Responsibilities
- Own all client billing and ensure accuracy for services and purchased items
- Cross-check subscription-based billing (e.g., Office 365) and resolve discrepancies
- Manage receivables and follow up on overdue payments
- Process vendor bills, reimbursements, credit card charges, and refunds
- Order and track parts/software with precision, ensuring correct vendors and delivery logistics
- Maintain vendor relationships and negotiate improved terms
- Reconcile accounts monthly (bank, credit card, vendor)
- Deliver monthly cash flow forecasts (60 days out), profitability reports, and P&Ls
- Maintain and audit client contracts and paperwork
- Implement automated workflows for billing and reporting
- Evaluate and lead system migrations (e.g., from Xero to QuickBooks)
- Manage platform integrations, financial settings, and backend configurations
What You Bring
- 4–6 years of finance or bookkeeping experience in a service-based business
- Track record of independently owning end-to-end finance operations
- Highly organized, analytical, and attentive to detail
- Able to document processes and solve problems proactively
- Able to take full ownership, actively improve processes, and be motivated to drive individual growth and development
- Strong knowledge of QuickBooks and/or Xero
- Familiarity with PSA/ticketing systems (e.g., ConnectWise, Autotask)
- Experience managing subscription billing and financial integrations
- Proven ability to lead systems improvements and financial automation
Schedule & Work Environment
Full-time, Monday to Friday
Remote within Canada (preference for EST working hours)
What’s Offered
- Competitive salary
- Full ownership of the finance function in a growing business
- Remote flexibility with an entrepreneurial and supportive team
- Long-term growth opportunities
About HighlightTA
This confidential opportunity is presented by HighlightTA, your on-demand talent team. We make hiring easy with flexible, on-demand talent solutions. We partner with startups and scale-ups to embed talent partners, lead recruitment projects, and manage full talent functions. Our data-driven approach ensures fast hiring and access to top-tier talent, while flexible terms help you save time and reduce costs.
Connect with us and learn more: HighlightTA on LinkedIn