Financial Operations & Accounting Specialist

Location:Philippines (Asynchronous with PST overlap) or South AfricaRole Type:Full-Time / Independent Contractor

The Opportunity

Our client is seeking a senior-level Financial Operations & Accounting Specialist to own the financial operations function end-to-end. This role is responsible for managing the full financial administration ecosystem, from high-level financial modeling and reporting to detailed invoice tracking and reconciliations.

This is a role for a QuickBooks power user who values clean, accurate data, moves quickly, and operates with strong ownership. You will partner closely with offshore leadership to ensure financial reporting, processes, and controls are accurate, timely, and scalable.

Core Responsibilities

QuickBooks Ownership
* Maintain full ownership of the QuickBooks Online (QBO) environment
Maintain full ownership of the QuickBooks Online (QBO) environment
* Ensure all transactions are accurately categorized, reconciled, and audited
Ensure all transactions are accurately categorized, reconciled, and audited
* Maintain clean books with consistent financial controls
Maintain clean books with consistent financial controls

Financial Modeling & Reporting
* Build and maintain financial models to support forecasting and growth planning
Build and maintain financial models to support forecasting and growth planning
* Use advanced Excel / Google Sheets functions, including formulas, pivot tables, and data visualization
Use advanced Excel / Google Sheets functions, including formulas, pivot tables, and data visualization
* Provide clear financial insights to leadership
Provide clear financial insights to leadership

Accounts Receivable & Accounts Payable
* Manage full-cycle AR/AP processes
Manage full-cycle AR/AP processes
* Track expenses and invoices across vendors and clients
Track expenses and invoices across vendors and clients
* Follow up on outstanding payments and ensure vendors are paid on time
Follow up on outstanding payments and ensure vendors are paid on time

Global Collaboration
* Work closely with offshore team members to streamline financial and administrative workflows
Work closely with offshore team members to streamline financial and administrative workflows
* Support cross-functional alignment on financial processes and reporting
Support cross-functional alignment on financial processes and reporting

Process Improvement & Future Readiness
* Identify opportunities to improve financial visibility and operational efficiency
Identify opportunities to improve financial visibility and operational efficiency
* Proactively explore and implement advanced BI or reporting tools as the business scales
Proactively explore and implement advanced BI or reporting tools as the business scales

Schedule & Overlap

Training Phase
* Initial onboarding requires close alignment with PST business hours
Initial onboarding requires close alignment with PST business hours

Ongoing Schedule
* Asynchronous-friendly role
Asynchronous-friendly role
* Requires a consistent 3–4 hour overlap with the end of the PST business day to support handoffs, real-time updates, and alignment with US leadership
Requires a consistent 3–4 hour overlap with the end of the PST business day to support handoffs, real-time updates, and alignment with US leadership

Required Skills & Qualifications

Technical Skills
* Expert-level QuickBooks Online experience (non-negotiable)
Expert-level QuickBooks Online experience (non-negotiable)
* Advanced Excel / Google Sheets proficiency
Advanced Excel / Google Sheets proficiency
* Strong understanding of financial reconciliation, reporting, and controls
Strong understanding of financial reconciliation, reporting, and controls
* Familiarity with US accounting standards (GAAP) and US tax concepts is a strong advantage
Familiarity with US accounting standards (GAAP) and US tax concepts is a strong advantage

Professional Traits
* Strong ownership mindset with proactive problem-solving ability
Strong ownership mindset with proactive problem-solving ability
* High attention to detail and accuracy
High attention to detail and accuracy
* Ability to identify discrepancies early and resolve them independently
Ability to identify discrepancies early and resolve them independently
* Comfortable operating in a fast-paced, remote-first environment
Comfortable operating in a fast-paced, remote-first environment

About the Candidate

This role is best suited for a senior bookkeeper or financial operations professional looking to expand into financial analysis and operational leadership. You are structured, accountable, and take pride in building clean, scalable financial systems.

Why This Role Matters

This position plays a critical role in ensuring financial accuracy, operational efficiency, and leadership visibility. By owning financial operations, this role enables leadership to make informed, timely business decisions and support