Finance Operations Associate
Job Summary
Overseeing all financial activities related to client journeys, the full-time remote Finance Operations Associate will manage invoicing, bill payments, escrow management, and financial audits while supporting Accounts Payable and contributing to financial reporting tasks.
Key responsibilities
- Structure work to support client-facing processes by building and maintaining measurable tasks, checklists, and KPIs
- Liaise with clients and vendors to manage and complete financial tasks related to business operations
- Issue client invoices, handle bills, process payments, and regularly audit client escrow accounts
Required qualifications
- BA/BS degree in Accounting, Finance, or Business, or a minimum of 3 years of relevant work experience
- Strong Excel skills; familiarity with QuickBooks Online, Salesforce, and Bill.com is a plus
- Highly organized and detail-oriented with the ability to multitask
- Excellent business acumen and collaborative skills in problem-solving
Complete Job Description
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