Finance and Operations Specialist

About the Role

This organization provides virtual administrative support for medical practices, therapy clinics, and long-term care facilities, helping them reduce back-office workloads so staff can prioritize patient interactions. The Finance and Operations Specialist serves as a primary hub for maintaining financial accuracy and internal administrative functionality. You will join a supportive, team-oriented culture that prioritizes clear communication and operational excellence, offering a stable environment where you can impact company growth through diligent financial oversight and process refinement.

Requirements

• Minimum of two years of professional experience covering a mix of accounting, bookkeeping, operations, finance, or human resources.
• High level of competence in QuickBooks Online and Microsoft Excel, specifically for conducting financial analysis and generating reports.
• Demonstrated ability to perform bank reconciliations, manage AP/AR, handle month-end closing, and manage budgeting and forecasting tasks.
• Familiarity with the end-to-end recruitment process, payroll systems, employee onboarding/offboarding, and benefits administration.
• Advanced project management and organizational capabilities, with a history of designing solutions like automated workflows and standard operating procedures.
• Tech-proficient, capable of self-directed work in a remote setting, and possess the high degree of detail orientation and discretion needed to manage confidential information.
• Prior experience using Asana or Microsoft 365, or a background in staffing, the nonprofit sector, or healthcare, is considered an asset.

Responsibilities

• Maintain detailed QuickBooks Online records for various entities, encompassing accounts payable, accounts receivable, end-of-month reconciliations, and financial reporting.
• Produce comprehensive financial documents including P&L reports, cash flow forecasts, balance sheets, and variance reports to assist leadership in decision-making.
• Oversee all stages of the employee lifecycle, such as hiring, onboarding, payroll execution, and the management of private HR records and compliance files.
• Direct internal projects, track milestones, and maintain regular communication with stakeholders to ensure organizational objectives remain on schedule.
• Evaluate current operations to pinpoint inefficiencies, then create improved workflows, templates, and reporting dashboards.
• Utilize software like Microsoft 365, Asana, and Power Automate to simplify procedures and manage projects from conception to conclusion.
• Promote high levels of staff engagement and contribute to the ongoing refinement of internal human resources policies.

Benefits & Perks

• Work entirely from a remote home-based setting.
• Earn Paid Time Off and receive recognized U.S. public holidays.
• Join a collaborative, respectful, and people-centric workplace culture.
• Benefit from comprehensive initial training and consistent professional support.
• Engage in a long-term role with a growing and stable company.