Accounting & Finance Automation Specialist

BodyLase MedSpa seeks an Accounting and Finance Automation Specialist to advance the use of Claude and AI-driven tools for automating finance tasks while managing day-to-day bookkeeping across multiple locations. This hybrid role is based in Raleigh, NC, with in person duties and flexible Friday remote work after onboarding. The position offers a salary of USD 60,000 to 70,000 per year.

Responsibilities

• Oversee day-to-day bookkeeping across multiple locations, recording transactions and maintaining precise financial records.
• Process accounts payable in Ramp, handling vendor invoices paid by ACH and checks, including coding and payment execution.
• Perform reconciliations for bank accounts, credit cards, loans, mortgages, and other balance sheet accounts.
• Reconcile financial activity to the point of sale system and other operating platforms.
• Maintain QuickBooks Online, ensuring data accuracy, consistency, and proper configuration.
• Support monthly and ongoing financial reporting, leveraging Claude to generate clean, timely month-end statements.
• Run and review payroll in ADP, ensuring accuracy and on-time processing each pay period.
• Drive automation of accounting workflows using Claude and related tools to minimize manual work across bookkeeping, AP, expenses, card management, reconciliations, and reporting.
• Utilize and help manage integrated systems such as QuickBooks Online, Ramp, ADP, Employee Navigator, and others.
• Assist with openings of new locations and acquisitions from accounting, systems, and back-office perspectives.
• Contribute to special projects when possible, including mergers and acquisitions and other growth initiatives.
• Assist with inventory tracking and reporting.
• Prepare year-end files for the external CPA and ensure books are prepared for tax filings.
• Process and distribute 1099s/1096s and maintain supporting documentation.
• Maintain organized digital records and financial paperwork while upholding confidentiality and data security.
• Perform other duties as required with a collaborative, positive team orientation.

Requirements

• Proficiency with AI tools, especially Claude, and a genuine drive to automate work and reduce manual processes.
• Hands-on bookkeeping and accounts payable experience with the ability to maintain accurate records and reconciliations.
• Strong QuickBooks Online proficiency.
• Advanced Microsoft Excel skills, including formulas, pivot tables, and data organization.
• Tech-savvy with the ability to learn new systems quickly.
• Comfort working in a fast-paced, evolving environment.
• Interest in automation and process improvement with a focus on eliminating manual tasks.
• Excellent attention to detail, accuracy, consistency, and organization.
• Reliable, self-directed, and accountable with a high level of integrity for sensitive financial information.
• This is an in-office role based in Raleigh, NC, with remote flexibility on Fridays once fully up to speed.

Technologies

• Claude
• QuickBooks Online
• Ramp
• ADP
• Employee Navigator
• Microsoft Excel

Benefits

• Salary: USD 60,000–70,000 per year
• PTO: Competitive paid time off policy
• Holidays: Paid holidays
• Health Insurance: Employer-sponsored plan
• Retirement: 401(k) with 4% company match
• Employee Discounts: Free and discounted products and services, valued around $10,000 annually
• Dental insurance
• Vision insurance

Application Questions

• On a scale of 1 to 10, rate your proficiency with QuickBooks Online.
• On a scale of 1 to 10, rate your proficiency in Microsoft Excel, including formulas, pivot tables, and data organization.
• On a scale of 1 to 10, rate your proficiency with AI tools (especially Claude) to automate workflows, streamline processes, and solve business problems.

Experience

• Bookkeeping: 1 year (Required)
• Accounts payable: 1 year (Required)

Work Location

In person