Operations Specialist
H
HireframeOperations / Finance
Mexico, 9:00 AM – 5:00 PM ESTFull-TimeMiddle
Salary not disclosed
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Job Details
- Required Skills
- Project ManagementHubSpotQuickBooks
Requirements
- Strong hands-on experience with QuickBooks (invoicing + reconciliation)
- Experience supporting billing, revenue operations, or financial workflows
- Proven ability to manage high-volume, deadline-driven work
- High level of attention to detail with financial data
- Experience with Kantata or similar PSA tools (preferred)
- Familiarity with HubSpot CRM (preferred)
- Background in service-based or project-based businesses (preferred)
- Exposure to month-end close processes (preferred)
- Experience in remote, cross-functional environments (preferred)
Responsibilities
- Create, audit, and send invoices in QuickBooks
- Perform monthly invoice reconciliation between QuickBooks and HubSpot
- Configure and maintain projects in Kantata
- Review completed projects for budget adherence
- Support month-end close processes
- Assess project requirements and support resource allocation
- Identify opportunities to improve billing and reporting workflows
- Partner with Finance, Operations, and Project Management teams
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