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Senior Finance & Accounting Specialist (Investments & Operations)

O Fallon, IL · Remote

$35K - $100K/yr

  • Medical

  • Dental

  • Retirement

  • PTO

This role requires a professional comfortable managing day-to-day accounting in Intuit QuickBooks while supporting financial reporting, transaction analysis, and multi-entity operations for a growing ...

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Accounts Payable/ Accounts Receivable / Administrative Coordinator

Pasadena, TX · On-site

$24 - $28/hr

  • Medical

Hands-on experience with Intuit QuickBooks required. * Working knowledge of debits, credits, reconciliations, and accounting reporting . * Proficiency with Microsoft Excel, Word, and Outlook

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As of Aug 16, 2026, the average yearly pay for intuit quickbooks in the United States is $58,245.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,000.00 and $65,000.00 per year, depending on experience, location, and employer.

What is an Intuit QuickBooks?

An Intuit QuickBooks job typically involves working with QuickBooks accounting software to manage financial records, bookkeeping, or accounting tasks for businesses. Roles may include QuickBooks consultants, bookkeepers, accountants, or customer support specialists. Responsibilities often include managing transactions, generating reports, reconciling accounts, and ensuring financial accuracy. Some positions also involve training clients or troubleshooting software issues.

What are some typical daily tasks for a QuickBooks specialist?

As a QuickBooks Specialist, your typical day involves managing financial transactions, reconciling bank statements, processing payroll, generating invoices, and preparing financial reports within the QuickBooks platform. You may also assist teams or clients with troubleshooting software issues, onboarding new users, or customizing QuickBooks features to suit business needs. Collaboration with accountants, finance managers, or business owners is common to ensure data accuracy and compliance with financial standards. This role offers valuable exposure to diverse business operations, making it an excellent stepping stone for advancing in accounting and finance careers.

What are the key skills and qualifications needed to thrive in the Intuit QuickBooks position?

To thrive in a role centered around Intuit QuickBooks, you need a strong understanding of bookkeeping, accounting principles, and financial reporting. Expertise with QuickBooks software (including certifications such as QuickBooks ProAdvisor) and familiarity with related financial management tools are highly advantageous. Attention to detail, analytical thinking, and strong interpersonal skills help professionals manage accounts and communicate effectively with clients or team members. These competencies are pivotal for maintaining accurate records and supporting sound financial decision-making within an organization.

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Infographic showing various Intuit Quickbooks job openings in the United States as of August 2026, with employment types broken down into 86% Full Time, 10% Part Time, 2% Temporary, and 2% Contract. Highlights an 82% Physical, 6% Hybrid, and 12% Remote job distribution, with an average salary of $58,245 per year, or $28 per hour.

Senior Finance & Accounting Specialist (Investments & Operations)

Digital Management Solutions

O Fallon, IL • Remote

$35K - $100K/yr

Full-time

Medical, Dental, Retirement, PTO

Re-posted 25 days ago

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Job description

We are seeking a seasoned accounting and finance professional to support a U.S.-based real estate investment company, along with affiliated operating businesses, who combines strong controller-level discipline, hands-on accounting capability, and strategic financial insight. This role requires a professional comfortable managing day-to-day accounting in Intuit QuickBooks while supporting financial reporting, transaction analysis, and multi-entity operations for a growing U.S. real estate and investment platform, including telecommunications operations.

The ideal candidate understands how to maintain clean books and accurate reporting in a U.S.-based business environment, while bringing practical knowledge of real estate transactions, lending structures, and financial controls. This role requires someone who thinks strategically, executes tactically, and operates with a high degree of ownership, integrity, and discretion while supporting the financial operations of a U.S. real estate investment firm.

Key Responsibilities

Financial Management & Accounting

  • Manage full-cycle accounting, reconciliations, journal entries, and month-end close
  • Maintain accurate financial reporting across multiple entities and operating companies
  • Prepare monthly, quarterly, and annual financial reports, income statements, and board reporting packages
  • Support cash flow management, financial analysis, and KPI reporting
  • Maintain internal controls and ensure transaction-level accuracy in QuickBooks
  • Track loan schedules, debt balances, and related account reconciliations

Real Estate & Investment Transactions

  • Account for and analyze real estate acquisitions, lending transactions, and investment activity
  • Support accounting related to hard money lending, debt structures, and investment transactions
  • Review contracts, settlement statements, and transaction economics
  • Maintain lending and investment reporting schedules
  • Support underwriting-oriented analysis and deal-level financial review

Telecom Financial Operations

  • Oversee bookkeeping and accounting for telecommunications operations
  • Manage recurring revenue, expenses, and telecom financial reporting
  • Support profitability reporting and operational financial analysis
  • Assist in maintaining financial controls and reporting processes across telecom operations

What Success Looks Like

The right candidate will bring:

  • Strong full-cycle accounting and financial control discipline
  • Deep attention to detail with hands-on execution ability
  • Sound understanding of lending structures, contracts, and transaction economics
  • Ability to support multi-entity accounting and reporting
  • High ownership mentality, integrity, discretion, and follow-through
  • Willingness to operate both strategically and in the details

Required Qualifications (Must-Haves)

  • Advanced hands-on proficiency in Intuit QuickBooks and full-cycle accounting and advanced Excel proficiencies.
  • Experience with financial reporting, reconciliations, and controller-level accounting discipline
  • Working knowledge of real estate transactions, lending structures, loan schedules, and contract-based transactions
  • Demonstrated reliability, integrity, and disciplined operating habits, including proactive communication and accountability
  • Ability and willingness to personally perform hands-on bookkeeping and transaction processing when needed
  • Stable professional remote work environment, including reliable internet and minimum dual-monitor setup (three preferred)

Preferred Qualifications (Nice-to-Haves)

  • 5+ years in senior accounting, controller support, or finance operations roles
  • Experience supporting multi-entity structures and operating businesses such as telecom or recurring revenue businesses
  • Background in hard money lending, financial modeling, or transaction analysis
  • Experience with intercompany consolidations
  • CPA or Big 4 training from firms such as Deloitte, PwC, or KPMG is a plus

Performance Expectations

Success in this role will be measured by:

  • Timely monthly close (within 10 business days)
  • Accurate reconciliations across all bank and loan accounts
  • Timely delivery of income statements and board reporting packages
  • Minimal reporting errors and high reporting accuracy
  • Strong ownership of controls, deadlines, and process discipline

Ideal Candidate

This role is best suited for someone who:

  • Thinks like a finance leader but works like an operator
  • Is equally comfortable in strategic analysis and hands-on accounting execution
  • Understands both operating-company accounting and investment transactions
  • Thrives in entrepreneurial, multi-entity environments

Treats stewardship of financial information with fiduciary-level seriousness

Company Description

We are a growing U.S.-based group of entrepreneurial businesses operating across real estate investments, private lending, and telecommunications. Our companies acquire and manage real estate investments, provide asset-backed lending solutions, and support businesses with telecommunications services. We operate with a hands-on, owner-led approach where team members have direct visibility into business operations and the opportunity to make a meaningful impact.