Finance & Operations Assistant

Job not on LinkedIn

🔥 0 minutes ago

🇵🇭 Philippines – Remote

💵 $7 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 0%

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Core-VA Solutions

WebsiteLinkedInAll Job Openings

11 - 50 employees

🏥 Healthcare

💼 Consulting

⚕️ Healthcare Insurance

Healthcare • Consulting • Healthcare Insurance

Core-VA Solutions is a company specializing in providing virtual healthcare assistants for long-term healthcare facilities, including small medical and therapy offices. Their virtual assistants, who all possess degrees in nursing or health-related fields, offer expertise in patient communication, appointment scheduling, claims processing, and medical billing. Core-VA Solutions aims to alleviate the administrative burden on healthcare facilities, allowing them to focus more on patient care. By handling tasks such as insurance benefits verification and medical records management, Core-VA Solutions enhances operational efficiency in healthcare settings.

📋 Description

• Maintain accurate QuickBooks Online records across multiple entities • Manage AP/AR, invoicing, payment processing, reconciliations, and month-end close • Prepare P&L, balance sheet, cash flow, AR/AP aging, and variance reports • Build and maintain cash flow forecasts, budgets, and budget-to-actual reporting • Monitor financial and operational deadlines, calendars, vendors, contracts, and documentation • Identify inefficient or repetitive processes and develop better workflows • Build automations, templates, dashboards, and standardized processes using Microsoft 365, Excel, Power Automate, Asana, and QuickBooks • Create and maintain clear SOPs and process documentation • Track KPIs and provide leadership with clear, actionable financial information • Support finance-related activities for affiliated staffing and nonprofit entities • First 30 days: Take ownership of books, reconciliations, recurring calendars, and current-state process mapping • By day 60: Launch process improvements or automations and demonstrate measurable time savings • By day 90: Independently manage finance reporting cadence, cash flow forecasting, budget-to-actual reporting, and documented finance and operations SOPs

🎯 Requirements

• Experienced in full-cycle bookkeeping, staff accounting, or finance operations with 3+ years of experience • Highly proficient in QuickBooks Online, including multi-entity bookkeeping • Advanced in Excel, including PivotTables, lookups, formulas, and financial models • Comfortable with accrual accounting and month-end close • Experienced in budgeting, forecasting, financial reporting, and variance analysis • Able to identify a manual process, improve it, and explain the measurable result • Highly organized, accurate, proactive, and comfortable working independently • Clear communicator who can explain financial information in simple, practical terms • Comfortable handling confidential financial and client information • Nice to have: Experience with Power Automate, Zapier, Make, Power Query, VBA, Python, Microsoft 365, SharePoint, Teams, Asana, or Wise • Nice to have: Healthcare, nonprofit, long-term care, or home and community-based services experience

🏖️ Benefits

• 100% remote / work-from-home setup • Paid Time Off (PTO) • U.S. public holidays observed • Structured training and ongoing support • Respectful, collaborative, and people-focused work environment • Long-term career opportunity with a stable and growing organization