Project Details & Logistics McLeod TMS Experience REQUIRED (Carrier Invoice Processing / CIP) Job Type: Hourly Contract Hours: 25 hours per week Schedule: Monday through Friday, 12:00 PM – 5:00 PM EST (Daily attendance during this window is required for real-time queue management). Duration: Ongoing / Long-term relationship for the right candidate. Required Qualifications & Experience McLeod TMS Expertise (Non-Negotiable): Minimum of 1–2 years of direct experience working within McLeod Software. Specific Module Proficiency: Proven mastery of the McLeod CIP (Carrier Invoice Processing) workflow. You must know how to navigate the screen queues, match documents, and clear exceptions efficiently. Freight Brokerage Accounting: A solid understanding of third-party logistics (3PL) accounting principles, freight terms, and standard accessory charges. Availability: Must be strictly available to work the 12:00 PM – 5:00 PM EST shift daily. Attention to Detail: High accuracy in data entry and a sharp eye for spotting discrepancies between rate confirmations and carrier bills. Communication Skills: Strong professional communication for resolving billing disputes with carriers and internal team members. Tech Setup: Reliable high-speed internet connection, a secure workstation, and the ability to log into our secure McLeod environment.

# Job Title: Back Office Support Executive ## Job Summary We are seeking a detail-oriented and organized Back Office Support Executive to support healthcare operations through data management, quality control, reporting, and administrative processes. The ideal candidate should possess strong analytical skills, excellent attention to detail, and proficiency in Microsoft Excel. ## Key Responsibilities ### Quality Control & Data Validation * Review and audit medical charts, records, and supporting documentation for completeness and accuracy. * Verify and link charts to the correct Chase IDs and project records. * Identify discrepancies, missing information, and data inconsistencies, and escalate issues as needed. * Maintain quality standards and ensure compliance with internal processes. ### Reporting & Data Management * Generate daily, weekly, and monthly operational reports. * Track project progress, productivity, and quality metrics. * Compile and analyze data from multiple sources to support business operations. * Maintain accurate records and databases. ### Invoicing & Administrative Support * Process invoices and verify supporting documentation. * Reconcile billing information and maintain invoicing trackers. * Coordinate with internal teams to resolve billing or documentation discrepancies. * Support administrative tasks related to project operations. ### Excel & Process Support * Utilize advanced Excel functions such as Pivot Tables, VLOOKUP/XLOOKUP, formulas, filters, and data validation. * Prepare dashboards, trackers, and performance reports. * Assist with process improvement initiatives and workflow optimization. * Manage large datasets while ensuring data accuracy and integrity. ## Qualifications * Bachelor's degree preferred, or equivalent work experience. * 1–3 years of experience in back-office operations, data processing, reporting, or administrative support. * Strong proficiency in Microsoft Excel. * Excellent attention to detail and organizational skills. * Ability to manage multiple tasks and meet deadlines. * Strong written and verbal communication skills. * Experience in healthcare operations, medical records, or chart review is preferred. ## Required Skills * Microsoft Excel (Intermediate to Advanced) * Data Analysis and Reporting * Quality Assurance / Quality Control * Invoice Processing * Record Management * Problem Solving * Time Management * Accuracy and Attention to Detail ## Performance Expectations * Maintain high levels of data accuracy and quality. * Meet reporting and invoicing deadlines. * Ensure charts are correctly linked and validated. * Support operational efficiency through timely and accurate execution of assigned tasks.

Project Overview We are an energy distribution and marketing company running Microsoft Dynamics 365 Business Central. We are evaluating whether we can build an internal cash application automation workflow instead of purchasing a third-party SaaS solution. The objective is to automate the matching of incoming customer payments to open invoices using: Bank transaction feeds (BAI2 files from Frost Bank) Remittance emails from Outlook Open AR invoices in Business Central AI-assisted matching where appropriate This is not a chatbot project. This is an accounting workflow automation project. Current Process Treasury downloads bank activity. Treasury reviews remittance emails. Accounting manually identifies customer payments. Accounting matches payments to open invoices. Accounting creates and posts entries in Business Central. We would like to reduce manual effort while maintaining accounting review and approval controls. Desired Future State Data Sources Frost Bank BAI2 files Outlook shared mailbox containing remittance emails Business Central: Open AR invoices Customer master Vendor master Payment journals Workflow Read incoming remittance emails. Extract: Customer name Payment amount Invoice numbers Payment references Read bank transactions. Match payments to customers and invoices. Generate confidence scores. Present suggested matches for review. Push approved entries into Business Central Payment Reconciliation Journal or Cash Receipts Journal. Maintain audit trail of AI recommendations and user approvals. Deliverables Requested Phase 1 – Discovery Provide: Recommended architecture Estimated implementation effort Recommended technology stack Estimate of expected match rates Build vs buy recommendation Phase 2 – Proof of Concept Build a prototype that: Reads remittance emails Parses BAI2 transactions Pulls open invoices from BC Suggests invoice matches Provides confidence scoring Phase 3 – Production Build Optional based on successful POC. Preferred Technology Strong preference for: Microsoft Business Central Power Automate Azure OpenAI Azure Functions BC APIs SQL Server/Azure SQL Open to alternatives if justified. Required Experience Please provide examples of: Microsoft Business Central projects Payment reconciliation projects Cash application automation Bank integration projects AI-assisted document processing Accounting or ERP workflow automation Screening Questions How many Business Central implementations have you personally worked on? Have you integrated BAI2 bank files before? Have you built payment reconciliation workflows? What match rates would you expect before and after AI assistance? Would you use Power Automate, Azure Functions, or another architecture? What are the biggest risks in this project?

