This is a remote position. Responsibilities: - Clean up and reconcile historical financial data for the past couple of years - Lead the migration from QuickBooks to Zoho Finance Suite, ensuring data integrity throughout the transition - Process and manage 100-150 monthly invoices for rent and operational expenses - Handle payroll integration and format time and attendance data for upload into Zoho - Perform bulk transaction management and reclassification of historical entries - Reconcile revenue recognition with the organization’s billing system - Create and maintain accurate chart of accounts and financial mapping - Generate financial reports and export data to Excel for analysis - Support the transition from reactive to proactive financial management practices Requirements: - Experience with QuickBooks OR Zoho Finance Suite (both preferred but not required) - If only QuickBooks experience, must have exposure to multiple accounting systems (Xero, Sage, etc.) - Proven experience with financial cleanup and transaction reclassification - Strong skills in bulk transaction management and data migration - Advanced Excel/spreadsheet skills for importing, exporting, and reporting - Experience with payroll systems and time/attendance integration - Healthcare or multi-location business experience preferred - Strong attention to detail and ability to work independently Scope: - Full-time position initially (40 hours per week) - Monday to Friday from 8 AM to 5 PM with 1 hour unpaid lunch break - Multi-month engagement expected for initial cleanup and system implementation - Remote work arrangement with US-based urgent care organization - Direct collaboration with IT team and billing personnel for system integration - Opportunity for long-term engagement focused on ongoing financial optimization and strategic analysis Required Skill Profession Financial Clerks