Offer summary

Qualifications:

5+ years of experience with QuickBooks Online, with advanced knowledge required., Proficiency in Google Sheets and/or Microsoft Excel, including financial modeling and pivot tables., 5+ years managing accounts receivable/payable, general ledger, payroll, and reconciliations., Strong understanding of internal controls, financial compliance, and cash flow management..

Key responsibilities:

Oversee the full cycle of financial operations, including invoicing, reconciliations, and reporting.

Manage client invoices and accounts receivable, ensuring timely payment follow-ups.

Advise on and optimize QuickBooks processes while collaborating with department leads.

Prepare year-end books and documentation for tax preparation in collaboration with the accountant.

Job description

Digital Reach Agency is a full-service digital marketing agency serving B2B SaaS & Tech companies. We’re a 100% remote team of strategic thinkers and kind humans, passionate about helping clients succeed and making Digital Reach a fulfilling, supportive place to work. We value transparency, accountability, and personal growth.

Position Summary

We are seeking a highly organized and proactive Financial Operations Manager to lead and optimize our financial processes. In this part-time, remote role, you’ll oversee the full cycle of financial operations—including invoicing, reconciliations, reporting, and budget development—and serve as an advisor to the executive team on financial strategy and QuickBooks best practices. This role blends hands-on execution with high-level financial planning, documentation, and collaboration across departments.

Financial Management

Manage client invoices via QuickBooks Online
Track and manage accounts receivable, including client payment follow-ups
Manage Divvy (Bill.com) for all outgoing vendor payments
Manage passthrough vendor payments via Cashpro and Divvy (Bill.com)
Reconcile payments and expenses between actuals and QuickBooks data
Oversee monthly close and generate financial reports and insights for leadership
Prepare year-end books and documentation for tax prep in collaboration with our accountant

Strategic & Operational Support

Advise on and optimize QuickBooks processes, maintaining up-to-date documentation of financial workflows
Support the Director of Operations on ad hoc financial analysis, audits, and operational projects

Leadership & Documentation

Identify and implement process improvements across financial workflows
Collaborate with department leads to align financial strategy with business goals
Create clear, concise SOPs to streamline recurring financial tasks

Requirements

5+ years QuickBooks Online experience (advanced knowledge required)
Proficiency in Google Sheets and/or Microsoft Excel (financial modeling, pivot tables, VLOOKUPs, etc.)
5+ years managing AR/AP, general ledger, payroll, and reconciliations
Familiarity with Divvy, Harvest, and Gusto (preferred)
Demonstrated success working remotely and autonomously
Strong understanding of internal controls, financial compliance, and cash flow management
Strong time management, communication, and problem-solving skills
Bonus: Exposure to digital marketing agency environments and understanding of services like SEO, Paid Media, or Automation

Benefits