Finance Operations Specialist

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. Reconcile bank feeds against invoices and resolve discrepancies .

Posted 9/17/2026full-timeRemote • PhilippinesMid-LevelSenior💰 ₱35,000 - ₱45,000 per monthWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial reconciliation, including proficiency in Xero and QuickBooks Online, while managing multiple workstreams and ensuring accurate financial data management. Strong attention to detail and effective communication skills are essential for supporting executive operations and client inquiries.

Highest-signal resume keywords

Xero ProficiencyQuickBooks Online ProficiencyAccounts Receivable ManagementFinancial ReconciliationCollections Follow-Up

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BookkeepingFinancial OperationsInvoice ReconciliationCash Flow Forecasting1099 PreparationVendor OnboardingData ManagementPayment ProcessingFinancial ReportingProcess Improvement

Soft Skills

Attention to DetailStrong Follow-ThroughIndependent WorkEffective CommunicationProblem-Solving

Tools & Technologies

RampPayPalGustoHubSpotTipaltiBill.comLumanuSAP AribaN8nZapier

Certifications & Qualifications

Bachelor's Degree in AccountingBachelor's Degree in Finance

Industry Keywords

US 1099 Contractor Payment ProcessesProfessional Services EnvironmentFinancial Data SecurityPayment Fraud PreventionCredential Management

About the role

Key responsibilities & impact

Reconcile bank feeds against invoices and resolve discrepancies
Reconcile PayPal activity against bank feeds and invoice records
Review and clean up bills queued for payment in Ramp
Conduct monthly 401(k) reconciliation with Gusto
Maintain accurate finance and accounting data in HubSpot deal records
Verify contract value, HubSpot deal value, and invoice amounts match
Update expected payment dates and maintain a reliable financial source of truth
Track overdue invoices and drive collections follow-up to resolution
Document collections activity and client commitments
Respond to creator inquiries about deal status, payment dates, invoicing, and payment history
Investigate payment status and communicate delayed-payment updates professionally
Escalate material payment delays or relationship risks to the CEO
Support invoice creation automation and troubleshoot workflow issues
Register and maintain HMG as a vendor on Tipalti, Bill.com, Lumanu, SAP Ariba, and other client payment portals
Complete vendor onboarding, re-verification, and annual revalidation requirements
Monitor client portals for invoice status, approval holds, rejected submissions, and payment remittance
Submit invoices according to each client's required process
Build and maintain cash flow forecasting
Support 1099 preparation and year-end filing
Maintain documentation for CPA handoff
Contribute to the QuickBooks Online to Xero migration
Handle confidential financial, payroll, tax, banking, and personal information securely
Follow credential-management, multi-factor authentication, payment-change verification, and data-handling protocols
Recognize and escalate phishing, payment fraud, and business email compromise attempts
Manage finance workstreams across concurrent campaigns
Provide finance and executive assistant support to the CEO
Identify and flag process improvements
Coordinate with the internal team to ensure timely client service delivery and meet client expectations

Requirements

What you’ll need

3+ years of bookkeeping or finance operations experience
Proficiency in Xero (required)
Proficiency in QuickBooks Online
Excellent spoken and written English
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
Ability to work independently and surface issues early
Bachelor's degree in Accounting, Finance, or a related field
Experience with QuickBooks Online to Xero migration (nice-to-have)
Experience with Ramp, PayPal, Gusto, or HubSpot (nice-to-have)
Background in a US-based professional services environment (nice-to-have)
Familiarity with US 1099 contractor payment processes (nice-to-have)
Familiarity with AI automation tooling such as n8n or Zapier (nice-to-have)
Prior experience supporting a US-based executive across time zones (nice-to-have)

Benefits

Comp & perks

Secure legal employment through Employer of Record services
Work-from-home arrangement
Flexible breaks throughout the workday
Diverse challenges and engaging work
Supportive team collaboration
Inclusive and diverse workplace
Competitive package and real career growth
Fully supported hiring and onboarding process