Financial Operations Specialist (Future Head of Financial Ops)

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TYPE OF WORK

Full Time

SALARY

1,000-1,500 USD

HOURS PER WEEK

40

DATE UPDATED

Jul 9, 2026

JOB OVERVIEW

ABOUT PESTLAUNCH

PestLaunch helps pest control business owners build better businesses.

Most of our clients are between $300,000 and $3,000,000 in annual revenue. They are great operators, but many lack financial visibility, reporting systems, accountability, and operational structure.

Our mission is simple: Help pest control owners grow faster, become more profitable, and gain clarity in their business.

We do this through implementation, dashboards, scorecards, financial reporting, operational systems, hiring systems, and business coaching.

Unlike most consultants, we don't just tell clients what to do. We help build the systems that make it happen.

As we continue growing, we're looking for a Financial Operations Specialist to own the financial reporting layer inside PestLaunch and support multiple pest control clients through our OS.

ABOUT THE ROLE

We aren't looking for someone to simply maintain books. We're looking for someone to build the Financial Operations department inside PestLaunch.

Initially, you'll personally standardize client books, clean up financials, and build reporting systems. Over time, you'll create the SOPs, standards, quality controls, and team that allows us to scale Financial Ops across dozens of clients.

If you're excited about ownership, not just execution, this role was built for you.

The person who succeeds in this role will have the opportunity to become our Head of Financial Operations, leading future bookkeepers, improving systems, and owning the financial reporting function across PestLaunch.


RESPONSIBILITIES

Client Financial Management
• Manage QuickBooks Online for multiple pest control companies
• Review and maintain accurate books across all assigned clients
• Reconcile bank and credit card accounts
• Categorize transactions correctly
• Match deposits and payments
• Maintain customer and vendor records
• Investigate and resolve discrepancies

Financial Clarity & Reporting
• Implement and maintain PestLaunch financial standards
• Standardize Chart of Accounts across clients
• Prepare monthly Profit & Loss reports
• Review Balance Sheets for accuracy
• Ensure books are current and trustworthy
• Identify unusual expenses, margin issues, reporting gaps, and inconsistencies
• Flag concerns and opportunities to the PestLaunch team
• Review client financial performance
• Identify profitability trends
• Spot unusual changes in margins
• Flag operational opportunities
• Prepare financial review summaries for clients

Department Ownership
• Develop PestLaunch bookkeeping standards
• Improve our month-end close process
• Build scalable SOPs
• Train future bookkeepers
• Review quality of client books
• Continuously improve Financial Ops
• Help shape how Financial Ops is delivered to clients

Dashboard Support
• Pull financial data from QuickBooks
• Update dashboard source files and templates
• Verify dashboard metrics match QuickBooks
• Ensure all reporting remains accurate and up to date
• Assist with ongoing dashboard quality control
• Every client's books should be accurate within 7 days so our dashboards always reflect reality.

Process Improvement
• Follow documented SOPs
• Help improve existing processes
• Identify opportunities for automation
• Help create scalable systems as we grow


WHAT THIS ROLE DOES NOT INCLUDE

You will NOT be responsible for:
• Tax preparation
• Tax strategy
• Payroll processing
• Sales tax filings
• IRS communication
• Legal advice
• CPA-level advisory work

Our focus is financial visibility, reporting accuracy, and operational decision-making.


REQUIREMENTS

Must Have
• 4+ years of recent QuickBooks Online experience
• Strong understanding of accounting fundamentals
• Experience reconciling multiple accounts
• Experience managing books for multiple businesses or clients
• Strong attention to detail
• Excellent organizational skills
• Strong written English
• Ability to follow systems and SOPs
• Reliable internet connection
• Quiet work environment

Preferred
• Experience with US-based service businesses
• Experience with pest control, HVAC, plumbing, landscaping, roofing, or home services
• Experience in a bookkeeping firm, accounting firm, agency, or BPO environment
• Advanced Google Sheets experience
• Experience with dashboard reporting
• Experience with Zapier, Make, AI tools, or workflow automation


WHAT SUCCESS LOOKS LIKE

After 90 Days
• Assigned client books are fully current
• Monthly reconciliations are completed on time
• Dashboard numbers match QuickBooks
• Financial reporting is reliable and consistent
• Issues are proactively identified before becoming problems

After 12 Months
• You are the trusted owner of financial reporting inside PestLaunch
• Client financial data is clean, current, and standardized
• Dashboard accuracy exceeds 95%
• Financial reporting systems are scalable across dozens of clients
• PestLaunch leadership trusts the numbers without needing to verify them


COMPENSATION
• Full-Time Position
• Remote
• Long-Term Opportunity

Starting Compensation:
• $1,000-$1,500/month starting based on experience
• Performance reviews after 60 and 120 days
• Growth opportunities available

The right person can grow into a Senior / Lead Financial Operations role overseeing multiple tea ---------- mbers and client reporting systems inside PestLaunch.



HOW TO APPLY

Use the subject line: Financial Operations Specialist – [Your Name]

Include the following:
1. Brief introduction and why you're interested in this role
2. How many years of QuickBooks Online experience you have
3. How many businesses or clients you have managed at once
4. A bookkeeping cleanup project you've completed and what you fixed
5. Where do you see yourself in 3-5 years?
6. Resume or CV

7. (optional - but big boost) Attach a Loom video - Record a 2-5 minute Loom video answering:

• Who are you?
• Why are you interested in this position?
• What makes you a strong QuickBooks Online operator?
• Why should PestLaunch hire you?

Applications without a Loom video will not be considered.


FINAL NOTE

We care far more about accuracy, ownership, reliability, and problem?solving than formal accounting credentials.

We're looking for someone who wants to become an important part of a growing company as our in?house Financial Ops lead, not someone primarily looking to build their own external bookkeeping practice.

If you love systems, numbers, dashboards, and helping businesses improve from inside one team, we'd love to meet you.

SKILL REQUIREMENT
Quickbooks Bookkeeping Financial Analysis
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