Job Title: Financial Operations Controller (Virtual Assistant)

 

About the Company:

Our Client is a service-based company focused on delivering exceptional financial management solutions to its clients. They specialize in streamlining financial operations and building scalable systems for various industries.

 

Job Description:

This is a high-level role requiring an experienced QuickBooks operator to independently manage and optimize daily financial operations.

 

Responsibilities:

• Manage QuickBooks Online (Advanced)

• Handle daily transaction management

• Set up and clean up Chart of Accounts

• Provide monthly reconciliation support

• Oversee Accounts Receivable (A/R) including invoicing follow-ups, collections tracking, aging reports, and cash visibility

• Manage Accounts Payable (A/P) including bill entry, payment preparation (approval-based), and vendor tracking

• Execute payroll processing within QuickBooks, including W-2 and 1099 processing and time tracking review

• Set up and control basic inventory within QuickBooks

• Generate weekly A/R and cash reports and support P&L reviews

• Document workflows and improve financial processes

 

Required Experience and Qualifications:

• Advanced QuickBooks Online experience

• Strong experience with A/R, A/P, and payroll

• Experience working with service-based companies

• Fluent in English and Spanish

• Highly organized, proactive, and detail-oriented

• Comfortable working with leadership and deadlines

 

Preferred Skills:

• Experience with construction, cleaning, or field service businesses

• Multi-entity QuickBooks experience

• Exposure to inventory or job-costing

 

Personality:

• Proactive and detail-oriented

• Highly organized

• Able to work independently and manage deadlines

 

Software & Tools:

• QuickBooks Online (Advanced)

 

English Level:

C2

 

Schedule:

9-5 EST

 

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.