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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 managing QuickBooks Online for financial records, including AP/AR, invoicing, and reconciliations, while supporting HR functions such as recruitment and payroll administration. Proficient in financial reporting, process improvement, and project coordination using various tools and technologies.
Highest-signal resume keywords
QuickBooks Online ManagementFinancial Reporting and AnalysisProject CoordinationProcess ImprovementExcel Proficiency
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 ReceivableFinancial ReportingBudgetingForecastingMonth-End CloseReconciliationsSOP DevelopmentWorkflow OptimizationHR Administration
Soft Skills
Detail-OrientedProactiveResourcefulTime ManagementOrganization
Tools & Technologies
Microsoft 365ExcelPower AutomateAsanaQuickBooksSharePointTeams
Industry Keywords
Financial KPIsEmployee RecordsConfidential InformationOnboardingOffboardingPayrollBenefitsCompliance DocumentationEngagement InitiativesOperational Processes
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
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