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.

What We’re Looking For

You’ll likely thrive in this role if you are:

• Experienced in full-cycle bookkeeping, staff accounting, or finance operations with 3+ years of experience
• Highly proficient in QuickBooks Online, including multi-entity bookkeeping
• Advanced in Excel, including PivotTables, lookups, formulas, and financial models
• Comfortable with accrual accounting and month-end close
• Experienced in budgeting, forecasting, financial reporting, and variance analysis
• Able to identify a manual process, improve it, and explain the measurable result
• Highly organized, accurate, proactive, and comfortable working independently
• A clear communicator who can explain financial information in simple, practical terms
• Comfortable handling confidential financial and client information

Nice to have: Experience with Power Automate, Zapier, Make, Power Query, VBA, Python, Microsoft 365, SharePoint, Teams, Asana, or Wise, as well as healthcare, nonprofit, long-term care, or home and community-based services experience.

The Mindset We Value

Builder’s instinct. You improve the process, not just complete the task.

Ownership. You follow through, close loops, and communicate before someone has to ask.

Accuracy. You can handle high-volume financial work without compromising quality.

Resourcefulness. You look for smarter, simpler, and more scalable ways to work.

Discretion. You understand the importance of protecting confidential financial and client information.