Finance & Operations Assistant: Automation & Process Optimizer

Core-VA Solutions; Philippines; Remote; PHP 2,230,000 - 3,717,000; Full time

Benefits offered by this job

Remote work

Job summary

Core-VA Solutions is seeking a Finance & Operations Assistant to support bookkeeping, AP/AR, budgeting, forecasting, and operational coordination for its U.S.-based healthcare staffing operations. The role emphasizes streamlining workflows, automating manual tasks, and building scalable processes across multiple entities.

The ideal candidate will maintain QuickBooks Online records, manage invoicing and reconciliations, prepare financial statements, and develop cash flow forecasts while creating

Qualifications

• Experience in bookkeeping, AP/AR, and financial reporting.
• Ability to build budgets, forecasts, and cash flow analyses.
• Proven track record optimizing repetitive processes via automation.
• Strong documentation of SOPs and process improvements.

Responsibilities

• Maintain QuickBooks Online records across multiple entities.
• Manage AP/AR, invoicing, payments, reconciliations, and month-end close.
• Prepare P&L, balance sheet, cash flow, and aging reports.
• Build cash flow forecasts, budgets, and variance analysis.
• Monitor deadlines, vendors, contracts, and documentation.
• Develop workflows and automations using MS 365, Excel, Power Automate, Asana.
• Create and maintain SOPs and process documentation.
• Track KPIs and provide actionable financial information to leadership.
• Support finance activities for affiliated staffing and nonprofit entities.

Skills

Bookkeeping

AP/AR

Financial reporting

Budgeting

Forecasting

Operational coordination

Process improvement

SOP documentation

KPIs tracking

Tools

QuickBooks Online

Microsoft 365

Excel

Power Automate

Asana

Job description

Core-VA Solutions is seeking a Finance & Operations Assistant to support bookkeeping, AP/AR, budgeting, forecasting, and operational coordination for its U.S.-based healthcare staffing operations. The role emphasizes streamlining workflows, automating manual tasks, and building scalable processes across multiple entities.

The ideal candidate will maintain QuickBooks Online records, manage invoicing and reconciliations, prepare financial statements, and develop cash flow forecasts while creating