Finance and Operations Specialist - Remote
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What you'll do
- Manage QuickBooks Online records across multiple entities, including AP/AR, invoicing, payments, reconciliations, and month-end close
- Prepare P&L, balance sheet, cash flow, aging, variance, and other financial reports
- Support budgets, forecasts, cash flow planning, and budget-to-actual analysis
- Monitor financial deadlines, vendors, contracts, documentation, and key financial/operational KPIs
- Provide leadership with accurate, timely, and practical financial information
- Support recruitment, onboarding/offboarding, payroll, benefits, employee records, and HR administration as needed
- Maintain confidential HR files, compliance documentation, certifications, training records, and HR systems
- Support employee concerns, engagement initiatives, retention, and HR projects
- Assist leadership with HR reporting, policy updates, and process improvements as needed
- Coordinate projects, deadlines, calendars, action items, and stakeholder follow-ups to keep work moving
- Identify inefficient or repetitive processes and develop better workflows, SOPs, templates, dashboards, and automations
- Help streamline finance, HR, and operational processes using tools such as Microsoft 365, Excel, Power Automate, Asana, QuickBooks, SharePoint, and Teams
What they're looking for
- 2+ years of experience in finance, accounting, bookkeeping, HR, operations, or a combination of these areas
- Strong QuickBooks Online and Excel skills, including financial reporting and analysis
- Experience with AP/AR, reconciliations, month-end close, budgeting, forecasting, and reporting
- Working knowledge of recruitment, onboarding/offboarding, payroll, benefits, and employee administration
- Strong project coordination, stakeholder follow-up, organization, and time management skills
- Able to identify process gaps and create practical SOPs, workflows, and improvements
- Comfortable learning and using technology, systems, and automation tools
- Proactive, detail-oriented, resourceful, and able to work independently
- Trusted to handle confidential financial, employee, and client information
Nice to have
- Experience with Power Automate, Zapier, Microsoft 365, SharePoint, Teams, Asana, Wise
- Experience with healthcare, staffing, nonprofit, or long-term care environments
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Finance. HR. Operations. Better ways of working.
Core-VA Solutions is a Texas-based healthcare staffing company with 20+ years of experience supporting U.S. healthcare organizations with skilled remote professionals.
We’re looking for a Finance & Operations Specialist who can confidently work across finance, HR, operations, projects, and executive-level support.
This is more than a bookkeeping role. You’ll help keep our financials accurate, support people and HR processes, coordinate projects and stakeholders, and improve the systems and workflows that keep the business moving.
What You’ll Do
Finance & Accounting
- Manage QuickBooks Online records across multiple entities, including AP/AR, invoicing, payments, reconciliations, and month-end close
- Prepare P&L, balance sheet, cash flow, aging, variance, and other financial reports
- Support budgets, forecasts, cash flow planning, and budget-to-actual analysis
- Monitor financial deadlines, vendors, contracts, documentation, and key financial/operational KPIs
- Provide leadership with accurate, timely, and practical financial information
HR & People Operations
- Support recruitment, onboarding/offboarding, payroll, benefits, employee records, and HR administration as needed
- Maintain confidential HR files, compliance documentation, certifications, training records, and HR systems
- Support employee concerns, engagement initiatives, retention, and HR projects
- Assist leadership with HR reporting, policy updates, and process improvements as needed
Operations, Projects & Process Improvement
- Coordinate projects, deadlines, calendars, action items, and stakeholder follow-ups to keep work moving
- Identify inefficient or repetitive processes and develop better workflows, SOPs, templates, dashboards, and automations
- Help streamline finance, HR, and operational processes using tools such as Microsoft 365, Excel, Power Automate, Asana, QuickBooks, SharePoint, and Teams
- Take ownership of assigned projects and follow through from planning to completion
Requirements
What We’re Looking For
- 2+ years of experience in finance, accounting, bookkeeping, HR, operations, or a combination of these areas
- Strong QuickBooks Online and Excel skills, including financial reporting and analysis
- Experience with AP/AR, reconciliations, month-end close, budgeting, forecasting, and reporting
- Working knowledge of recruitment, onboarding/offboarding, payroll, benefits, and employee administration
- Strong project coordination, stakeholder follow-up, organization, and time management skills
- Able to identify process gaps and create practical SOPs, workflows, and improvements
- Comfortable learning and using technology, systems, and automation tools
- Proactive, detail-oriented, resourceful, and able to work independently
- Trusted to handle confidential financial, employee, and client information
Nice to have: Experience with Power Automate, Zapier, Microsoft 365, SharePoint, Teams, Asana, Wise, or healthcare, staffing, nonprofit, or long-term care environments.
Benefits
The Mindset We Value
Ownership — You follow through, close loops, and communicate proactively.
Process thinking — You don’t just complete tasks; you look for better ways to get them done.
Accuracy — You understand that reliable financial and operational information supports better decisions.
Resourcefulness — You’re comfortable solving problems, learning new tools, and taking initiative.
Discretion — You handle financial, employee, and client information with care.
Your First 90 Days
* First 30 Days: Learn our finance, HR, systems, recurring workflows, and operational priorities.
* By Day 60: Take ownership of recurring responsibilities and begin implementing process improvements or automation opportunities.
* By Day 90: Independently manage core finance and HR workflows while maintaining reliable reporting, documentation, and operational follow-through.
What We Offer
- $7 USD/hour
- 100% remote / work-from-home
- Paid Time Off (PTO)
- U.S. public holidays observed
- Structured training and ongoing support
- Respectful, collaborative, people-focused environment
- Long-term opportunity with a stable and growing organization
Ready to Make an Impact?
If you enjoy working with numbers, people, systems, and projects—and naturally looks for ways to make work better—we’d love to meet you!
Apply today and help us build smarter financial, HR, and operational systems at Core-VA Solutions.
Company
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