Financial Operations Specialist
Há 21 horas
The successful candidate will play a pivotal role in the organization's financial management, overseeing accounts payable, receivable, and vendor coordination, as well as financial reporting and reconciliation. This position requires strong organizational and communication skills, with the ability to work collaboratively with external controllers, tax advisors, and vendors.
Key Responsibilities:- Accounts Payable, Receivable & Vendor Coordination: Manage weekly payment approvals and invoice processing via QuickBooks, coordinate with external controller for payment runs and coding, track accounts receivable and vendor contract obligations, maintain and monitor the finance inbox and related communications.
- Financial Reporting & Reconciliation: Pull and organize weekly AP, AR, and balance sheet reports across entities, reconcile accounts, credit cards, and recurring transactions for reporting accuracy, assist in flagging uncategorized or missing entries (e.g., rent, SaaS charges).
- Documentation & Internal Controls: Maintain and organize key financial records in Google Drive (e.g., contracts, insurance, SPV documentation), work with operations and compliance to support tax deadlines, quarterly filings, and audit preparation, coordinate with vendors to ensure access to clean, categorized data.
- SaaS & Subscription Oversight: Track active subscriptions and flag duplications or overspending, support quarterly reviews of the SaaS stack with operations, collaborate on savings opportunities and contract renegotiation where needed.
- Execution Support for External Vendors: Serve as the point-of-contact for all finance-related documentation and follow-up, organize information requests and deadlines from tax firms, CPAs, and legal partners, ensure internal systems (QuickBooks, Drive, ClickUp) reflect vendor inputs correctly.
The ideal candidate will have 5+ years of experience in bookkeeping, finance operations, or multi-entity accounting, with advanced proficiency in QuickBooks Online, QuickBooks Pro, and Excel. Familiarity with Xero, Google Sheets, and automation tools is a plus. The role requires a highly organized and proactive individual with excellent communication and workflow skills, able to turn financial documents into actionable to-dos and flags.
Requirements:- 5+ years of experience in bookkeeping, finance operations, or multi-entity accounting
- Advanced proficiency in QuickBooks Online, QuickBooks Pro, and Excel
- Familiarity with Xero, Google Sheets, and automation tools
- Excellent communication and workflow skills
The organization offers a competitive salary, flexible working hours, and opportunities for professional growth and development. If you are a motivated and detail-oriented individual with a passion for finance, please submit your application.
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