Remote – Part-Time Schedule: Flexible | Approximately 25–30 Hours per Week to Start
The Finance & Accounts Receivable Data Specialist is responsible for maintaining the day-to-day connection between the company's field/operations system and its accounting system, QuickBooks Online.
This is a precision-focused, back-office role responsible for entering new customer and contract data, recording payments, verifying installation records, processing invoices, and identifying contract-math discrepancies before they become larger accounting issues.
The position does not involve collections calls, customer-facing payment follow-up, or phone-based responsibilities during this phase.
The ideal candidate takes genuine pride in maintaining accurate, zero-error financial data, prefers double-checking information rather than allowing small discrepancies to pass, and is comfortable working independently within a clearly defined scope.
Record customer deposits against the appropriate contract as payments are received.
Track partial and milestone payments, including:
Reconcile individual payments against the total contract value.
Flag payments that cannot be clearly matched to an existing contract.
Escalate discrepancies for appropriate internal follow-up rather than making assumptions.
Process customer invoices daily for jobs marked as complete in the field operations system.
Ensure invoices accurately reflect:
Issue invoices promptly following job completion.
Maintain a standard same-day or next-day invoicing turnaround.
A critical responsibility of this position is serving as the primary reconciliation point between the company's field operations platform and QuickBooks Online.
Because these systems are not currently integrated, they must be kept synchronized manually.
The Finance & Accounts Receivable Data Specialist will:
Own the complete data-entry and reconciliation workflow from beginning to end.
Manage:
Reconcile information between both platforms.
Close the existing reconciliation backlog within the first 30 days.
Transition from backlog cleanup to daily maintenance.
Keep both systems current so that a reconciliation backlog does not re-accumulate.
Cross-check the financial math on every contract.
Verify:
Identify discrepancies between individual payments and total contract value.
Flag discrepancies to Sales or Operations for correction.
Do not independently modify or resolve questionable contract information without appropriate internal review.
Identify recurring sources of errors or delays in the field-to-accounting handoff.
Proactively communicate recurring issues.
Develop increasing familiarity with financing and lender-related jobs.
Understand that certain lenders may require final inspections before invoicing, while others may trigger invoicing based on installation-date confirmation.
Develop enough familiarity with these processes to intelligently identify and flag discrepancies without owning the underlying financing decision.
Provide a brief daily status update.
Report progress toward clearing the existing backlog.
Report discrepancies requiring internal review.
Maintain visibility into:
Escalate contract-math or documentation discrepancies on the same day they are identified.
Avoid batching known discrepancies for later review.
Participate in short daily check-ins during the initial ramp period.
Use check-ins to discuss:
Previous experience in:
Experience within construction, home services, or another field-based industry is preferred.
Working proficiency with QuickBooks Online is required.
Comfortable learning a company-specific field/operations platform.
Exceptional attention to detail.
Demonstrated ability to identify errors before they compound.
Strong commitment to accuracy, with precision prioritized over speed.
Comfortable proactively flagging discrepancies.
Able to communicate clearly within a well-defined scope.
Comfortable escalating issues without needing to manage the underlying customer relationship or resolution.
Familiarity with construction-industry billing cycles is a strong plus.
Familiarity with financing or lender-driven invoicing processes is beneficial but not required.
Comfortable using AI tools such as:
Able to work independently in a fully remote environment.
Comfortable with asynchronous work.
Comfortable working in a role without phone or customer-facing responsibilities during this phase.
A typical workday may include:
Review new contracts, estimates, and customer records entered into the field operations system.
Mirror new information accurately into QuickBooks Online.
Record deposits and other payments against the appropriate contracts.
Verify installation dates against field records.
Process invoices for newly completed jobs.
Work through the existing reconciliation backlog during the initial ramp period.
Once the backlog is cleared, maintain same-day data currency between systems.
Cross-check contract math.
Flag any discrepancies identified during the day.
Participate in a brief daily check-in to:
Throughout the week, the Finance & Accounts Receivable Data Specialist will:
The Finance & Accounts Receivable Data Specialist reports directly to the Finance Lead overseeing the accounting function.
Performance is evaluated primarily on accuracy and reliability rather than transaction volume alone.
The Finance & Accounts Receivable Data Specialist will work with:
Complete company orientation.
Learn the organization's structure, culture, and communication expectations.
Complete industry orientation covering how home-improvement and construction jobs move from:
Receive training on the company's field operations platform.
Receive detailed training on the field-operations-to-QuickBooks workflow.
Learn the contract-math verification methodology.
Develop foundational understanding of construction financing and lender-related workflows.
Take ownership of the daily data-entry pipeline.
Begin reconciling the existing backlog.
Establish a zero-error standard on new entries.
Fully reconcile the existing backlog by the end of the first 30 days.
Participate in structured daily check-ins.
Our client is a high-volume home improvement and renovation contractor specializing in:
The organization is experiencing rapid growth and market expansion, with a steady volume of new contracts, installations, and completed projects moving through its systems every day.
As operations scale, the company is strengthening its back-office and finance infrastructure. This position is a foundational finance hire designed to ensure that the organization's field operations and accounting systems remain accurately synchronized as transaction volume continues to grow.
The Finance & Accounts Receivable Data Specialist plays a foundational role in ensuring that operational activity and accounting records remain accurate and synchronized.
Success in this role means:
remote
part-time
Finance
September 8, 2026
Apply now and take the next step in your career journey.