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Finance and Operations Specialist
Core-VA Solutions. Manage QuickBooks Online records across multiple entities, including AP/AR, invoicing, payments, reconciliations, and month-end close .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial management and HR administration, with strong capabilities in QuickBooks Online, Excel, and project coordination. Proven ability to streamline processes, manage confidential information, and support organizational goals through effective reporting and analysis.
Highest-signal resume keywords
QuickBooks OnlineFinancial ReportingExcelProject CoordinationHR Administration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounts PayableAccounts ReceivableReconciliationsBudgetingForecastingMonth-End CloseSOP DevelopmentWorkflow ImprovementFinancial AnalysisCash Flow Planning
Soft Skills
Detail-OrientedProactiveResourcefulTime ManagementOrganization
Tools & Technologies
Microsoft 365Power AutomateAsanaSharePointTeamsZapier
Industry Keywords
HealthcareStaffingNonprofitLong-Term Care
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 2+ years of experience in finance, accounting, bookkeeping, HR, operations, or a combination of these areas
- Strong QuickBooks Online and Excel skills, including financial reporting and analysis
- Experience with AP/AR, reconciliations, month-end close, budgeting, forecasting, and reporting
- Working knowledge of recruitment, onboarding/offboarding, payroll, benefits, and employee administration
- Strong project coordination, stakeholder follow-up, organization, and time management skills
- Able to identify process gaps and create practical SOPs, workflows, and improvements
- Comfortable learning and using technology, systems, and automation tools
- Proactive, detail-oriented, resourceful, and able to work independently
- Trusted to handle confidential financial, employee, and client information
- Nice to have: Experience with Power Automate, Zapier, Microsoft 365, SharePoint, Teams, Asana, Wise, or healthcare, staffing, nonprofit, or long-term care environments
Benefits
Comp & perks- 100% remote / work-from-home
- Paid Time Off (PTO)
- U.S. public holidays observed
- Structured training and ongoing support
- Respectful, collaborative, people-focused environment
- Long-term opportunity with a stable and growing organization