Financial Management Specialist

1 week ago

Manila, National Capital Region, Philippines beBeeAccounts Part time ₱4,000 - ₱8,000
About the Opportunity

We are seeking a detail-oriented and proactive specialist to support our finance operations. This remote role is ideal for a self-starter with strong financial management skills, and a solid understanding of month-end close processes and basic tax compliance.

Key Responsibilities:
  • Process invoices accurately, approved, and entered in a timely manner.
  • Record and manage bills in QuickBooks Online, ensuring all AP transactions are properly recorded.
  • Manage payment scheduling and maintain accurate vendor records.
  • Assist with expense management platforms (e.g., tracking transactions, managing approvals).

Month-End Closing

  • Perform accrual processing and ensure all AP transactions are properly recorded.
  • Pooled data from QuickBooks and Excel for reporting as needed.

Vendor and Tax Compliance

  • Maintain a large vendor database and ensure collection and organization of W-9 forms.
  • Support monthly and quarterly tax compliance by ensuring vendor and expense documentation is accurate and complete.

Reporting and Analysis

  • Use Excel to generate reports, summaries, and reconciliations as requested.
  • Assist in data validation and cleanup for financial and audit purposes.

Requirements

Must-Haves:

  • Strong experience with QuickBooks Online.
  • Proficiency in Microsoft Excel (pivot tables, lookups, formatting, etc.).
  • Solid understanding of Accounts Payable, month-end closing, and accrual accounting.
  • Familiarity with U.S. tax compliance, including W-9 handling and state-by-state AP/tax requirements.
  • Highly detail-oriented, organized, and capable of working independently.

Preferred Qualifications

Nice-to-Haves:

  • Experience with Ramp or similar expense management platforms.
  • Prior experience handling AP and compliance across multiple U.S. states.
  • Background in working with small to midsize companies in a remote setup.

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