Finance Lead – QuickBooks, HubSpot, Client Invoicing & Payroll | Full-Time | Remote

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: TYPE OF WORK

Any

: SALARY

$7 to $9

: HOURS PER WEEK

40

: DATE UPDATED

Aug 7, 2026

JOB OVERVIEW

Finance Lead – QuickBooks, HubSpot, Client Invoicing & Payroll | Full-Time | Remote
Location: Remote, Philippines-based preferred
Schedule: Full-Time
Work Hours: Must have overlap with U.S. business hours
Compensation: $7–$9 USD/hour, depending on finance/accounting experience, QuickBooks experience, HubSpot experience, and integration knowledge
Type: Long-Term | Full-Time
Industry: VA Recruitment / Virtual Staffing Company

About the Role

We are looking for a strong Finance Lead to support a growing VA recruitment and virtual staffing company.

This role is ideal for someone with a solid finance and accounting background who also has hands-on experience with QuickBooks and HubSpot. The right candidate should understand how financial data, client records, invoices, payroll, and CRM information connect across systems.

This is not a basic bookkeeping role. We need someone who can own finance operations, improve data accuracy, manage client invoicing, support payroll, and help clean up finance-related workflows across QuickBooks and HubSpot.

What You’ll Do
Client Invoicing
Manage client invoicing for VA placements and ongoing services
Prepare, review, and send accurate client invoices
Confirm billing details, rates, hours, client records, and service dates
Identify missing or incorrect billing information
Follow up on invoice discrepancies or questions
Help maintain accurate invoice records and client billing history

Payroll Support
Support payroll review for virtual assistants and internal tea ---------- mbers
Review hours, rates, payroll records, and payment details for accuracy
Identify payroll discrepancies, underpayments, overpayments, or missing information
Coordinate with leadership or HR/operations on payroll questions
Help ensure payroll is accurate, timely, and properly documented

QuickBooks & Accounting
Manage finance activity inside QuickBooks
Support transaction tracking, categorization, reconciliation, and reporting
Maintain clean and accurate accounting records
Review financial data for errors or inconsistencies
Support accounts receivable, billing, payroll-related entries, and reporting
Help improve finance workflows, checklists, and controls

HubSpot & Integration Support
Work with HubSpot records related to clients, deals, billing, and finance workflows
Help ensure HubSpot data matches finance and billing records
Support QuickBooks-HubSpot integration accuracy
Identify syncing, data flow, or reporting issues between QuickBooks and HubSpot
Partner with a HubSpot Specialist or operations team when deeper CRM support is needed
Help create cleaner processes for how finance-related information moves between systems

Data Integrity & Process Improvement
Review financial and CRM data for accuracy and completeness
Clean up incorrect, duplicated, incomplete, or inconsistent finance-related data
Create or improve SOPs for invoicing, payroll review, billing updates, and system usage
Identify process gaps that cause finance errors
Recommend ways to improve accuracy, accountability, and reporting visibility
Help leadership trust the numbers by improving financial data integrity

Reporting & Leadership Support
Prepare or support recurring finance reports
Provide updates on invoicing, payroll, receivables, discrepancies, and cleanup progress
Communicate finance issues clearly and professionally
Help leadership understand what is accurate, what needs correction, and what requires follow-up

Required Experience
Strong finance and accounting background
Experience managing client invoicing
Experience supporting payroll review or payroll coordination
Hands-on QuickBooks experience
Hands-on HubSpot experience
Experience with QuickBooks-HubSpot integration, syncing, or connected workflows
Experience identifying and correcting financial data issues
Strong understanding of financial accuracy, account reconciliation, and documentation
Strong spreadsheet skills
Strong written English communication
High attention to detail
Able to work independently and take ownership
Comfortable working with leadership and cross-functional teams
Trustworthy with sensitive financial and payroll information

Nice to Have
Experience in a VA company, recruitment company, staffing agency, outsourcing company, or service-based business
Experience handling client billing based on VA hours, hourly rates, placements, or recurring services
Experience reviewing payroll for remote workers or contractors
Experience with accounts receivable and collections follow-up
Experience cleaning up messy QuickBooks, HubSpot, or finance processes
Experience creating finance SOPs, checklists, dashboards, or reporting systems
Experience supporting U.S.-based companies

What We’re Looking For

We are looking for someone who is:

Strong in finance and accounting
Experienced with QuickBooks and HubSpot
Comfortable with system integrations and data accuracy
Highly detail-oriented
Organized and process-minded
Able to spot financial discrepancies
Comfortable managing invoicing and payroll support
Proactive about improving messy workflows
Clear in communication
Responsible with sensitive financial information

To Apply
Please send:
1. A viewable link to your updated resume
2. A short paragraph describing your finance and accounting experience
3. A short paragraph describing your experience with QuickBooks
4. A short paragraph describing your experience with HubSpot and any QuickBooks-HubSpot integration or syncing experience
5. A brief example of a time you managed client invoicing, supported payroll, cleaned up financial records, or fixed a data integrity issue
6. A list of accounting, CRM, payroll, spreadsheet, and reporting tools you have used
7. Please confirm your desired hourly rate and availability for full-time work

Subject Line: Finance Lead – [Your Full Name]

We are looking for a Finance Lead who can bring accuracy, structure, and accountability to client invoicing, payroll, QuickBooks, HubSpot, and finance operations for a growing VA recruitment company.

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Finance Lead – QuickBooks, HubSpot, Client Invoicing & Payroll | Full-Time | Remote

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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