Internal Operations Specialist

Jobtailor; North Carolina; Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

Jobtailor is seeking a detail-oriented bookkeeper to manage day-to-day financial and operational bookkeeping for customers. The role covers payables/receivables, vendor management, and basic contract administration in a hybrid US work setting.

Ideal candidates have strong Microsoft Excel and Office skills, familiarity with accounting software, and excellent communication abilities to liaise with vendors and customers. Prior AP/AR experience is preferred.

Qualifications

• Associate degree or higher in business-related field preferred.
• Experience in bookkeeping, accounts payable and/or receivable preferred.
• Familiarity with accounting software and Microsoft Office suite.

Responsibilities

• Manage day-to-day financial and operational bookkeeping for customers.
• Monitor payables inboxes and process invoices promptly and accurately.
• Update vendor contact information and invoice routing methods.
• Reconcile vendor statements, credits, and payables discrepancies.
• Research payment adjustments, voids, and re-issues.
• Communicate with vendors regarding invoices and payments, including late fees.
• Obtain vendor W-9s and support 1099 processing.
• Enter and oversee customer accounts receivable and follow up on outstanding items.
• Process checks, deposits, fund transfers, and refunds.
• Handle customer calls about payment issues and provide solutions.
• Maintain financial records, budgets, and reconcile accounts.

Skills

Attention to Detail

Organizational Skills

Time Management

Communication Skills

Decision-Making

Independent Work

Team Collaboration

Hybrid Work Adaptability

Education

Associate Degree or higher in business-related field

Bachelor's degree preferred

Tools

Accounting Software

Microsoft Outlook

Microsoft Excel

Microsoft SharePoint

Microsoft Teams

Job description

• Manage day-to-day financial and operational bookkeeping activities for customers.
• Monitor payables inboxes and physical mail; enter invoices accurately and promptly.
• Update vendor contact information and invoice routing methods.
• Reconcile vendor statements, credits, adjustments, and payables discrepancies.
• Research payment adjustments, voids, stop payments, re-issues, and uncleared or unclaimed payments.
• Communicate with vendors regarding invoices and payments, including negotiating service disconnections and late fees.
• Obtain vendor W-9s and support accurate 1099 processing.
• Enter and oversee customer accounts receivable and follow up on outstanding items.
• Process checks, lost or misposted payments, remote deposits, fund transfers, and refunds.
• Handle customer calls about payment issues and provide solutions.
• Maintain financial records, enter and edit budgets, reconcile accounts, and resolve discrepancies.
• Assist with customer contract creation and management.
• Process user archive requests and administer product permissions.
• Maintain customer membership rosters and membership database records.
• Support customers, vendors, coworkers, and internal teams with bookkeeping, payables, receivables, and administrative issues.
• Collect, sort, distribute, and prepare incoming and outgoing mail.
• Follow company policies, protect confidential information, manage time-sensitive tasks, and perform other duties as required.

Requirements

• Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.
• High attention to detail and accuracy in financial recordkeeping.
• Positive attitude toward learning new skills and systems.
• Strong organizational and time management skills.
• Ability to prioritize and manage multiple projects simultaneously.
• Excellent verbal, written, and interpersonal communication skills.
• Strong decision-making skills, particularly in relation to financial processes and customer service.
• Ability to work independently and collaboratively within a team.
• Self‑motivated, adaptable, and agile in adjusting to evolving needs.
• Associate's Degree or higher in a business‑related field of study (preferred).
• Prior experience in bookkeeping, accounts payable, and/or accounts receivable (preferred).
• Familiarity with bookkeeping or accounting software (preferred).
• Microsoft Office proficiency, including Outlook, Excel, SharePoint, and Teams (preferred).
• Comfort working within a hybrid, technology‑forward environment (preferred).

Core Competencies

Demonstrates expertise in financial recordkeeping, including bookkeeping, accounts payable, and accounts receivable management. Proficient in utilizing Microsoft Office tools and accounting software to maintain accurate financial records and support customer service.

Highest-signal resume keywords

• Bookkeeping
• Accounts Payable
• Accounts Receivable
• Microsoft Office Proficiency
• Financial Recordkeeping

Hard Skills

• Invoice Processing
• Vendor Reconciliation
• Payment Adjustments Research
• Budget Management
• Contract Management

Soft Skills

• Attention to Detail
• Organizational Skills
• Time Management
• Communication Skills
• Decision‑Making Skills

Industry Keywords

• Financial Management
• Customer Service
• Vendor Management
• Confidential Information Protection
• Hybrid Work Environment

Tools & Technologies

• Accounting Software
• Microsoft Outlook
• Microsoft Excel
• Microsoft SharePoint
• Microsoft Teams