Part-Time Data & Billing Specialist

South Offices; Florida; On-site; USD 42,000 - 54,000; Full time

Job summary

South Offices seeks a finance data specialist to translate SOW terms into Ordway-based subscription models and oversee daily Ordway management with oversight from the Assistant Controller.

You will ensure seamless integration between Ordway and QuickBooks Online, maintain a pristine general ledger, support the Head of Finance with ad-hoc data and audit prep, and keep financial data clean across systems. Proficiency in QBO, Google Sheets, and AI tools is essential.

Qualifications

• Proficient in QuickBooks Online and spreadsheet tools with complex data handling.
• Experience automating manual processes to improve efficiency.
• Familiar with Ordway; knowledge of Ramp, Cube, Coupler, or SaasAnt is a plus.
• Understanding of international accounting nuances is a plus.
• Comfortable using AI tools like Claude to enhance productivity and analysis.

Responsibilities

• Translate SOW terms into Ordway subscription models and contribute to daily management.
• Ensure seamless sync between Ordway and QuickBooks Online to maintain clean GL.
• Support Head of Finance with ad-hoc data requests, reporting, and audits.
• Audit and maintain data hygiene across financial systems for reliable reporting.
• Use tools like Coupler and SaasAnt to manipulate and import data accurately.
• Identify opportunities to streamline tech stack (Ramp, Cube, Claude AI) and propose improvements.

Skills

Advanced QBO & Google Sheets/Excel

Data manipulation & analytics

Process automation knowledge

AI tools usage (Claude)

Tools

Ordway

Ramp

Cube

Coupler

SaasAnt

QBO integration

Job description

What You’ll Do

• Ordway Ownership: Learn to translate SOW contract terms into subscription models within Ordway. Eventually, you will take the lead on daily Ordway management, with the Assistant Controller providing oversight.
• QBO Integration: Ensure the seamless sync between Ordway and QuickBooks Online (QBO), keeping our general ledger pristine.
• Leadership Support: Assist the Head of Finance and Controller with ad-hoc data requests, financial reporting, and audit preparation.
• Data Hygiene: Proactively manage and audit data cleanliness across all financial systems to ensure reporting is 100% reliable.
• Data Integrity: Use tools like Coupler and SaasAnt to manipulate and import data with laser-sharp attention to detail.
• Process Improvement: Actively look for ways to streamline our tech stack (Ramp, Cube, Claude AI) and propose more efficient workflows.

Technical Qualifications

• Must-Have: Advanced proficiency in QuickBooks Online (QBO) and Google Sheets/Excel. You should be comfortable with complex data manipulation.
• Process Innovation: Knowledge of and experience in automating manual processes to increase team efficiency.
• The "Plus" List: Experience with Ordway is a massive advantage. Knowledge of Ramp, Cube, Coupler, or SaasAnt will move you to the top of the list.
• Accounting Foundation: Understanding of international accounting nuances (like transfer pricing) is a plus.
• AI Savvy: Comfort using AI tools (like Claude) to enhance your productivity and data analysis.