work options.

• Annual performance-based bonuses.

• Access to dedicated coaches providing additional support and skill development.

• Opportunities for professional advancement.