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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.
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
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