[Hiring] Accounting Operations Specialist @Modern IT

Role Description

The Accounting Operations Specialist keeps Modern IT’s day-to-day accounting accurate, current, and controlled. You will own routine accounting operations across:

• Accounts payable
• Accounts receivable
• Banking
• Reconciliations
• Payroll support
• Time and expense compliance
• Month-end close

You will prepare and self-review your work, document exceptions, and give the Controller complete, supported information for review and approval.

What You’ll Own

• 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.

What Success Looks Like

• Accounting records remain accurate, current, and fully supported.
• Banking, payment, payroll, and close deadlines are met consistently.
• Reconciliations arrive complete, tied out, and ready for Controller review.
• ConnectWise and integration exceptions are identified before they affect billing or financial reporting.
• Time and expense compliance issues are followed through to resolution.
• Controller review focuses on accounting judgment rather than correcting preparation errors.

Who Thrives Here

You are organized, precise, and comfortable owning recurring deadlines without constant direction. You understand that documentation and controls are part of completing the work, not administrative extras.

You communicate clearly, follow exceptions through to resolution, and know when to pause and escalate rather than make an unsupported assumption.

This role may not be for you if:

• You prefer transaction entry but not reconciliation, documentation, or follow-up.
• You are comfortable processing transactions without complete support.
• You wait until month-end to investigate open items.
• You do not enjoy working across accounting and operational systems.
• You want authority to approve payments, payroll, or accounting-policy decisions independently.

What You Need

Required

• 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.

Preferred

• 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.

Living Our Values

• Driven by Purpose: You understand how accurate accounting supports employees, customers, vendors, and leadership.
• Outcomes over Effort: Success means accurate records, met deadlines, supported transactions, and clean reviews.
• Growing, Not Knowing: You learn the systems deeply and use feedback to improve.
• Human Centric: You enforce policies consistently while treating people with clarity and respect.

Benefits

• This is a full-time remote contractor role aligned to Pacific Time business hours.
• Compensation will be discussed early in the process and aligned to experience, location, contractor engagement structure, and role scope.
• Final contractor engagement structure, compensation, benefits, paid time off, holidays, and engagement terms will be determined based on candidate location and applicable requirements.
• Contractors will be eligible for 10 days of paid time off (PTO) and 7 US Holidays.