Operational Support (Fully Remote)

Who We Are

At Accounting Wise, our goal is to assist SaaS and online businesses in achieving their financial goals. We do this by offering scalable modular accounting solutions, timely and consistent financial data, thoughtful solutions, and caring support.

We offer opportunities at the ground level of a growing accounting firm.  We are a global team where everyone’s opinion matters. We support each other and help our clients succeed.  Our goal is to become the number one provider of internal accounting services to SaaS companies and online businesses.  As we grow, each team member will directly impact building and contributing to the company's success.  In addition, we encourage a remote work lifestyle that offers our team members the flexibility to travel and have a good work/life balance.  

We are seeking an experienced Operational Support role to join our team. This role is a full-time position. If you have the experience and are looking for an exciting job in which every client is different, you will wear multiple hats, grow professionally, and be a part of a supportive and fun team at the ground level - this is a fantastic opportunity for you.

If you’re not sure you’re 100% qualified but are up for the challenge - we want you to apply.

What You’ll Do

✔ Improve operational efficiency by evaluating current software and tech tools while evaluating and implementing software solutions as needed.

✔ Implementation and utilization of automation/AI

✔ Review and implementation of process improvements, enhanced workflows, creation and refinement of SOPs, and streamlined reporting

✔ Support team capacity planning, budget maintenance, and timesheet maintenance while coordinating with the team

✔ Assisting in monitoring workloads and proactively preventing bottlenecks

✔ Management and maintenance of our project management system, Karbon

✔ Assistance in improvements to the company’s service library and pricing model

✔ Assistance in improvements to the company’s proposal process and preparation of agreements.

✔ Ownership of the company’s invoicing

✔ Ownership of various administrative tasks as needed.

What You’ll Need

✔ Bachelor's Degree in Accounting or related field

✔ 3+ years of experience in an operational, administrative support, or process improvement role.

✔ Strong organizational and project management skills with the ability to manage multiple priorities efficiently.

✔ Excellent written and verbal communication skills, with the ability to interact professionally across teams.

✔ Strong tech-savviness and ability to quickly learn and adapt to new software tools.
✔ Ability to work independently and take initiative while collaborating effectively within a team.
✔ Comfortable working in a remote-first environment and aligning with US business hours.

✔ Strong attention to detail and accuracy, with good analytical skills.

✔ A positive, helpful, and can-do attitude

What’s Nice to Have

✔ Experience with workflow automation and project management tools, such as Karbon, Asana, Trello, or Monday.com.

✔ Experience with billing and financial operations tools, such as QuickBooks, Stripe, or similar platforms.

✔ Familiarity with process automation tools, such as Zapier, Power Automate, or Make (formerly Integromat).

✔ Data analysis skills using Excel, Google Sheets, or Power BI to generate insights from operational data.

✔ Exposure to capacity planning and team workload management in a service-based business.

✔ Accounting or finance background is a plus but not required.

To show that you have carefully read this job ad, please include the word 'PRECISION' in the “Confirm understanding of job description” line of the application form.

Thank you for taking the time to consider this position. I look forward to hearing from you soon!

Dan Gomez