Accounting Operations Specialist

Overview

This role supports day-to-day accounting operations to ensure accounting records remain accurate, current, and fully supported. You will own routine accounting work across accounts payable, accounts receivable, banking, reconciliations, payroll support, and time and expense compliance, while preparing information for Controller review and approval.

Responsibilities

• Execute daily accounting activities and maintain accurate supporting documentation.
• Process vendor bills and credits using documented three-way matching.
• Apply customer payments, maintain account allocations, and perform routine collections follow-up.
• Prepare payment schedules and Bill.com workflows for Controller approval.
• Complete daily ACH Positive Pay and escalate unsupported or unusual activity.
• Prepare bank, credit-card, clearing-account, and assigned liability-account reconciliations.
• Support payroll preparation, contractor payments, and month-end close activities.
• Monitor PTO time-entry and expense-report compliance and follow up on incomplete submissions.
• Run and monitor accounting workflows across ConnectWise PSA, QuickBooks Online, WiseSync, and WisePay.
• Identify, document, and escalate billing, procurement, synchronization, control, and accounting exceptions.
• Prepare and self-review your work; document exceptions and provide the Controller complete, supported information for review and approval.

Requirements

• Five or more years of progressive bookkeeping, accounting operations, or full-cycle accounting-support experience.
• Three or more years of recent, hands-on ConnectWise PSA accounting experience in an MSP or technology-services environment.
• Working knowledge of ConnectWise agreements, billing, procurement, receiving, service and project billing, revenue triggers, and accounting interfaces.
• Strong accounts-payable, accounts-receivable, cash-application, reconciliation, and month-end support experience.
• Strong QuickBooks Online proficiency.
• Excellent documentation, self-review, follow-through, and deadline-management skills.
• Ability to consistently work U.S. Pacific Time business hours.

Preferred Qualifications

• Five or more years of hands-on ConnectWise PSA experience, including quote-to-cash workflows.
• Experience with WiseSync, WisePay, Bill.com, Divvy, or ACH Positive Pay.
• Experience with three-way matching and procurement-related accounting.
• QuickBooks Online ProAdvisor or AIPB certification.
• Relevant ConnectWise University coursework, badges, or certifications.
• Prior experience supporting a Controller in a structured prepare, self-review, and Controller-review model.
• MSP accounting experience.

Compensation & Benefits

• Compensation will be discussed early in the process and aligned to experience, location, contractor engagement structure, and role scope.
• Contractors will be eligible for 10 days of paid time off (PTO) and 7 US Holidays.
• Final contractor engagement structure, compensation, benefits, paid time off, holidays, and engagement terms will be determined based on candidate location and applicable requirements.

Location & Schedule

• Remote
• Full-time contractor role aligned to U.S. Pacific Time business hours
• Department: Finance
• Reports to: Controller