Finance & Operations Assistant - Remote
Numbers. Systems. Better ways of working.
Core-VA Solutions is a Texas-based healthcare staffing company with 20+ years of experience supporting U.S. healthcare organizations with skilled remote professionals.
We’re looking for a Finance & Operations Assistant who can do more than keep the books accurate. We want someone who looks at a repetitive process and thinks, “There has to be a better way.”
In this role, you’ll support bookkeeping, accounts payable/receivable, financial reporting, budgeting, forecasting, and operational coordination while helping streamline workflows, automate manual tasks, and build processes that make the business run more efficiently.
What You’ll Do
- Maintain accurate QuickBooks Online records across multiple entities
- Manage AP/AR, invoicing, payment processing, reconciliations, and month-end close
- Prepare P&L, balance sheet, cash flow, AR/AP aging, and variance reports
- Build and maintain cash flow forecasts, budgets, and budget-to-actual reporting
- Monitor financial and operational deadlines, calendars, vendors, contracts, and documentation
- Identify inefficient or repetitive processes and develop better workflows
- Build automations, templates, dashboards, and standardized processes using tools such as Microsoft 365, Excel, Power Automate, Asana, and QuickBooks
- Create and maintain clear SOPs and process documentation
- Track KPIs and provide leadership with clear, actionable financial information
- Support finance-related activities for affiliated staffing and nonprofit entities
Your First 90 Days
You’ll have clear milestones from the start, including:
First 30 Days: Take ownership of the books, reconciliations, recurring calendars, and current-state process mapping.
By Day 60: Launch your first process improvements or automations and demonstrate measurable time savings.
By Day 90: Independently manage the finance reporting cadence, cash flow forecasting, budget-to-actual reporting, and documented finance and operations SOPs.
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