Bookkeeping and Financial Operations Specialist

The Hello Team

Remote Bookkeeping & Financial Operations Specialist managing day-to-day financial activities and accurate record-keeping with QuickBooks in a fast-paced environment.

Posted 4/28/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

100% remote work
Flexible working hours
Great work environment with potential for growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

QuickBooksBookkeepingData EntryFinancial Record VerificationCollections ManagementInvoice ManagementFinancial ReportingSpreadsheet PreparationEmail EtiquetteMonth-End Closing

Soft Skills

Strong Communication SkillsDetail-OrientedHighly OrganizedProblem-Solving SkillsCritical ThinkingTime ManagementIntegrityProactiveSelf-MotivatedAdaptability