We are seeking a highly detail-oriented Operations Specialist to support billing, project configuration, and revenue operations workflows. This role is critical to ensuring financial accuracy, operational efficiency, and alignment across project delivery and billing systems.
This is a full-time, remote position operating on a fixed 9:00 AM – 5:00 PM EST schedule
Key Responsibilities: Billing & Financial Operations Create, audit, and send invoices in Quick Books Ensure accuracy and timeliness across all billing processes Perform monthly invoice reconciliation between Quick Books and Hub Spot Identify and resolve discrepancies to maintain financial alignment Project Configuration & Oversight Configure and maintain projects in Kantata, ensuring accurate financial data and project setup Review completed projects to ensure budget adherence and compliance Support month-end close processes,
including project finalization and archiving Resource Allocation & Operations Assess project requirements and support team/resource allocation for optimal execution Maintain alignment between project delivery and billing structures Workflow Optimization & Reporting Identify opportunities to improve workflows across billing, reporting, and project management Support the development of data-driven insights and reporting to improve operational decision-making Cross-Functional Collaboration Partner closely with Finance, Operations, Project Management, and Delivery teams Ensure clear communication and alignment across departments to support smooth execution Tools & Systems Quick Books (invoicing & reconciliation) Kantata (PSA / project financial tracking) Hub Spot (CRM and deal-to-billing alignment) Slack, Google Workspace Requirements Idóneo Candidate Profile This role is best suited for someone who thrives in high-volume, system-driven environments where finance and operations intersect.
Required Experience Strong hands-on experience with Quick Books (invoicing + reconciliation) Experience