Accounting & Finance Specialist

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6d•Remote

About The Position

ACT360 is a growing technology services provider in the search for a hands-on Accounting & Finance Specialist to take full ownership of financial operations, drive process improvement, and ensure billing and vendor workflows are accurate, efficient, and scalable. In this role, you’ll manage invoicing, reconciliations, and vendor payments —while introducing automation and financial controls that support growth. You’ll also oversee the financial systems stack, guide platform migrations, and ensure every billable item and client contract is handled properly. This is an ideal opportunity for a systems-minded finance professional who thrives in ownership, enjoys solving operational problems, and is eager to build financial infrastructure in a fast-moving environment.

Requirements

4–6 years of finance or bookkeeping experience in a service-based business
Track record of independently owning end-to-end finance operations
Highly organized, analytical, and attentive to detail
Able to document processes and solve problems proactively
Able to take full ownership, actively improve processes, and be motivated to drive individual growth and development
Strong knowledge of QuickBooks and/or Xero
Familiarity with PSA/ticketing systems (e.g., ConnectWise, Autotask)
Experience managing subscription billing and financial integrations
Proven ability to lead systems improvements and financial automation

Responsibilities

Own all client billing and ensure accuracy for services and purchased items
Cross-check subscription-based billing (e.g., Office 365) and resolve discrepancies
Manage receivables and follow up on overdue payments
Process vendor bills, reimbursements, credit card charges, and refunds
Order and track parts/software with precision, ensuring correct vendors and delivery logistics
Maintain vendor relationships and negotiate improved terms
Reconcile accounts monthly (bank, credit card, vendor)
Deliver monthly cash flow forecasts (60 days out), profitability reports, and P&Ls
Maintain and audit client contracts and paperwork
Implement automated workflows for billing and reporting
Evaluate and lead system migrations (e.g., from Xero to QuickBooks)
Manage platform integrations, financial settings, and backend configurations