Overview
This role supports the accounting and financial operations function for a client of the organization. Responsibilities include invoicing, accounts receivable, cash flow tracking, and day-to-day financial operations.
The position is designed for someone who can combine strong accounting fundamentals with a tech-forward approach to process improvement, including system modernization and workflow automation.
Responsibilities
Invoicing & Accounts Receivable
- Prepare and issue accurate, timely invoices
- Manage accounts receivable and collections follow-ups
- Monitor outstanding balances and payment status
- Confirm incoming payments and maintain accurate transaction records
- Support healthy cash flow through consistent AR management
Cash Flow & Financial Operations
- Track incoming and outgoing transactions
- Monitor cash flow and payment schedules
- Maintain accurate financial reports and trackers
- Support banking and treasury-related activities
- Provide leadership with clear visibility into financial priorities
Accounting Systems & Automation
- Support migration from QuickBooks to modern accounting systems
- Improve accounting workflows using automation and AI tools
- Reduce repetitive manual processes
- Streamline payment tracking, reporting, and reconciliations
- Help build scalable accounting processes as the business grows
Reporting & Financial Organization
- Prepare financial summaries and operational reports
- Maintain clean, organized, audit-ready records
- Ensure accuracy across financial systems and documentation
- Support consistent accounting and compliance processes
Requirements
- 3+ years of accounting or financial operations experience
- Strong hands-on experience with QuickBooks
- Experience managing invoicing, accounts receivable, and payment tracking
- Advanced Excel or Google Sheets skills
- Familiarity with digital banking and payment processing platforms
- Strong understanding of financial tracking workflows
- Excellent attention to detail and organization
- Strong written and spoken English
- Comfortable working with U.S.-based leadership
- Availability during U.S. business hours
Preferred Qualifications
- Accounting system migration experience
- Experience with automation or AI-assisted accounting workflows
- Cash forecasting or treasury operations exposure
- Startup or high-growth company experience
- Experience improving accounting SOPs and processes
Compensation & Benefits
Not specified.
Location
Full-Time | Remote | U.S. Business Hours