Consultant, Financial Operations
New
Located in eligible states for remote employment (CA, GA, NY, NC, TN, TX, WA)Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 2–5+ years
- Required Skills
- Microsoft ExcelNetSuiteQuickBooksNotion
Requirements
- 2–5+ years of experience in financial operations, business operations, accounting workflows, or startup/back-office environments
- Strong understanding of payroll, AP/AR, billing, or related financial processes
- Advanced Excel skills
- Ability to manage complex workflows end-to-end
- Excellent communication skills with the ability to translate complex information into clear, structured recommendations
- Strong analytical ability to process and prioritize large volumes of unstructured data
- High attention to detail with the ability to work independently
- Proven ability to collaborate cross-functionally and build strong stakeholder relationships
- Experience with accounting or financial software platforms (e.g., QuickBooks, Xero, NetSuite, Bill.com, Stripe, or similar)
Responsibilities
- Lead problem-solving efforts across client financial operations, including payroll, AP/AR, benefits, compliance, and equity administration
- Serve as the primary point of contact for clients, managing communication, expectations, and ongoing advisory support
- Design and optimize back-office processes, implementing best practices across financial systems and workflows
- Monitor project timelines, track deliverables, and proactively manage risks and escalations
- Ensure compliance requirements and deadlines are met with high accuracy and consistency
- Partner with internal teams to enhance service delivery, improve operational frameworks, and support business KPIs
- Contribute to process improvements that increase scalability, efficiency, and data accuracy across financial operations
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