Finance Operations Specialist (QuickBooks + Advanced Excel) Remote

Job Overview

Job Description

Why This Role Exists?
We are hiring a Finance Operations Specialist to own and elevate our financial systems.

This is not an administrative assistant role. This is a finance-driven seat responsible for accuracy, reporting clarity, and process improvement.
If you love clean books, smart dashboards, and using AI to streamline financial workflows this role is for you.

Your Mission - Within your first 90 days, you will:
· Run QuickBooks independently with zero supervision
· Maintain accurate AP/AR and invoice workflows
· Deliver clean, reliable monthly financial reports
· Build and maintain Excel dashboards for financial visibility
· Create process flowcharts and SOPs for finance operations
· Introduce at least one AI-driven efficiency improvement in finance workflows
Success = Accurate books, clear dashboards, and scalable financial systems.

What You’ll Own?
Finance Operations (Primary Focus)
· Full-cycle bookkeeping in QuickBooks
· Invoice creation, tracking, and reconciliation
· AP/AR management and reporting
· Cash flow updates
· Month-end close support
· Financial reporting preparation
· Dashboard creation (Excel-based)
· Spreadsheet modeling and analysis
· Process mapping (flowcharts, SOP documentation)
· AI-assisted workflow optimization

What You Must Bring (Non-Negotiables)?
· 2+ years finance or bookkeeping experience
· Advanced QuickBooks proficiency (must run seamlessly)
· Advanced Excel skills (pivot tables, dashboards, formulas, reporting)
· Strong Microsoft Word formatting/documentation skills
· Experience building financial dashboards
· Experience creating flowcharts/process documentation
· Familiarity with AI tools (ChatGPT, automation tools, AI reporting support)
· High attention to detail
· Strong written English

Tech requirements (non-negotiable). Attach device specs/screenshots with your application.
· Laptop/desktop (less than 3 years old)
· CPU: Intel i5 10th-gen+ / AMD Ryzen 5+
· RAM: 8GB+
· Internet: 50 100 Mbps (with backup)
· A/V: Working webcam, mic, and headset

Benefits & Perks:
· Paid Company Holidays, PTO, Referral incentives
· HMO upon 1st year
· Quarterly PAG-IBIG incentive
· Tech incentive
· Tokens from employee engagement events
· Company-facilitated hackathons / free learning sessions
· Year-end virtual event
· Bi-monthly salary
· Weekends off
· Supportive remote team community

How to apply (3 quick steps):
1. Email
Subject: Job Application Executive Admin (Finance & Ops)

2. Attach your resume and device specs/screenshots.

3. In the body, answer briefly (2 3 sentences each):
- Your experience with QuickBooks (modules used + typical weekly tasks)
- A recent finance/ops process you improved what changed?
- Your internet speed (main + backup), and your working hours preference

Tip: Links to a portfolio, sample reports/dashboards, or SOP you created are a plus.