Operations Specialist

3 months, 3 weeks ago
Full-time
Mid Level
Operations
Hireframe

Hireframe

Hireframe is a nearshore and offshore staffing agency that sources top remote talent for high growth companies, offering on-demand recruitment services for critical positions in various sectors.

Professional Services
51-250

Description

  • Create, audit, and send invoices in QuickBooks.
  • Reconcile monthly invoices between QuickBooks and HubSpot and resolve discrepancies.
  • Configure and maintain projects in Kantata with accurate financial data and setup.
  • Review completed projects for budget adherence, compliance, finalization, and archiving.
  • Support month-end close processes tied to project finalization and billing accuracy.
  • Assess project requirements and help coordinate resource allocation for optimal execution.
  • Maintain alignment between project delivery workflows and billing structures.
  • Identify and help improve workflows across billing, reporting, and project management.
  • Develop data-driven reporting and operational insights to support decision-making.
  • Partner with Finance, Operations, Project Management, and Delivery teams to ensure clear cross-functional communication.

Requirements

  • Strong hands-on experience with QuickBooks, including invoicing and reconciliation.
  • Experience supporting billing, revenue operations, or financial workflows.
  • Proven ability to manage high-volume, deadline-driven work.
  • High attention to detail when working with financial data.
  • Experience with Kantata or a similar PSA tool, preferred.
  • Familiarity with HubSpot CRM, preferred.
  • Background in service-based or project-based businesses, preferred.
  • Exposure to month-end close processes, preferred.
  • Experience working in remote, cross-functional environments, preferred.
  • Ability to communicate proactively and own outcomes in complex, evolving workflows.

Benefits

  • Permanent remote work flexibility.
  • Annual performance bonuses.
  • Dedicated coaches for support and skill-building.
  • Opportunities for professional growth.
  • Supportive, remote-first work environment.
  • Career development in a collaborative, accountability-driven team.

Interested in this position?

Apply directly on the company website

Apply Now

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