Our client is an agency specializes in leveraging influencer marketing strategies to captivate the Gen-Z audience. 

They're looking for a highly detail-oriented Financial Operations Specialist to take charge of our invoicing, payments, and bookkeeping processes. You’ll play a critical role in keeping our financial operations running smoothly, supporting both internal stakeholders and external partners such as creators and clients. This role is perfect for someone who thrives in a fast-paced environment, is experienced with creator-driven businesses, and loves clean books, efficient systems, and timely payments.

Key Responsibilities

Invoicing & Accounts Receivable

• Generate and send accurate invoices

• Follow up on outstanding payments and manage overdue accounts

• Ensure timely resolution of invoice-related issues

Accounts Payable

• Collect tax and payment info (e.g., PayPal details, W-9 forms) from 30+ new creators weekly

• Coordinate and prepare weekly payments (mainly via PayPal and banking platforms)

• Maintain accurate and organized payment records

Bookkeeping & Financial Tracking

• Maintain and reconcile records in QuickBooks Online

• Categorize transactions properly (especially from PayPal and banking systems)

• Collaborate with external bookkeepers when necessary

• Keep books audit-ready and identify areas for potential tax deductions

General Financial Admin

• Record day-to-day financial transactions and ensure they are posted to correct ledgers

• Perform partial checks and complete monthly sales tax returns

• Create reports and assist with monthly and year-end closings

• Post journal entries and assist in preparing financial statements

• Communicate with creators and clients to gather necessary information

Process Optimization

• Identify and implement opportunities to automate payment and invoicing flows

• Suggest and execute improvements to streamline financial operations

• Ensure efficiency and compliance across tools like PayPal, QuickBooks Online, and Bill.com

Requirements

• 3+ years of experience in bookkeeping, financial coordination, or a similar role

• Strong PayPal experience, including transaction reconciliation and payment processing

• Proficient with QuickBooks Online (not the desktop version)

• Familiarity with Bill.com or other payment/invoicing software

• Experience managing multiple financial tasks on tight timelines

• Bachelor’s degree in Finance, Accounting, or Business Administration

• Solid understanding of bookkeeping principles and A/R and A/P workflows

• Proficiency in English (written and verbal) and Microsoft Office

• Strong attention to detail, accuracy, and independent work ethic

Nice to Have

• Experience in a creator economy, influencer marketing, or digital services company

• Airtable experience