Role Overview

We are seeking a dedicated and experienced Financial Virtual Assistant to support a thriving company in the plumbing, air conditioning, and electrical services industry. This fully remote position offers the opportunity to play a crucial role in managing our daily financial operations, data integrity, and system workflows.

The ideal candidate will bridge the gap between field service operations and backend accounting by leveraging specialized industry software to ensure absolute accuracy and operational efficiency.

Key Responsibilities

• Systems Integration: Seamlessly manage workflows between ServiceTitan and QuickBooks Online, ensuring accurate batching, invoice syncing, and database reconciliation.

• Accounts Payable: Oversee full-cycle AP processes, including field-vendor invoice verification, expense classification, and purchase order tracking.

• Accounts Receivable: Manage trade and residential AR duties, converting field jobs to finalized invoices, tracking payment statuses, and supporting collection efforts.

• Core Accounting Support: Perform daily financial data entry, assist with monthly bank and credit card reconciliations, and maintain pristine, audit-ready financial records.

• Payroll Administration: Support payroll workflows by auditing technician timesheets, tracking commission/bonus structures within ServiceTitan, and organizing accurate records.

• Document Management: Maintain a secure, highly organized digital archiving system for all contracts, receipts, permits, and financial compliance documents.

Required Qualifications

• Industry Software Mastery: Proven, hands-on experience navigating ServiceTitan and QuickBooks Online is strictly required.

• Professional Experience: 3+ years of progressive experience in a finance administration, bookkeeping, or specialized accounting support role.

• Niche Knowledge: Prior experience working with residential or commercial trade services (Plumbing, HVAC, or Electrical) is highly preferred.

• Technical Proficiency: Advanced command of Microsoft Office Suite (especially Excel pivot tables and formulas) and secure cloud storage tools.

• Core Competencies: Exceptional attention to numerical detail, high organizational skills, and the ability to work autonomously with sensitive financial data.

Schedule & Work Arrangement

• Employment Type: Contractor.

• Hours: Full-time; availability during US business hours required.

• Flexibility: Occasional availability outside standard hours may be required.

Work Arrangement

• Status: Independent contractor; no company-provided equipment.

• Benefits: This role does not include company-provided benefits or paid leave.

• Taxes: Contractor is responsible for their own taxes and statutory contributions.

• Payroll: Payments issued according to the company’s standard contractor payroll schedule.