[Hiring] Bookkeeping and Financial Operations Specialist @Form Communities

Role Description

We are looking for a detail-oriented and systems-minded Bookkeeping and Financial Operations Specialist to become an integral part of our growing team. In this role, you will be responsible for maintaining accurate financial records, managing bookkeeping processes, performing reconciliations, and ensuring financial data is correctly categorized and allocated.

Beyond traditional bookkeeping, we are looking for someone who enjoys improving how work gets done. You will help create systems and processes, perform quality control and financial audits, and use AI tools such as Claude to automate repetitive work, improve accuracy, and develop internal tools that make our finance operations more efficient.

What you'll be Doing:

• Traditional bookkeeping activities
• Maintain day-to-day bookkeeping activities using QuickBooks Online.
• Recording, categorizing, and allocating financial transactions accurately.
• Performing bank, credit card, and account reconciliations on a regular basis.
• Reviewing financial records for discrepancies, missing information, incorrect allocations, or duplicate transactions.
• Conducting quality control checks and internal audits to ensure financial information is accurate and complete.
• Identifying unusual transactions, inconsistencies, or potential errors and proactively investigating them.
• Maintaining organized financial documentation and supporting records.
• Preparing financial reports, summaries, and supporting information when required.
• Process Design / Systems Management
• Developing and documenting clear finance and bookkeeping systems, workflows, and standard operating procedures (SOPs).
• Improving existing processes to make financial operations more efficient, consistent, and scalable.
• Using AI tools such as Claude to assist with financial analysis, data validation, reconciliation, research, and workflow automation.
• Creating AI-powered tools, scripts, workflows, or custom solutions to automate repetitive finance and administrative tasks.
• Developing reusable Claude Skills, prompts, scripts, and processes that improve productivity across finance operations.
• Staying up-to-date with improvements in bookkeeping technology, AI tools, automation, and financial operations.

Qualifications

• Exceptional attention to detail and a strong commitment to accuracy.
• Strong organizational and problem-solving skills.
• Ability to independently identify discrepancies and investigate their causes.
• A systems-oriented mindset with an interest in improving processes rather than simply completing tasks.
• Willingness to provide and receive feedback and continuously improve workflows.
• A willingness to experiment with AI, new technologies, and automation.
• Ability to work independently and manage recurring responsibilities reliably.
• Flexibility to work during both morning and evening hours when required.
• Working independently while communicating clearly when clarification or additional information is required.

Requirements

• Ability to quickly learn new accounting, finance, and technology platforms.
• Knowledge and practical experience with QuickBooks Online for bookkeeping and financial record management.
• Strong understanding of bookkeeping principles, transaction categorization, reconciliation, and account allocation.
• Experience performing financial quality control, reconciliations, and accuracy checks.
• Proficiency in Google Workspace tools, particularly Google Sheets, Docs, and Drive.
• Strong spreadsheet skills and the ability to organize, review, and analyze financial data.
• Experience using AI tools such as Claude or similar platforms to improve productivity and automate workflows.
• Willingness to learn to build AI-assisted tools, scripts, skills, prompts, and workflows.

Benefits

• 100% Remote: a 100% remote-first culture with the team working remotely from all over the world. Every day you get to choose which environment makes you the most productive.
• Paid Time off: 21 days of leaves per year:
• 14 - Vacation / Casual paid time off - We encourage you to unplug and recharge!
• 7 - Paid sick days for your physical and mental well-being.
• 12 study leaves to support your continuous growth and development! Take time off to expand your knowledge and pursue your educational goals.
• As well as 20+ observed holidays in Sri Lanka.
• Compensation: $428 (LKR 140,000)