finance & operations specialist

Crox

<div><h5 class="jobSectionHeader">Finance &amp; Operations Specialist - Hybrid &ndash; 1 day/week on-site</h5><h5 class="jobSectionHeader">
This is not a typical accounting role</h5>
We&rsquo;re looking for a hands-on Finance &amp; Operations Specialist to take ownership of bookkeeping and day-to-day financial operations in a small U.S. entity of an international medical company.
You&rsquo;ll be the go-to person for everything related to finance &mdash; from managing QuickBooks and handling invoices to supporting operational processes and coordinating with international stakeholders.
This is a hybrid role, with flexibility to work remotely and 1 day per week on-site in Wake Forest, NC.<h5 class="jobSectionHeader">
What you&rsquo;ll be doing</h5><ul><li>
Manage full-cycle bookkeeping in QuickBooks (GL, P&amp;L, balance sheet accuracy)</li><li>
Process incoming and outgoing invoices, payments, and collections</li><li>
Monitor cash flow and ensure timely financial operations</li><li>
Oversee order intake and support end-to-end order processing</li><li>
Maintain Shopify and ensure proper integration with QuickBooks</li><li>
Coordinate with external tax advisors / CPA</li><li>
Monitor and respond to finance-related email accounts (customers, suppliers, warehouse)</li><li>
Handle weekly physical mail, including checks and related admin tasks</li></ul><h5 class="jobSectionHeader">
What we&rsquo;re looking for</h5><ul><li>
3&ndash;5 years of hands-on QuickBooks experience (daily use)</li><li>
Strong bookkeeping knowledge (GL, P&amp;L, invoicing, reconciliation)</li><li>
Ability to work independently and take full ownership of finance processes</li><li>
High attention to detail and reliability</li><li>
Fluent English</li><li>
Ability to be on-site once per week in Wake Forest, NC</li></ul><h5 class="jobSectionHeader">
Nice to have</h5><ul><li>
Experience with Shopify or similar platforms</li><li>
Background in small companies or standalone finance roles</li><li>
Experience in regulated industries (e.g. medical devices)</li></ul><h5 class="jobSectionHeader">
Not the right fit if</h5><ul><li>
You don&rsquo;t have hands-on QuickBooks experience</li><li>
You prefer highly specialized roles (e.g., only FP&amp;A, only AP/AR)</li><li>
You&rsquo;re looking for a fully remote position</li><li>
You&rsquo;re not comfortable working independently in a one-person finance role</li></ul><h5 class="jobSectionHeader">
What you can expect</h5><ul><li>
Salary range: USD 50,000 &ndash; 60,000</li><li>
A hybrid working model with flexibility</li><li>
High ownership and autonomy in your role</li><li>
Direct collaboration with international teams</li><li>
A stable, growing business environment</li></ul></div>

Finance & Operations Specialist (QuickBooks, Hybrid – 1 day/week on-site)

