Product Operations Associate (Finance & Technology/AI)

On Site Full TimeNew York, New York, United StatesCodex

Role Overview

The company is at the forefront of applying artificial intelligence to complex business operations, helping organizations automate manual processes, improve efficiency, and modernize their financial workflows. This is an opportunity to transition from traditional accounting or audit into the rapidly growing AI industry, combining financial expertise with exposure to product development, software implementation, and automation.

What You Will Do

As a Product Operations Associate, you’ll play an important role in ensuring customers successfully adopt and implement new AI-powered financial solutions. You’ll use your accounting knowledge to review financial information, identify inconsistencies, test system functionality, and help resolve challenges throughout the implementation process.

Why It Might Be a Fit

The position offers a combination of financial analysis, customer engagement, operational problem-solving, and exposure to emerging AI technologies. You’ll also have the opportunity to contribute to process improvements and help shape how the company’s solutions are developed and delivered.

Requirements

  • 1–2 years of professional experience in external audit, assurance, or a similar accounting-focused role, ideally within a Big Four or established accounting firm.
  • Strong understanding of accounting principles, financial statements, reconciliations, and financial data analysis.
  • Strong proficiency in Microsoft Excel or Google Sheets, including experience working with complex datasets.
  • Excellent analytical skills and attention to detail.
  • Strong written and verbal communication skills, with the confidence to engage directly with customers and internal stakeholders.
  • Ability to manage multiple priorities and work independently in a fast-paced environment.
  • A proactive, solutions-oriented mindset and willingness to take ownership of challenges.
  • Interest in artificial intelligence, emerging technologies, and automation within finance.
  • Bachelor’s degree in Accounting, Finance, or a related discipline.
  • CPA qualification or progress toward certification is advantageous but not essential.

Benefits

  • Base salary and equity participation
  • Comprehensive medical, dental, and vision coverage
  • Retirement savings benefits
  • Paid parental leave
  • Generous paid time off
  • Commuter assistance
  • Wellness and lifestyle benefits
  • Office-based amenities and meals
  • Relocation support where applicable

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To apply for this job please visit linkedin.com.

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