Create, audit, and send invoices in QuickBooks
Ensure accuracy and timeliness across all billing processes
Perform monthly invoice reconciliation between QuickBooks and HubSpot
Identify and resolve discrepancies to maintain financial alignment
Configure and maintain projects in Kantata, ensuring accurate financial data and project setup
Review completed projects to ensure budget adherence and compliance
Support month-end close processes, including project finalization and archiving
Assess project requirements and support team/resource allocation for optimal execution
Maintain alignment between project delivery and billing structures
Identify opportunities to improve workflows across billing, reporting, and project management
Support the development of data-driven insights and reporting to improve operational decision-making
Partner closely with Finance, Operations, Project Management, and Delivery teams
Ensure clear communication and alignment across departments to support smooth execution

Operations Specialist

Key skills