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Finance & Operations Specialist
QualdocFinance & Operations Specialist managing financial processes and systems across staffing, services, lab, and manufacturing divisions. Ensuring accurate bookkeeping, payroll, and accounts reconciliation.
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
bookkeepingpayrollaccounts receivableaccounts payablefinancial analysiscash flow forecastingrisk managementprocess improvementinvoice managementvendor bill reconciliation
Soft Skills
analytical skillscommunication skillsprocess-oriented mindsetability to manage multiple prioritiescollaborationclient interactionvendor interactionstrategic planningproblem-solvingadaptability
Tools & Technologies
GustoQuickBooksNetSuiteBullhornJPM transactionspurchase orderssales ordersfinancial reportingoperational documentationexpense tracking
Industry Keywords
financial operationsUS Based clientsstaffing operationscomplianceforecastingliquidity managementoperational riskefficiencyscalabilityprofessional proposals
About the role
Key responsibilities & impact- Oversee bookkeeping, payroll, accounts receivable/payable, and operational documentation across staffing, services, lab, and manufacturing divisions.
- Maintain accurate bookkeeping and daily financial records.
- Manage JPM transactions, expense tracking, and departmental payroll allocations.
- Handle Accounts Receivable (AR): issue invoices, monitor aging reports, record payments, and follow up on overdue accounts.
- Handle Accounts Payable (AP): review vendor bills, verify purchase orders, reconcile accounts, and manage cash flow.
- Process payroll weekly via Gusto, including commissions, bonuses, and employee changes.
- Create and manage Purchase Orders (POs) and Sales Orders (SOs), ensuring accuracy and compliance.
- Prepare professional proposals/quotations and track client approvals.
- Conduct forecasting, financial analysis, and generate ad hoc reports.
- Identify and mitigate financial and operational risk factors.
- Forecast cash flows to support strategic planning and liquidity management.
- Streamline systems and processes for efficiency and scalability.
- Support insurance submissions, reconciliations, and other operational reporting.
- Collaborate with staffing operations using Bullhorn to ensure seamless integration of financial and recruiting workflows.
Requirements
What you’ll need- Bachelor’s degree in Accounting, Finance, or related field preferred.
- 3+ years of experience in bookkeeping, AR/AP, payroll, or financial operations for US Based clients.
- Proven experience owning processes from implementation to improvement.
- Proficiency in accounting software (QuickBooks, NetSuite, or equivalent) and payroll systems (Gusto required).
- Experience working with Bullhorn or similar ATS/CRM systems.
- Strong analytical skills with experience in cash flow forecasting and risk management.
- Process-oriented mindset with ability to improve workflows and systems.
- Excellent communication skills for client and vendor interactions.
- Ability to manage multiple priorities in a fast-paced environment.
- Ideally will work 8:00 AM – 5:00 PM EST (with opportunities for flexibility)
Benefits
Comp & perks- Competitive compensation