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Remote Bookkeeping & Financial Operations Specialist

The Hello Team
United States only

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Job Summary:

We are seeking a detail-oriented and highly organized Remote Bookkeeping & Financial Operations Specialist to support day-to-day financial activities and ensure accurate record-keeping across the organization. This role is responsible for managing core accounting functions, including bank reconciliations, invoice processing, payment tracking, collections, and maintaining up-to-date financial records using QuickBooks. The position also plays a key role in supporting month-end close activities, preparing financial reports, and maintaining well-structured documentation and filing systems. The ideal candidate is a proactive and reliable professional with strong QuickBooks expertise and a solid background in bookkeeping or data entry. They possess excellent communication skills, sound judgment, and the ability to manage multiple priorities in a fast-paced environment. This individual must be capable of working independently with minimal supervision, handling financial responsibilities with accuracy and integrity, and effectively communicating with internal teams and external stakeholders. A problem-solving mindset, strong attention to detail, and a commitment to accountability and continuous improvement are essential for success in this role.

Key Responsibilities:

  • Perform bank reconciliations in QuickBooks.
  • Ensure accurate and consistent data entry in QuickBooks.
  • Manage and finalize invoices, ensuring completeness and accuracy of all entries.
  • Record payments and maintain up-to-date financial records.
  • Monitor and respond to emails, including handling collections as appropriate.
  • Follow up on outstanding invoices and manage collections to ensure timely payments.
  • Assist with month-end closing activities and financial record verification.
  • Maintain organized digital filing systems for financial documents and correspondence.
  • Prepare and maintain organized financial reports, spreadsheets, and documentation.
  • Perform other tasks related to the position.

Qualifications & Requirements:

  • Proficient level of English (written and spoken).
  • Strong communication skills with the ability to engage effectively with cross-functional teams, internal leaders, providers, and potential clients.
  • Advanced QuickBooks proficiency with extensive hands-on experience.
  • Previous experience in Bookkeeping and Data Entry roles.
  • Excellent email etiquette.
  • Ability to handle financial responsibilities, including collections and payment follow-ups.
  • Highly organized, detail-oriented, and able to thrive in a fast-paced environment.
  • Honest, responsible, and dependable with a high level of integrity.
  • Strong judgment, critical thinking, and sound decision-making skills.
  • Strong problem-solving skills with an accountable approach to work.
  • Proficiency with Microsoft Office (Word, Excel, Outlook), and standard business tools (email, spreadsheets, document management).
  • Out-of-the-box thinker, proactive, reliable, organized, detail-oriented, self-motivated, and confident approach.
  • Positive attitude and the ability to learn and adapt quickly.
  • Excellent time management skills with the ability to work independently with minimal supervision.
  • Ability to work in alignment with U.S. Eastern Time (New York time) business hours for at least four hours.
  • Interested in long-term career opportunities.
  • Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet.

Compensation & Benefits:

  • 100% remote work.
  • Compensation in USD.
  • Full-time position with 40 hours weekly.
  • 9:00 AM – 5:00 PM or 10:00 AM – 6:00 PM New York Time (flexible).
  • Please note that this is a long-term opportunity.
  • Great work environment with potential for growth.

About the job

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Job type

Full Time

Experience level

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Hiring timezones

United States +/- 0 hours
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