Financial Operations Specialist

Role Overview

The Financial Operations Specialist serves as the technical foundation of client financial operations, ensuring accurate transaction processing, reconciliations, and financial data management. This role combines detailed technical execution with client communication skills to deliver reliable, timely financial services that enable informed business decisions and support client growth.

What You Will Do

Transaction processing, reconciliation, and financial data management, including transaction coding, categorization, and reconciliation, as well as client communication and relationship building.

Why It Might Be a Fit

This role is a good fit for individuals with 2-5 years of bookkeeping/accounting/financial management experience, a Bachelor’s degree in Accounting or Business, and cloud-based accounting software experience. The role offers opportunities for advancement and professional growth, with a focus on technical expertise, client relationship skills, and leadership capabilities.

Requirements

• 2-5 years bookkeeping/accounting/financial management experience
• Bachelor’s degree in Accounting or Business
• Cloud-based accounting software experience with QuickBooks, Xero, Karbon, Keeper, NetSuite, Intacct, Accounting Seed, or similar
• Strong attention to detail and organizational skills
• Excellent written and verbal communication abilities

Benefits

• Healthcare
• PTO
• Retirement
• Learning budget
• Parental leave
• Wellness
• Remote flexibility