Logo for The Hello Team

Remote Bookkeeping and Finance Manager

Role overview

Qualifications

  • Proficient level of English (written and spoken)
  • Proven experience in bookkeeping and financial record management
  • Strong experience with QuickBooks
  • Proficiency with Microsoft Office (Word, Excel, Outlook)

Responsibilities

  • Manage end-to-end company financial records and day-to-day bookkeeping activities
  • Handle Accounts Receivable and Accounts Payable
  • Prepare monthly financial reports
  • Perform bank and account reconciliations

Key facts

Other skills

  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook
  • Professional Communication
  • Accountability
  • Communication
  • Analytical Skills
  • Adaptability
  • Virtual Collaboration
  • Trustworthiness
  • Customer Service
  • Organizational Skills
  • Administrative Functions
  • Detail Oriented
  • Reliability
  • Social Skills
  • Self-Motivation

About the company

The Hello Team logo

The Hello Team

Keep Your Business Open 24 Hours If your staff aren’t available to answer calls, you can lose business. Don’t wait to find out! The Hello Team will provide you with agents to answer your calls 24 hours a day. Our agents will be on the phone with your customers and take down their information, we will then send you an email/text with the caller’s information so you can call them back at a time of your convince. We can also book appointments for them if needed, and add new leads to your CRM. The Hello Team has Reps which are specifically trained in the Home Healthcare industry, and the languages we provide are specifically tailored to communicate with your HHA's and patients, Including English Russian Uzbek and Spanish

Company details

Company size51 - 200

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Job description

Job Summary:


We are seeking a reliable and detail-oriented Remote Bookkeeping and Finance Manager to manage day-to-day financial operations and support the overall financial organization of the company. This role is responsible for maintaining accurate financial records, handling accounts receivable and accounts payable, preparing monthly financial reports, and performing bank and account reconciliations. The position also involves filing quarterly sales tax reports and communicating with clients and vendors regarding invoices, payments, and collections. The ideal candidate has strong bookkeeping experience, is highly trustworthy when handling financial information, and is comfortable working in a remote environment using tools such as QuickBooks, Zoom, and Microsoft Office. This role requires excellent organizational skills, strong attention to detail, and the ability to collaborate effectively while supporting additional administrative tasks when needed.

Key Responsibilities:

  • Manage end-to-end company financial records and day-to-day bookkeeping activities.
  • Handle Accounts Receivable and Accounts Payable.
  • Prepare monthly financial reports.
  • Perform bank and account reconciliations.
  • File quarterly sales tax reports.
  • Communicate with clients regarding invoices and payments.
  • Coordinate with vendors regarding billing and collections.
  • Assist with scheduling and administrative tasks as needed.
  • Perform other tasks related to the position.

Qualifications & Requirements:

  • Proficient level of English (written and spoken).
  • Strong interpersonal and phone communication skills with excellent customer service approach.
  • Proven experience in bookkeeping and financial record management.
  • Strong experience with QuickBooks.
  • Willingness to learn Studio Designer software (training will be provided by the client).
  • Strong numerical and analytical skills.
  • High level of trustworthiness and responsibility when handling financial information.
  • Detail-oriented with strong organizational skills.
  • Confident and professional communication skills.
  • Comfortable managing Zoom meetings and virtual collaboration.
  • Proficiency with Microsoft Office (Word, Excel, Outlook).
  • Out-of-the-box thinker, reliable, organized, detail-oriented, self-motivated, and confident approach.
  • Positive attitude and the ability to learn and adapt quickly.
  • Ability to understand and follow established processes with minimal supervision.
  • Ability to work in alignment with U.S. Eastern Time (New York time) business hours.
  • Interested in long-term career opportunities.
  • Reliable computer (Windows 10 or newer), two monitors, and stable high-speed internet.

Compensation & Benefits:

  • 100% remote work.
  • Compensation in USD.
  • Full-time position with 40 hours weekly.
  • Please note that this is a long-term opportunity.
  • Great work environment with potential for growth.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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