Financial Operations Specialist

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Requirements:

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field
• 1-3 years of experience in accounting, finance, or bookkeeping roles
• Strong attention to detail and communication skills
• Proven ability to solve problems creatively
• Experience using spreadsheets and familiarity with CRM systems
• Ability to thrive in a fast-paced environment

Responsibilities:

• Review and reconcile data between CRM and payment processor
• Assist with preparing and reconciling commission reports
• Collaborate with finance, sales, and customer success teams
• Process invoices, payments, and billing inquiries
• Aid in sales tax registration and maintain tax exemption records
• Support financial reporting through analysis and report generation