Financial Operations Virtual Professional (VP) - QuickBooks + Reports
Financial Operations Virtual Professional (VP) - QuickBooks + Reports
Where you will work
Remote — work from within the Philippines
The employer confirmed you can do this job from within the Philippines.
About the Role
What you'll be doing at Freedom and Balance Virtual Professionals
About the Role Are you the kind of Virtual Professional who loves making messy operations clean? We are looking for a dependable, proactive, and AI-savvy Financial Operations VP who can help a busy business team stay on top of invoices, payables, reports, SOPs, research, and follow-up. This is not a simple data entry role. The best fit is someone who can think, organize, document, and execute. You should be comfortable working with numbers, asking smart questions, building repeatable workflows, and using AI tools responsibly to produce better reports, summaries, research, and process documents. Requirements: • Excellent English communication skills, especially written updates and clear follow-up messages. • Strong financial operations instincts: invoices, payables, vendor coding, reporting, and clean data matter to you. • Experience with QuickBooks Online is preferred. Strong experience in Xero, NetSuite, FreshBooks, Zoho Books, or another accounting system may also be considered if you can learn quickly. • Comfortable with Excel or Google Sheets for trackers, basic analysis, and reporting. • AI fluency - actively uses ChatGPT, Claude, Perplexity or any other AI platforms as a thought and work partner; comfortable with prompt engineering and using AI to produce improved work output • Proactive, resourceful, and able to explore options before asking for help. • Detail-oriented and process-minded. You enjoy turning scattered information into a clean system. • Reliable, committed, and comfortable supporting a fast-moving business owner or leadership team.
Responsibilities
- Responsibilities:
- Organize invoices, receipts, PDFs, screenshots, and other documents so they are easy to review, code, and track.
- Support accounts payable workflows, vendor coding, chart-of-accounts discipline, and financial data cleanliness.
- Help prepare P&L-ready reports, weekly KPI summaries, and management updates from raw exports and shared documents.
- Spot missing information, inconsistent entries, and reporting gaps before they become bigger problems.
- Use QuickBooks Online or similar accounting systems to support clean, reliable reporting.
- Research and track applications, permits, vendor accounts, and ongoing projects
- Handle phone- and computer-based coordination so on-site teams can focus on what only they can do
- Manage document flow across messaging and cloud tools (PDFs, photos, invoices)
- Use tools like ChatGPT, Claude, Perplexity, or similar platforms to draft summaries, format reports, research options, and create SOPs.
- Turn instructions, notes, calls, or recorded process explanations into clear checklists and SOPs.
- Use AI responsibly: verify details, protect confidential information, and never submit generic output without review.
Nice to Have
- Multi-location, multi-department, or operations-heavy business support experience.
- Dashboard, KPI, management reporting, or RevOps/data hygiene experience.
- Experience supporting owners, executives, operators, or small business leadership teams.
Benefits & Perks
Compensation
$5/hr
Apply with your profile in ~1 min
Posted
2 weeks ago
applicants
1 applicant
What happens next
Never pay to get a job. How Jobly protects you
About Freedom and Balance Virtual Professionals
Freedom and Balance Virtual Professionals
Company size
11-50 employees
$5/hr
Want more jobs like this?
Get a weekly email with new Finance roles in Philippines.