About TBC The Breadwinners Club is a Gen Z-native UGC and performance creative studio. We produce short-form video at scale for a roster of fast-growing tech and consumer brands — including Figma, Replit, and Genies. We’re not a talent agency managing influencers. We build structured creative partnerships with a network of UGC creators and deliver performance-driven content our clients actually use to grow. The problem we’re solving We run 25–40 active creator engagements at any given time, and payment operations are one of the highest-leverage systems in the business. Creators are paid on net-30 schedules from project start — but scopes shift constantly. Some over-deliver, some under-deliver, and some earn performance-based bonuses. That creates complexity across invoices, deliverables, and timing. Right now, this system lives across multiple tools and multiple people. That creates risk: missed details, delayed payments, and margin leakage. We’re looking for one person to fully own this system and make it clean, accurate, and reliable. What you’ll own -End-to-end creator payment operations across ~25–50 active contracts -Monthly net-30 payment processing with zero missed or incorrect payouts -Invoice reconciliation against scope, including over-delivery, under-delivery, and bonus eligibility -Verification of deliverables prior to payment (ensuring content meets brief requirements and is properly posted) -Maintaining a live, accurate payment tracker the team can trust at a glance -Direct communication with creators to resolve invoice questions, delays, and discrepancies -Identifying margin leaks and improving payment workflows over time Must-haves -Hands-on experience in accounts payable, bookkeeping, or a similar financial operations role -Experience managing high-volume, deadline-driven payment workflows -Strong ownership mentality — you don’t let details slip, and you catch what others miss -Comfort owning a spreadsheet or financial tracking system end-to-end -Clear, direct communicator — you’re comfortable working with external creators, not just internal teams Strong plus if you have -Experience at an influencer marketing agency, talent management company, or in the creator economy -Familiarity with 1099 workflows and contractor payment structures -Basic FP&A instincts — you can spot when numbers don’t add up and explain why -Experience with tools like QuickBooks, Notion, Airtable, or similar Current stack -Notion, spreadsheets, Gusto, Sideshift, QuickBooks (flexible if you have a better system) The engagement This is a part-time, fractional role to start (approximately 10–15 hours per month). As TBC grows, this role can expand into a larger finance/ops function. We’re open to ongoing freelance or a longer-term arrangement with the right person. To apply, share: 1. Your experience with accounts payable, creator payments, or talent payments 2. A payment or financial ops process you built, fixed, or significantly improved — what it looked like before, what you changed, and the outcome 3. Your hourly rate

About TBC The Breadwinners Club is a Gen Z-native UGC and performance creative studio. We produce short-form video at scale for a roster of fast-growing tech and consumer brands — including Figma, Replit, and Genies. We're not a talent agency managing influencers. We build structured creative partnerships with a network of UGC creators and deliver performance-driven content our clients actually use to grow. The problem we're solving We run 25–40 active creator engagements at any given time, and payment operations are one of the highest-leverage systems in the business. Creators are paid on net-30 schedules from project start — but scopes shift constantly. Some over-deliver, some under-deliver, and some earn performance-based bonuses. That creates complexity across invoices, deliverables, and timing. Right now, this system lives across multiple tools and multiple people. That creates risk: missed details, delayed payments, and margin leakage. We're looking for one person to fully own this system and make it clean, accurate, and reliable. What you'll own -End-to-end creator payment operations across ~25–50 active contracts -Monthly net-30 payment processing with zero missed or incorrect payouts -Invoice reconciliation against scope, including over-delivery, under-delivery, and bonus eligibility -Verification of deliverables prior to payment — creators post 30+ times per month, often on a brand-new account per project, so confirming those posts actually happened and met brief before any payment goes out is core to this role -Maintaining a live, accurate payment tracker the team can trust at a glance -Direct communication with creators to resolve invoice questions, delays, and discrepancies -Identifying margin leaks and improving payment workflows over time Must-haves -Experience at an influencer marketing agency, talent management company, or in the creator economy -Hands-on experience in accounts payable, bookkeeping, or a similar financial operations role -Experience managing high-volume, deadline-driven payment workflows -Strong ownership mentality — you don't let details slip, and you catch what others miss -Proactive and fast — you ask the right questions and execute quickly without hand-holding -Comfort owning a spreadsheet or financial tracking system end-to-end -Clear, direct communicator — you're comfortable working with external creators, not just internal teams Strong plus if you have -Familiarity with 1099 workflows and contractor payment structures -Basic FP&A instincts — you can spot when numbers don't add up and explain why -Experience with tools like QuickBooks, Notion, Airtable, or similar Current stack -Notion, spreadsheets, Gusto, Sideshift, QuickBooks (flexible if you have a better system) The engagement This is a part-time, fractional role to start (approximately 10–15 hours per month). As TBC grows, this role can expand into a larger finance/ops function. We're open to ongoing freelance or a longer-term arrangement with the right person. To apply, share: 1. Your experience with accounts payable, creator payments, or talent payments 2. A payment or financial ops process you built, fixed, or significantly improved — what it looked like before, what you changed, and the outcome 3. Your hourly rate

