Finance & Operations Specialist

Role Description

We are seeking a detail-oriented, process-driven Finance & Operations Specialist to own core financial operations, contract administration, and collections across our growing client base. You’ll manage invoicing and Accounts Receivable, support contract workflows, and help improve the systems and processes that keep our business running smoothly.

This role is ideal for someone who enjoys both hands-on execution and making things better over time—documenting processes, finding automation opportunities, and partnering with leaders to increase visibility into financial operations.

How You’ll Make an Impact

• Financial Operations
  • Manage monthly client invoicing and ensure invoices are issued accurately and on schedule.
  • Monitor Accounts Receivable and proactively follow up on outstanding balances.
  • Own the collections process while maintaining positive, professional client relationships.
  • Apply customer payments and reconcile outstanding balances.
  • Assist with bookkeeping and monthly close activities.
  • Reconcile bank accounts and credit card transactions.
  • Maintain vendor records and assist with Accounts Payable.
  • Prepare financial reports and AR aging reports for leadership.
  • Support budgeting and forecasting processes.
  • Maintain accurate financial documentation and records.
• Payroll & Commissions Support
  • Partner with HR to ensure payroll data is accurate and submitted on time, so team members are paid correctly and on schedule.
  • Manage commission calculations and tracking, ensuring structures, rates, and payouts align with approved plans and documented performance.
  • Help reconcile payroll and commission entries with accounting records and flag discrepancies for resolution.
  • Maintain organized documentation related to payroll inputs, commission plans, and payouts.
• Contract Administration
  • Generate client contracts, Statements of Work (SOWs), amendments, and renewals using standardized templates.
  • Ensure contracts align with approved pricing and standardized service offerings.
  • Coordinate contract signatures and maintain organized contract files.
  • Track renewal dates and contract milestones to prevent gaps or surprises.
  • Assist Sales and Operations with contract-related questions.
  • Help maintain contract compliance and documentation standards.
• Operational Support
  • Partner with Sales to ensure accurate client onboarding documentation.
  • Coordinate with Operations to ensure billing aligns with executed contracts and service delivery.
  • Maintain internal financial and operational systems and records.
  • Assist in improving workflows through automation and AI where appropriate.
  • Identify opportunities to eliminate manual processes and improve efficiency.
  • Help maintain operational dashboards and reporting.
• Collections & Client Financial Management
  • Monitor aging receivables and maintain an up-to-date AR aging view.
  • Conduct professional outreach regarding overdue invoices.
  • Escalate collection issues when necessary, partnering with leadership on next steps.
  • Coordinate payment plans when appropriate.
  • Partner with Client Success to resolve billing issues before they become collection issues.
• Process Improvement & Systems
  • Document finance and operational processes in clear, repeatable formats.
  • Identify automation opportunities across invoicing, collections, reporting, and contract workflows.
  • Improve reporting accuracy and visibility for leadership.
  • Support ERP/CRM improvements and data hygiene.
  • Help standardize workflows across the organization.
  • Leverage AI tools to improve efficiency and reduce manual work.

Qualifications

• 3–6+ years in bookkeeping, accounting, finance operations, business operations, or a similar role.
• Strong understanding of Accounts Receivable and invoicing.
• Experience with bookkeeping fundamentals (journal entries, reconciliations, basic reporting).
• Excellent organizational skills and ability to keep multiple processes running smoothly.
• High attention to detail and a habit of double-checking your work.
• Ability to manage multiple priorities simultaneously in a fast-paced environment.
• Strong written and verbal communication skills, including professional client communication.
• Advanced Excel / Google Sheets proficiency (lookups, pivot tables, formulas).
• Comfortable working independently in a remote-first environment with distributed teams.

Requirements

• Experience at a professional services company or agency.
• Experience with QuickBooks Online or similar accounting software.
• Experience with CRM platforms such as HubSpot, Salesforce, or Pipedrive.
• Contract administration experience (SaaS, agency, or services environments).
• Familiarity with ecommerce or digital marketing businesses.
• Experience supporting payroll and/or commission processes.
• Experience using AI tools to improve productivity and streamline workflows.

Benefits

• Competitive base salary plus discretionary bonus, so your results and ambition are truly rewarded.
• Fully remote culture, with collaborative hubs in New York, Boston, Chicago, Denver, Salt Lake City, and Seattle; join us from anywhere, but connect where opportunity grows.
• Comprehensive health, vision, and dental insurance with a minimum company contribution, 401(k) match to plan for your future, and flexible PTO and wellness days to support both your personal and professional well-being.
• Career growth support, ongoing learning opportunities, 1:1 leadership coaching program, and structured mentorship opportunities.
• Engaging virtual team events and activities throughout the year.
• Partnership with Talkspace for free mental health support.