Financial & Operations Specialist (US - Based Digital Marketing Company)

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Requirements:

• Minimum 3 years of experience in finance and backend operations.
• Proficiency with QuickBooks or similar financial tools.
• Strong organizational skills and acute attention to detail.
• Experience in an agency environment with a proven track record.
• Exceptional communication skills, focusing on responsiveness and clarity.
• Experience in a high-growth startup environment (nice-to-have).
• Familiarity with contract management tools like DocuSign (nice-to-have).
• Strong problem-solving skills and a proactive mindset (nice-to-have).
• Hyper-organized with a knack for optimizing workflows (nice-to-have).

Responsibilities:

• Prepare, send, and track invoices to clients.
• Organize and maintain financial records using QuickBooks or similar tools.
• Monitor payments and ensure timely reconciliation.
• Oversee the onboarding process by managing contracts for new hires and clients.
• Streamline administrative and financial workflows for backend operations.
• Provide structured updates and maintain comprehensive reporting systems.
• Identify opportunities for optimizing financial and operational processes.
• Proactively address workflow inefficiencies and implement solutions.