Remote Operations Coordinator – (NYC-Based Company) Full-Time | 40 hrs/week | $8–$11/hr | South America preferred We are a NYC-based XRF lead paint inspection and clearance testing company. We work with property managers, building owners, and contractors across New York City to keep buildings compliant and families safe. Our team is lean, fast-moving, and process-driven. THE ROLE We are looking for a sharp, organized, and reliable Remote Operations Coordinator to manage the full job cycle — from intake to final report delivery. You will be the backbone of daily operations, keeping every job on track without needing hand-holding. No experience in lead paint or environmental testing is required. We will train you on everything industry-specific. What we cannot train is the ability to stay organized, follow a process, and own your work. WHAT YOU'LL DO - Receive and enter new job orders accurately into our system - Schedule inspectors and coordinate field assignments - Track jobs through lab processing and follow up as needed - Review completed reports for accuracy before delivery - Coordinate with billing to ensure invoices are correct and attached to job packages - Deliver completed job packages to clients before due dates - Communicate with clients, inspectors, and internal team via email, phone, and WhatsApp - Maintain organized records across all active and completed jobs - Flag issues and escalate when necessary — but solve what you can first WHAT WE'RE LOOKING FOR - Proven experience as a remote office or operations manager/coordinator — this is a must - Strong written and spoken English — you will communicate directly with NYC clients - Spanish fluency is a strong plus (bilingual preferred) - Experience with scheduling, job tracking, or service-based operations - Comfortable with email, WhatsApp, Google Workspace, and similar tools - Detail-oriented — errors affect compliance; accuracy matters here - Self-starter who takes ownership and doesn't wait to be told what to do - Able to work New York business hours (EST) COMPENSATION - $8–$11/hr depending on experience and fit - 40 hours/week, long-term engagement - Stable, consistent work with a growing NYC company TO APPLY: Please include a brief summary of your remote operations experience, the tools you've used, and your available hours in EST. Applications without this will not be reviewed.

