Finance & Operations Assistant - Remote

Posted Yesterday
Be an Early Applicant
6 Locations
In-Office or Remote
7-7 Hourly
Mid level
Healthtech • Professional Services
The Role
Supports multi-entity bookkeeping, accounts payable and receivable, reconciliations, month-end close, financial reporting, budgeting, forecasting, and operational coordination. Builds cash flow forecasts, dashboards, automations, templates, and SOPs while identifying process improvements and tracking KPIs. Requires independent ownership of finance reporting and operational workflows, with clear communication and careful handling of confidential information.
Summary Generated by Built In
Numbers. Systems. Better ways of working.

Core-VA Solutions is a Texas-based healthcare staffing company with 20+ years of experience supporting U.S. healthcare organizations with skilled remote professionals.

We’re looking for a Finance & Operations Assistant who can do more than keep the books accurate. We want someone who looks at a repetitive process and thinks, “There has to be a better way.”

In this role, you’ll support bookkeeping, accounts payable/receivable, financial reporting, budgeting, forecasting, and operational coordination while helping streamline workflows, automate manual tasks, and build processes that make the business run more efficiently.

What You’ll Do
  • Maintain accurate QuickBooks Online records across multiple entities
  • Manage AP/AR, invoicing, payment processing, reconciliations, and month-end close
  • Prepare P&L, balance sheet, cash flow, AR/AP aging, and variance reports
  • Build and maintain cash flow forecasts, budgets, and budget-to-actual reporting
  • Monitor financial and operational deadlines, calendars, vendors, contracts, and documentation
  • Identify inefficient or repetitive processes and develop better workflows
  • Build automations, templates, dashboards, and standardized processes using tools such as Microsoft 365, Excel, Power Automate, Asana, and QuickBooks
  • Create and maintain clear SOPs and process documentation
  • Track KPIs and provide leadership with clear, actionable financial information
  • Support finance-related activities for affiliated staffing and nonprofit entities
Your First 90 Days

You’ll have clear milestones from the start, including:

First 30 Days: Take ownership of the books, reconciliations, recurring calendars, and current-state process mapping.

By Day 60: Launch your first process improvements or automations and demonstrate measurable time savings.

By Day 90: Independently manage the finance reporting cadence, cash flow forecasting, budget-to-actual reporting, and documented finance and operations SOPs.


RequirementsWhat We’re Looking For

You’ll likely thrive in this role if you are:

  • Experienced in full-cycle bookkeeping, staff accounting, or finance operations with 3+ years of experience
  • Highly proficient in QuickBooks Online, including multi-entity bookkeeping
  • Advanced in Excel, including PivotTables, lookups, formulas, and financial models
  • Comfortable with accrual accounting and month-end close
  • Experienced in budgeting, forecasting, financial reporting, and variance analysis
  • Able to identify a manual process, improve it, and explain the measurable result
  • Highly organized, accurate, proactive, and comfortable working independently
  • A clear communicator who can explain financial information in simple, practical terms
  • Comfortable handling confidential financial and client information

Nice to have: Experience with Power Automate, Zapier, Make, Power Query, VBA, Python, Microsoft 365, SharePoint, Teams, Asana, or Wise, as well as healthcare, nonprofit, long-term care, or home and community-based services experience.

The Mindset We Value

Builder’s instinct. You improve the process, not just complete the task.

Ownership. You follow through, close loops, and communicate before someone has to ask.

Accuracy. You can handle high-volume financial work without compromising quality.

Resourcefulness. You look for smarter, simpler, and more scalable ways to work.

Discretion. You understand the importance of protecting confidential financial and client information.


BenefitsWhat We Offer
  • $7 USD/hour
  • 100% remote / work-from-home setup
  • Paid Time Off (PTO)
  • U.S. public holidays observed
  • Structured training and ongoing support
  • Respectful, collaborative, and people-focused work environment
  • Long-term career opportunity with a stable and growing organization
Ready to Make an Impact?

If you’re an experienced Finance & Operations Assistant, Bookkeeper, Staff Accountant, or Finance Operations professional who enjoys both working with numbers and improving how work gets done, we’d love to meet you.

Apply today and help us build smarter, more efficient financial and operational processes at Core-VA Solutions.

Skills Required

  • 3+ years of experience in full-cycle bookkeeping, staff accounting, or finance operations
  • Highly proficient in QuickBooks Online, including multi-entity bookkeeping
  • Advanced Excel skills, including PivotTables, lookups, formulas, and financial models
  • Experience with accrual accounting and month-end close
  • Experience with budgeting, forecasting, financial reporting, and variance analysis
  • Ability to identify and improve manual processes and explain measurable results
  • Highly organized, accurate, proactive, and comfortable working independently
  • Clear communication skills and ability to explain financial information simply
  • Ability to handle confidential financial and client information
  • Experience with Power Automate, Zapier, Make, Power Query, VBA, Python, Microsoft 365, SharePoint, Teams, Asana, or Wise
  • Experience in healthcare, nonprofit, long-term care, or home and community-based services
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The Company
11 Employees

What We Do

Core-VA Solutions provides offshore virtual staffing for healthcare organizations, especially long-term care providers and medical practices. It supplies registered nurses and trained virtual specialists for patient-care coordination, case management, medical billing, human resources, administrative support, and related workflows. Its solutions are designed to reduce operational costs and administrative burdens while helping providers maintain compliant, efficient operations and focus more closely on patient care.

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