Hire Agency

<div><h2 class="jobSectionHeader">Accounts Receivable (A/R) Specialist</h2>
Location: Draper, UT or Lindon, UT (In-person, hybrid, or remote)
Job Type: Full-time. Monday - Friday with flexible start times to help you balance your life outside of work with your career
Salary: $50,000-$65,000 
Overview
Our client, Incite Tax, is seeking a detail-oriented Accounts Receivable (A/R) Specialist to join their accounting team. In this role, you will manage accounts receivable processes, oversee billing systems, and ensure accurate invoicing and timely collections. You&rsquo;ll play a key part in maintaining smooth financial operations, contributing to accounting and revenue management strategies. The ideal candidate is organized, self-motivated, and enjoys working with processes, systems, and accounts reconciliation to support the growth of our business.
About Incite Tax
At Incite Tax, they&rsquo;re not afraid to say it, the IRS sucks! They take too much of people&rsquo;s hard-earned money, and Incite Tax is here to help stop that. They work with small business owners to understand their numbers, make smarter decisions, and keep more of what they earn.
Incite Tax built their company on one simple belief: you shouldn&rsquo;t have to choose between a successful career and a real life. With flexible schedules, honest communication, and a culture that supports work-life balance, you can grow your career while still having time for family, hobbies, and sanity. 
Responsibilities/ What You&rsquo;ll Do
<ul><li>Invoice Management: Manage accounts receivable processes, including accurate invoice creation, tracking, and categorization for first-time customers, recurring services, and one-off projects.
</li><li>Automated Billing Oversight: Oversee automated billing systems, handle client billing cases, and ensure accurate payment processing and updates for cancellations, refunds, or adjustments.
</li><li>Collections &amp; Payment Tracking: Track A/R activity, manage automated follow-ups, run client payments, call clients for updated payment info, and send monthly A/R reports to professionals showing past-due accounts.
</li><li>Revenue Allocation: Ensure payments and revenue are correctly allocated to the appropriate team members and departments.
</li><li>Accounts Reconciliation &amp; Reporting: Conduct reconciliations, maintain accurate financial records, and provide reports with notes on exceptions. Contribute to Incite forecasting activities and internal metric tracking.
</li><li>Vendor &amp; Merchant Management: Assist in managing merchant services accounts, including PCI compliance and remote check deposits when applicable.
</li><li>Client Account Maintenance: Manage client account updates, cancellations, and payment adjustments promptly and accurately.
</li><li>Collaboration &amp; Special Projects: Collaborate with the Controller and support finance and accounting projects as assigned.
</li><li>Process Improvement: Continuously identify and implement opportunities to improve efficiency, accuracy, and automation within A/R and accounting operations. 
</li></ul>
<h3 class="jobSectionHeader">Qualifications/ Who are they looking for?:</h3>
<ul><li>Highly organized and detail-oriented, with a strong focus on accuracy and follow-through.
</li><li>A planner who thrives on structure, checklists, and deadlines, ensuring timely and reliable financial operations.
</li><li>Self-motivated and disciplined, able to manage workload independently while meeting multiple priorities.
</li><li>Proficient in Microsoft Office, Google Suite, and comfortable learning new accounting and finance tools such as Salesforce and QuickBooks Online.
</li><li>Experienced in billing systems, invoicing, payment processing, and collections, with a solid understanding of accounts receivable procedures.
</li><li>Analytical and process-driven, with the ability to identify inefficiencies and propose practical improvements.
</li><li>Previous experience in accounting, bookkeeping, or finance operations is preferred.
</li><li>A team player who appreciates a lighthearted culture (dad jokes welcome).
</li></ul><h3 class="jobSectionHeader">Benefits</h3>
<ul><li>Comprehensive health insurance
</li><li>401K with employer match
</li><li>Paid Time Off (PTO)
</li><li>14 paid holidays (including Christmas Eve through New Year&rsquo;s Day)
</li><li>Opportunities for professional development and career growth
</li><li>Casual dress code (jeans and t-shirts encouraged)
</li><li>Supportive culture that values work-life harmony and employee well-being</li></ul> 
Why Join Incite Tax?
At Incite Tax, you won&rsquo;t just clock in for a job; you&rsquo;ll build a career with people who actually care about your growth, balance, and well-being.
<ul><li>Balance: Reasonable hours year-round
</li><li>Growth: A clear, accelerated path to leadership and ownership
</li><li>Flexibility: Enjoy a hybrid schedule that fits your life
</li><li>Culture: A positive, collaborative team that values people as much as performance</li></ul> 
Our Application Process
Ready to grow your accounting career with a firm that respects your expertise and time? Apply today to join our team!
Here&rsquo;s what our hiring process looks like:
<ul><li>Online Application
</li><li>Skills and Competency Assessment
</li><li>Initial Google Meet Interview
</li><li>Team Fit Interview</li></ul></div>

