Serve as operational partner and right hand to the Head of Services, overseeing daily workflows and ensuring consistency across advisors and coaches.
Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible.
Maintain and manage the compliance calendar, ensuring timely completion of filings, annual reviews, and required testing.
Boldin believes that financial power belongs in the hands of individuals — not institutions. They exist to democratize financial confidence, to give millions of people the clarity, tools, and courage to take control of their money and their time, and to live more meaningful lives. They have raised over $20M from top investors and are seeing tremendous growth.
Responsible for the timely submission of electronic invoices and accruals to clients on monthly basis.
Act as liaison between billing attorney/secretarial staff, and clients' staff assigned to electronic billing by providing expert level subject matter support.
Populate, maintain, and update data for assigned clients in the billing system and clients' external web applications.
Williams Lea is a global business support services company delivering world-class business solutions with over 200 years of experience. They specialize in skilled administrative support, document production, presentation design, and marketing and communications services. With a presence in North America, the UK, Europe, and Asia Pacific, they have thousands of employees globally, all working together to help their clients operate more efficiently and effectively.
Owns end-to-end billing, invoicing, and accounts receivable, including collections, cash flow tracking, and revenue recognition.
Manages the work order and billing process, ensures accuracy, and partners with operations and corporate accounting to improve workflows.
Supports forecasting, month-end close, reconciliations, and handles accounts payable for day-to-day financial operations.
Delta Digital builds a portfolio of media brands focused on informing and entertaining people in pursuit of their passions. It is a rapidly growing team in the digital media industry, offering a dynamic work environment with opportunities for professional advancement.
Own QuickBooks Online end-to-end: invoicing, AR/AP, bank reconciliations, journal entries, month-end close.
Manage client invoicing and ensure invoices align with contract terms; draft, manage, and maintain contracts, SOWs, amendments, and renewals.
Serve as client-facing contact for invoicing and contract questions; liaison with external CPA for monthly, quarterly, and year-end reporting and tax support.
UniTriTeam is a fast-growing professional services and consulting firm that helps organizations scale through people, process, and technology. Strong financial operations and contract discipline are critical to their success and client experience.
Respond to customer inquiries through written and verbal communication.
Record client payments within all reporting systems.
Resolve client account discrepancies between systems.
Subsplash provides an ultimate engagement platform for churches, Christian ministries, non-profits, and businesses around the world, serving 14,000+ clients. The company has 280+ mission-driven people and has pioneered the market with over 30-firsts for the church market including the first-ever church mobile app.
Calendar deadlines and appointments and regularly check upcoming due dates
Schedule consultations and manage client appointments
Conduct intake conversations with new and prospective clients
Job Duck connects ambitious individuals with remote job opportunities with US-based employers. They value a positive work environment and have been Great Place to Work Certified every year since 2022.
Support business development efforts by researching potential clients and maintaining prospect lists.
Assist with client outreach, follow-ups, and proposal preparation.
Help manage and update company social media accounts and online presence.
We are a fast-growing U.S.-based facilities management company managing repair and maintenance operations for national clients. We work with a network of vendors across the U.S. and a remote operations team internationally.
Partner with accounting and revenue teams to ensure invoices are generated accurately.
Lead monthly ARR and revenue review processes across business units.
Oversee order administration processes related to customer expansion orders.
Cordance accelerates the growth of vertically focused B2B SaaS companies through acquisition and long-term tactical and financial guidance. They are experienced operators and subject-matter experts with a passion for software and building businesses.
Serve as the centralized administrative support hub for a growing construction company.
Support accounting coordination, payroll administration, and bid proposal logistics.
Maintain compliance tracking, subcontractor communication, and system administration across multiple construction projects.
20four7VA delivers remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia. They seek offshore independent contractors.
Assist other teams as required throughout the quarter.
Twilio is shaping the future of communications from home, delivering solutions to businesses and empowering developers to craft personalized customer experiences. They are dedicated to remote-first work with a vibrant team and a strong culture of connection and global inclusion.
Manage customer inquiries across multiple channels while maintaining high satisfaction scores and processing financial transactions with accuracy.
Analyze customer accounts to resolve billing disputes and collaborate with internal teams to solve complex issues requiring financial expertise.
Execute daily financial operations, document interactions in systems, and optimize support processes by identifying trends and recommending improvements.
Breezy provides a hiring platform to streamline recruitment processes for organizations. They are a growing team focused on delivering efficient and user-friendly solutions for job applicants and hiring managers.