Role Description/Job Overview We are looking for a highly skilled and detail-oriented individual to support companies of Blue Venture Holdings with part-time accounting, tax/regulatory and financial support. The ideal candidate must have strong experience utilizing QuickBooks Online accounting software to maintain accurate financial records, manage accounts payable and receivable, reconcile bank statements, prepare financial reports, and assist with payroll and tax compliance. They will also need to proactively communicate with owners and support teams of Blue Venture Holding Companies. Key/Primary Responsibilities QuickBooks Management (Daily/Weekday) - Maintain day-to-day bookkeeping in QuickBooks Online (QBO) for all entities - Assist with QuickBooks integrations (bank feeds, payroll, Helcim, Stripe, etc.) - Maintain consistency in the chart of accounts and reporting across entities - Ensure accurate coding of project-level expenses - Balance and reconcile financial statements Tax Accounting & Support - Track and prepare documentation for sales tax, payroll tax, and income tax filings - Coordinate with CPA/tax preparer on quarterly and annual returns - Track estimated tax payments to ensure timely compliance - Maintain vendor W-9s and assist with 1099 preparation - Stay current on federal and state tax regulations that impact each entity Accounts Payable & Accounts Receivable (Daily/Weekday) - Record and schedule vendor bills and payments - Issue and track customer invoices across entities - Follow up on overdue customer balances - Maintain vendor files for compliance Financial Reporting, Budgeting and Audit Support (Weekly/Monthly/Quarterly/Annually) - Generate reports (P&L, balance sheet, cash flow, and entity-specific reports) - Support development of forecasting and budget tracking tools - Identify financial trends, anomalies, or risks and report findings - Support periodic audits of AP, AR, and expense records - Prepare documentation for internal and external reviews - Assist in tightening internal controls and ensuring reporting consistency Payroll & Compliance - Hands-on payroll processing and reconciliation - Verify employee reimbursements and payroll journal entries - Monitor payroll tax filings and compliance requirements Blue Ventures General Support - Maintain accurate and up-to-date records and reports across multiple entities - Ensure reconciliation of all banking and credit accounts - Optimize and maintain a chart of accounts, reporting structures, and vendor/customer setup - Assist with implementing and maintaining accounting policies and procedures - Manage document retention and compliance for financial records Required Qualifications - QuickBooks Online (QBO) for multiple entities - Tax preparation (sales tax, payroll tax, income tax, 1099s) - Experience with spreadsheet applications for reporting and analysis (Microsoft Excel/Google Sheets) for reporting and analysis - Understanding of payment processors (Stripe, Square, PayPal, etc) - Google Workspace (Docs, Drive, Calendar, Meet, Gmail) Successful Profile - Strong attention to detail and accuracy in financial data - Proactive communicator with ability to explain financial insights clearly - Ability to manage priorities across multiple entities - Comfortable collaborating with leadership, CFO, and operations staff - Self-starter with ability to work independently in a part-time/remote environment - Proven execution capabilities in finance tasks and working with outside accounting and legal firms Keys for Success - Start your day on time: Log in promptly and be prepared to begin your shift with a professional, positive mindset. - Stay focused and minimize distractions: Create a dedicated workspace, limit personal phone or social media use, and manage your environment to stay fully engaged in your tasks. - Communicate attentively: Practice active listening during virtual meetings, emails, and calls; respond clearly and professionally. - Maintain professionalism: Speak positively about previous roles or colleagues, and maintain a constructive, respectful tone in all communications. - Demonstrate courtesy and reliability: Be proactive in responding to team members and leadership, meet deadlines consistently, and uphold a high standard of integrity in all work interactions. Work & Payment Details - Hourly Pay Only (Upwork time tracker required) - Full-Time Role (Eastern Time Zone hours, Monday-Friday) - No agencies – individual freelancers only - Remote position, must have excellent English communication skills How to Apply To be considered, please include the following in your application: - Your experience with QuickBooks Online and Google Sheets - Confirmation that you will track time using Upwork and can work Eastern Time Zone hours We are looking for someone long-term, reliable, and detail-oriented to help lead our accounting and financial operations. If you have the skills and experience listed above, we’d love to hear from you!

I need someone to help me with creating an ongoing invoicing system for an advertising campaign with a complicated payment schedule. I need to map out the payment schedule and ensure it aligns with the campaign's requirements. The task involves creating/managing multiple invoices and ensuring timely payments. Attention to detail and organizational skills are essential.

We are looking for a detail-oriented, reliable Billing & Student Payments Manager to own our accounts-receivable process end to end. You'll be the person who makes sure every student payment is tracked, reconciled, and accounted for — and that no one slips through the cracks. This is an ongoing role for someone who is organized, proactive, and comfortable having professional, friendly conversations with students about money. If you take pride in clean records, hate loose ends, and like the satisfaction of a fully reconciled account, this role is for you. What You'll Do - Oversee incoming student transactions — monitor all payments coming in and confirm they post correctly. - Track amount paid per student — maintain an accurate, up-to-date ledger of what each student owes, has paid, and still has outstanding. - Reconcile and correlate payments — match incoming payments to the correct student accounts and invoices, and flag any discrepancies. - Follow up on missed and late payments — proactively reach out to students with outstanding balances in a clear, professional, and friendly manner, and track the status of each follow-up. - Manage payment methods — help students update expired or failed payment methods and resolve declined-payment issues quickly. - Maintain accurate records — keep our billing records, spreadsheets, and/or payment platform organized and current. - Report regularly — provide simple weekly or monthly summaries of payments received, outstanding balances, and accounts needing attention. - Handle billing questions — respond to student billing inquiries promptly and courteously. What We're Looking For - Clear, friendly spoken and written communication in English. - Prior experience in billing, bookkeeping, accounts receivable, collections, or a similar role. - Strong organizational skills and a sharp eye for detail — accuracy matters here. - Comfort and professionalism in following up with people about money owed. - Confident with spreadsheets (Google Sheets / Excel) and quick to learn new tools. - Self-directed and dependable — you can own this process with minimal hand-holding. - Discretion and trustworthiness in handling sensitive financial and personal information. Nice to Have - Experience with payment platforms (e.g., Stripe, PayPal, QuickBooks, or similar). - Background working with schools, academies, course creators, or subscription/membership businesses. - Familiarity with CRMs or student-management systems. Engagement Details Type: Part-time, ongoing (with potential to grow as the academy expands) Hours: Flexible, with consistent weekly availability for follow-ups and reconciliation Start: As soon as we find the right fit