A/R Specialist

Exeter Finance

&lt;p style=&quot;text-align:left&quot;&gt;At Exeter Finance, we are committed to helping customers find the right financing for their next vehicle purchase. By building strong relationships with our customers and network of dealer partners we are able to give options that make sense, getting customers behind the wheel of their car.&amp;nbsp;&lt;/p&gt;&lt;p style=&quot;text-align:inherit&quot;&gt;&lt;/p&gt;&lt;p style=&quot;text-align:left&quot;&gt;Every team member is integral to our success. Whether you&rsquo;re at a servicing center helping customers with their loans, in the field building relationships with dealers, or supporting the company from its corporate offices, you'll enjoy a nurturing, invigorating and positive work environment.&lt;/p&gt;&lt;p style=&quot;text-align:inherit&quot;&gt;&lt;/p&gt;&lt;p style=&quot;text-align:left&quot;&gt;Our vision is to be a premier finance company and lender of choice known for its People, Performance and Service.&lt;/p&gt;&lt;p style=&quot;text-align:inherit&quot;&gt;&lt;/p&gt;&lt;p style=&quot;text-align:inherit&quot;&gt;&lt;/p&gt;&lt;p style=&quot;text-align:left&quot;&gt;&lt;b&gt;Job Description&lt;/b&gt;&lt;/p&gt;&lt;p style=&quot;text-align:inherit&quot;&gt;&lt;/p&gt;&lt;h2&gt;&lt;u&gt;Job Summary&lt;/u&gt;&lt;/h2&gt;&lt;p&gt;Responsible for moderately complex dealer transactions and hands on operations of dealer-related activities. This role involves ensuring the efficient processing of finance applications, monitoring dealer performance, and providing high-level support to both internal teams and dealers. The position will work closely with various departments, including credit, compliance, and legal, to ensure that all dealer operations are compliant with company policies and industry regulations.&lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;h2&gt;&lt;u&gt;Essential Functions&lt;/u&gt;&lt;/h2&gt;&lt;ul&gt;&lt;li&gt;&lt;p&gt;Process moderately complex dealer transactions, ensuring timely and accurate completion of loan applications, contracts, and other documentation in compliance with company policies and regulatory requirements.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Serve as a subject matter expert on dealer operations, providing guidance and support to dealers and internal teams to resolve complex operational issues related to finance applications, payment processing, and documentation.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Manage dealer relationships, working to strengthen partnerships by providing exceptional customer service and addressing any issues or concerns in a proactive and efficient manner.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Review and approve dealer documentation, ensuring all required information is accurate, complete, and compliant before processing, with an emphasis on complex or high-value transactions.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Analyze dealer performance data, identifying trends and opportunities for improvement, and work with dealers to implement solutions that enhance operational efficiency and overall performance.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Collaborate with credit, compliance, legal, and other departments to ensure seamless communication and resolution of any issues related to dealer transactions and operations.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Assist in the development and implementation of dealer training programs, ensuring dealers are educated on company policies, compliance requirements, and best practices.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Monitor and track the progress of dealer applications and transactions, ensuring all tasks are completed on schedule and in accordance with company guidelines.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Support the implementation of dealer programs, such as promotional offers, incentive programs, and new financing products, and ensure proper execution across dealer networks.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Provide mentorship and training to less experienced Dealer Operations Specialists, helping them develop the skills and knowledge needed to excel in their roles.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Ensure compliance with all applicable industry regulations, such as lending laws, consumer protection laws, and internal policies, by conducting audits and reviews of dealer activities.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Act as a liaison between the company and dealers for escalated issues, providing timely and effective resolutions to complex problems.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Assist in the creation and maintenance of detailed reports and documentation for internal tracking, regulatory audits, and performance reviews.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Stay informed on industry trends, regulatory changes, and best practices related to dealer operations, sharing knowledge and insights with the team and dealers.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Work with internal teams to identify and implement process improvements aimed at streamlining dealer operations, reducing errors, and enhancing overall efficiency.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Ensure the proper handling of sensitive information, ensuring that dealer data is managed securely and in compliance with data privacy laws.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;&lt;span&gt;Other duties as assigned.&lt;/span&gt;&lt;/p&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;/p&gt;&lt;h2&gt;&lt;u&gt;Education and Experience&lt;/u&gt;&lt;/h2&gt;&lt;ul&gt;&lt;li&gt;&lt;p&gt;Education: High school diploma or equivalent, degree preferred&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Work Experience: 5&amp;#43; years in auto finance operations (5&amp;#43; specialty groups required for specialty teams)&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Extensive experience in dealer operations, dealership management, or a related field within the automotive finance industry.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Strong understanding of automotive financing, dealer agreements, loan processing, and operational functions.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Proven ability to manage complex dealer transactions and handle sensitive operational issues with minimal supervision.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Exceptional problem-solving skills, with the ability to resolve operational issues quickly and effectively.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;In-depth knowledge of industry regulations and compliance standards affecting dealer operations, including lending laws, consumer protection guidelines, and internal company policies.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Strong analytical skills, with the ability to assess dealer performance, identify areas for improvement, and develop actionable solutions.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with dealers, internal teams, and external stakeholders.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Experience with dealer management software, financial systems, and Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Ability to manage multiple priorities and deadlines while maintaining high operational standards and attention to detail.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Strong leadership and mentoring skills, with experience training and guiding junior team members.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;High level of attention to detail, ensuring accuracy and compliance in all aspects of dealer operations.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Ability to work independently and take initiative in managing dealer accounts, transactions, and operational processes.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;A proactive, solution-oriented mindset, with the ability to implement improvements in processes and dealer operations to drive efficiency and satisfaction.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Strong customer service orientation, with the ability to address dealer needs and concerns in a professional and effective manner.&lt;/p&gt;&lt;/li&gt;&lt;li&gt;&lt;p&gt;Ability to handle confidential information with discretion and professionalism, ensuring compliance with data privacy laws and internal security protocols.&lt;/p&gt;&lt;/li&gt;&lt;/ul&gt;&lt;p&gt;&lt;/p&gt;&lt;p&gt;#LI-Remote&lt;/p&gt;&lt;p&gt;&lt;/p&gt;&lt;p style=&quot;text-align:inherit&quot;&gt;&lt;/p&gt;&lt;p style=&quot;text-align:inherit&quot;&gt;&lt;/p&gt;&lt;p style=&quot;text-align:left&quot;&gt;Exeter Finance LLC is an Equal Opportunity Employer.&lt;/p&gt;&lt;p style=&quot;text-align:left&quot;&gt;&lt;span&gt;Individual compensation packages are based on various factors unique to each candidate including&lt;/span&gt;&lt;/p&gt;&lt;p style=&quot;text-align:left&quot;&gt;&lt;span&gt;skill set, experience, qualifications and other job-related reasons.&lt;/span&gt;&lt;/p&gt;22.90 USD-$29.00

Senior Dealer Operations Specialist

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Finance & Operations Specialist (QuickBooks, Hybrid – 1 day/week on-site)

Finance & Operations Specialist (QuickBooks, Hybrid – 1 day/week on-site)

Finance & Operations Specialist (QuickBooks, Hybrid – 1 day/week on-site)

Finance & Operations Specialist (QuickBooks, Hybrid – 1 day/week on-site)

Finance & Operations Specialist (QuickBooks, Hybrid – 1 day/week on-site)

A/R Specialist

Senior Dealer Operations Specialist