Accounting Operations Specialist
About The Position
The Accounting Operations Specialist keeps Modern IT’s day-to-day accounting accurate, current, and controlled. The role owns recurring accounting operations across accounts payable, accounts receivable, banking, reconciliations, payroll support, time and expense compliance, and month-end close. The specialist prepares and self-reviews work, documents exceptions, and provides the Controller with complete, supported information for review and approval. This is a full-time remote contractor role aligned to U.S. Pacific Time business hours. The role works across ConnectWise PSA, QuickBooks Online, WiseSync, and WisePay, identifying and escalating billing, procurement, synchronization, control, and accounting exceptions. Compensation and final contractor engagement terms depend on experience, location, engagement structure, and role scope. Contractors are eligible for 10 days of paid time off and 7 U.S. holidays.
Requirements
- Five or more years of progressive bookkeeping, accounting operations, or full-cycle accounting-support experience.
- Three or more years of recent, hands-on ConnectWise PSA accounting experience in an MSP or technology-services environment.
- Working knowledge of ConnectWise agreements, billing, procurement, receiving, service and project billing, revenue triggers, and accounting interfaces.
- Strong accounts-payable, accounts-receivable, cash-application, reconciliation, and month-end support experience.
- Strong QuickBooks Online proficiency.
- Excellent documentation, self-review, follow-through, and deadline-management skills.
- Ability to consistently work U.S. Pacific Time business hours.
- Organized and precise, with the ability to own recurring deadlines without constant direction.
- Clear communication and the ability to recognize when to pause and escalate rather than make unsupported assumptions.
Nice To Haves
- Five or more years of hands-on ConnectWise PSA experience, including quote-to-cash workflows.
- Experience with WiseSync, WisePay, Bill.com, Divvy, or ACH Positive Pay.
- Experience with three-way matching and procurement-related accounting.
- QuickBooks Online ProAdvisor or AIPB certification.
- Relevant ConnectWise University coursework, badges, or certifications.
- Prior experience supporting a Controller in a structured prepare, self-review, and Controller-review model.
- MSP accounting experience.
Responsibilities
- Execute daily accounting activities and maintain accurate supporting documentation.
- Process vendor bills and credits using documented three-way matching.
- Apply customer payments, maintain account allocations, and perform routine collections follow-up.
- Prepare payment schedules and Bill.com workflows for Controller approval.
- Complete daily ACH Positive Pay and escalate unsupported or unusual activity.
- Prepare bank, credit-card, clearing-account, and assigned liability-account reconciliations.
- Support payroll preparation, contractor payments, and month-end close activities.
- Monitor PTO time-entry and expense-report compliance and follow up on incomplete submissions.
- Run and monitor accounting workflows across ConnectWise PSA, QuickBooks Online, WiseSync, and WisePay.
- Identify, document, and escalate billing, procurement, synchronization, control, and accounting exceptions.
- Follow exceptions through to resolution and provide the Controller with complete, supported information for review and approval.
Benefits
- 10 days of paid time off (PTO) for contractors.
- 7 U.S. holidays for contractors.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
