Business Applications & Systems Coordinator

The Role

FinStrat Management ("FSM") is looking for a proactive, highly organized recent graduate to manage core business applications and IT functions for a growing fractional CFO firm. You'll follow evolving best practices and contribute to workflow documentation as processes mature. This is a great opportunity to grow your career at the intersection of IT operations and business systems in a fast-paced professional services environment.

Responsibilities

Client Onboarding - Finance Platform Setup

• Configure and manage client finance platforms during onboarding (e.g., QuickBooks Online, Bill.com, Ramp) and set up shared inboxes such as client-provided finance@ credentials in Front
• Provision and manage team access to client systems, ensuring the right CFOs, controllers, and analysts have appropriate permissions
• Create and maintain SOPs for client onboarding workflows, platform setup, and access provisioning as processes evolve

Internal Systems Support (Tier 1 / Tier 2)

• Serve as Tier 1/Tier 2 support for internal users via Slack, email, and ticketing system
• Troubleshoot hardware/software issues, connectivity problems, and access errors
• Escalate complex issues to Operations / IT leadership as the default path

System Maintenance, Documentation & SOPs

• Own and maintain the internal knowledge base, IT documentation, and operational SOPs, building and refining as workflows evolve
• Implement and monitor security protocols (MFA, SSO, access reviews)

Job Requirements

What You Bring

• Bachelor's degree in Information Technology, Business Information Systems, or a related field (recently completed or expected)
• Proficiency with Gmail, Drive, Groups, admin console and Microsoft Office
• Familiarity with permissions management and tools like Google Admin, Front, and Slack
• Strong organizational and communication skills
• A proactive, self-managing work ethic

Bonus Points

• Internship or project experience in IT support or systems administration
• Experience working with remote teams
• Familiarity with security compliance standards (SOC 2, ISO 27001)
• Hands-on experience with Google Workspace administration