Finance and Operations Specialist

• Manage QuickBooks Online records across multiple entities, including AP/AR, invoicing, payments, reconciliations, and month-end close
• Prepare P&L, balance sheet, cash flow, aging, variance, and other financial reports
• Support budgets, forecasts, cash flow planning, and budget-to-actual analysis
• Monitor financial deadlines, vendors, contracts, documentation, and key financial/operational KPIs
• Provide leadership with accurate, timely, and practical financial information
• Support recruitment, onboarding/offboarding, payroll, benefits, employee records, and HR administration
• Maintain confidential HR files, compliance documentation, certifications, training records, and HR systems
• Support employee concerns, engagement initiatives, retention, and HR projects
• Assist leadership with HR reporting, policy updates, and process improvements
• Coordinate projects, deadlines, calendars, action items, and stakeholder follow-ups
• Identify inefficient or repetitive processes and develop better workflows, SOPs, templates, dashboards, and automations
• Streamline finance, HR, and operational processes using Microsoft 365, Excel, Power Automate, Asana, QuickBooks, SharePoint, and Teams
• Take ownership of assigned projects from planning to completion

• 2+ years of experience in finance, accounting, bookkeeping, HR, operations, or a combination of these areas
• Strong QuickBooks Online and Excel skills, including financial reporting and analysis
• Experience with AP/AR, reconciliations, month-end close, budgeting, forecasting, and reporting
• Working knowledge of recruitment, onboarding/offboarding, payroll, benefits, and employee administration
• Strong project coordination, stakeholder follow-up, organization, and time management skills
• Able to identify process gaps and create practical SOPs, workflows, and improvements
• Comfortable learning and using technology, systems, and automation tools
• Proactive, detail-oriented, resourceful, and able to work independently
• Trusted to handle confidential financial, employee, and client information

• 100% remote / work-from-home
• Paid Time Off (PTO)
• U.S. public holidays observed
• Structured training and ongoing support
• Respectful, collaborative, people-focused environment
• Long-term opportunity with a stable and growing organization