Finance Operations Specialist

About This Opportunity

Our talent team is representing a confidential professional services organization serving the US market. We are seeking a Finance Operations Specialist to join their team remotely from the Philippines. This role sits at the intersection of bookkeeping, accounts receivable, client relationship management, and financial data integrity—requiring someone who can manage multiple concurrent workstreams with precision and strong follow-through.

Responsibilities

You will own critical finance operations across reconciliation, invoicing, collections, and vendor management:

• Reconcile bank feeds against invoices, PayPal activity, and payment platform records; identify and resolve discrepancies promptly
• Review and clean up bills queued for payment in accounts payable systems
• Conduct monthly retirement plan reconciliation with payroll providers
• Maintain finance and accounting data integrity in CRM systems, ensuring deal records reflect accurate dates, payment status, contract values, and invoicing details
• Verify that contract values, deal values, and invoice amounts match on every transaction; investigate and resolve discrepancies before payout
• Track overdue invoices and drive collections follow-up to resolution; escalate at-risk receivables early
• Respond to contractor inquiries about payment status, dates, and history with professionalism and accuracy—never estimating or guessing
• Handle delayed-payment conversations with care; proactively obtain updates and communicate clearly to stakeholders
• Support invoice creation automation workflows; validate automated output and troubleshoot workflow breaks
• Register and maintain vendor status across client payment portals, completing onboarding requirements end-to-end including tax forms, banking authorization, insurance certificates, and identity verification
• Manage login credentials securely; maintain a central record of all platforms and their status
• Monitor client portals for invoice approvals, holds, rejections, and payment remittance
• Submit invoices through each client's required system and format, following specific processes rather than a single default workflow
• Track onboarding progress against campaign timelines to prevent platform setup from delaying invoices
• Build and maintain cash flow forecasting; support year-end tax preparation and filing
• Contribute to accounting system migration efforts, including data validation and post-migration cleanup
• Handle confidential financial, payroll, and personal information with strict discretion and security protocols
• Verify banking and payment detail changes through approved secondary channels; recognize and escalate suspected fraud attempts
• Provide general finance and executive support; proactively identify process improvements

What We're Looking For

Required:

• 3+ years of bookkeeping or finance operations experience
• Proficiency in Xero (the client is migrating to Xero this year)
• Proficiency in QuickBooks Online
• Excellent spoken and written English for direct communication with US-based partners and executive leadership
• Demonstrated ability to manage multiple concurrent workstreams with strong follow-through
• Experience with accounts receivable and collections, including persistent follow-up on overdue payments
• Strong attention to detail and accuracy in reconciliation work
• Comfortable working independently and surfacing issues early
• Bachelor's degree in Accounting, Finance, or a related field

Preferred:

• Experience supporting a QuickBooks Online to Xero migration
• Familiarity with payment platforms, CRM systems, or payroll tools
• Background in a US-based professional services environment
• Familiarity with US contractor payment and tax processes
• Experience with automation tools such as n8n or Zapier
• Prior experience supporting US-based executives across time zones

How We Work with You

When you apply through Get A Job.ai, our recruiting team will review your profile and conduct an initial screening. If there's a strong match, we'll submit your candidacy to our client for consideration. Please do not contact the client directly—all communication and coordination will flow through our team to ensure a smooth and professional process.

This is a work-from-home position based in the Philippines. The work schedule starts at 7:00 AM or 7:30 AM CDT and wraps up around 5:30 PM CDT, requiring approximately 8 hours of actual work per day with flexibility for breaks as needed.

Pay

Pay via Get A Job.ai has not been specified for this role. Compensation details will be discussed during the screening process.

Equal Opportunity: Get A Job.ai is committed to inclusive hiring practices and welcomes candidates from all backgrounds. We evaluate applicants based on qualifications and merit.