Bookkeeper (ConnectWise Experience Required - Remote)

Overview:
Were looking for a detail-oriented Bookkeeper with hands-on experience using ConnectWise PSA to join our finance team. This role focuses on managing day-to-day financial transactions, generating reports to support strategic decisions, and ensuring accurate and compliant client billing. The ideal candidate is experienced in invoicing, accounts receivable/payable, payroll assistance, and budget monitoringparticularly within a managed services or tech environment using ConnectWise.

Reporting Line:
This role reports directly to the Finance Controller and works closely with the Finance Department, which aligns under the President per the companys Accountability Chart.

Key Responsibilities:

70% - Core Bookkeeping Functions

• Manage daily financial activities including invoicing, accounts payable (A/P), and accounts receivable (A/R)

• Support payroll and basic HR tasks

• Create accurate financial and management reports

15% - Client Agreement Compliance (ConnectWise Focused)

• Perform monthly user count and billing compliance checks

• Review and maintain new and renewal agreements in ConnectWise Manage

• Coordinate with clients to resolve discrepancies

10% - Budgeting & Forecasting

• Assist in developing budgets and forecasts

• Monitor cash flow and support strategic financial planning

5% - Finance Process Improvement

• Participate in planning quarterly objectives

• Help streamline and document finance workflows

Recurring Activities:

• Join weekly finance team meetings (L10 format)

• Regularly review A/R and invoicing metrics

• Contribute to quarterly planning and leadership check-ins

Systems Used:

• ConnectWise Manage: Invoicing, client agreements, user tracking, data integrity

• QuickBooks

• BrightGauge for financial dashboards and metrics

What Were Looking For:

• Required: At least 4 years of experience in finance or bookkeeping roles, preferably in an MSP or IT services environment

• Must-have: Proven experience using ConnectWise PSA

• Proficient in MS Office tools, especially Excel

• Understanding of core accounting principles

• Strong attention to detail and the ability to interpret and present financial data
• Effective communicator who can liaise with teams, clients, and management

• Experience reviewing financial reports and ensuring billing compliance

• Self-starter with excellent organizational and problem-solving skills

Nice-to-Have Traits:

• Experience working in small to mid-sized businesses

• Familiarity with financial reporting tools and dashboards

Perks & Benefits:

• Fully remote work setup

• Company-provided laptop

• HMO coverage starting Day 1 (plus a free dependent after 6 months)

• Paid time off including Vacation, Sick, Birthday, Maternity/Paternity, Solo Parent, and more

• Unused leave conversion

• 13th month pay & government-mandated benefits

• Monthly incentives and raffle prizes

• Referral bonuses up to PHP 30,000

Work Setup:

Remote
Night Shift