Finance & Operations Specialist
Skills
Software As A ServiceBusinessContract ManagementCustomer SuccessDigital MarketingHuman ResourcesInterest Rates
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 3–6+ years in bookkeeping accounting finance operations or business operations
- Strong understanding of Accounts Receivable and invoicing
- Experience with bookkeeping fundamentals including journal entries reconciliations and basic reporting
- Excellent organizational skills and ability to manage multiple processes
- High attention to detail and a habit of double-checking work
- Ability to prioritize multiple tasks in a fast-paced environment
- Strong written and verbal communication skills for professional client communication
- Advanced Excel or Google Sheets proficiency including lookups pivot tables and formulas
- Comfortable working independently in a remote-first environment with distributed teams
Nice to have
- Agency experience
- QuickBooks Online experience
- CRM platform experience
- Contract administration experience
- Ecommerce familiarity
- Payroll support experience
- AI tool familiarity
Day to day
- Own monthly client invoicing and Accounts Receivable with accurate on-time execution and proactive collections follow-up.
- Manage bookkeeping support, reconciliations, bank and credit card matching, and monthly close activities with strong attention to detail.
- Generate contracts and SOWs, maintain organized files, and partner across Sales Operations HR and Client Success to improve workflows and reporting.
Hiring process
- Email from @envisionhorizons.com
- Interview through Ashby
- Official recruitment channels only