Core-VA Solutions

Operations

• Manage QuickBooks Online records across multiple entities, including AP/AR, invoicing, payments, reconciliations, and month-end close
• Prepare P&L, balance sheet, cash flow, aging, variance, and other financial reports
• Support budgets, forecasts, cash flow planning, and budget-to-actual analysis
• Monitor financial deadlines, vendors, contracts, documentation, and key financial/operational KPIs
• Provide leadership with accurate, timely, and practical financial information
• Support recruitment, onboarding/offboarding, payroll, benefits, employee records, and HR administration
• Maintain confidential HR files, compliance documentation, certifications, training records, and HR systems
• Support employee concerns, engagement initiatives, retention, and HR projects
• Assist leadership with HR reporting, policy updates, and process improvements
• Coordinate projects, deadlines, calendars, action items, and stakeholder follow-ups
• Identify inefficient or repetitive processes and develop better workflows, SOPs, templates, dashboards, and automations
• Streamline finance, HR, and operational processes using Microsoft 365, Excel, Power Automate, Asana, QuickBooks, SharePoint, and Teams
• Take ownership of assigned projects from planning to completion

Finance and Operations Specialist

Executive Assistant

• Manage inboxes, calendars, meetings, priorities, and executive follow-ups
• Coordinate projects, deadlines, deliverables, and communication across stakeholders
• Follow up proactively with team members, clients, vendors, and partners until tasks are completed
• Prepare dashboards, reports, meeting notes, action items, and status updates
• Coordinate Advisory Board meetings, including scheduling, agendas, minutes, and follow-ups
• Identify opportunities to improve workflows, systems, and recurring processes
• Create and maintain SOPs, workflows, checklists, and process documentation
• Help develop practical systems, dashboards, and automation workflows where appropriate
• Organize compliance documentation and track regulatory correspondence and deadlines
• Handle professional email and phone communication with internal and external stakeholders
• Support occasional website updates and social media content creation
• Create simple graphics or content using Canva when needed

Finance and Operations Specialist

Executive Assistant – Healthcare