FinTech Operations Specialist
New
F
FinQueryAccounting software
Remote, South AfricaFull-TimeJunior
Salary not disclosed
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Job Details
- Experience
- 1-3 years of combined experience in accounting/finance AND customer-facing/client service roles.
- Required Skills
- SalesforceMS Office
Requirements
- Working knowledge of lease accounting guidelines: ASC 842, IFRS 16, GASB 87, and GASB 96.
- Understanding of contract lifecycle management concepts and accounting treatment for prepaids and accruals.
- Ability to adapt to changing roles and responsibilities and work independently with limited direction in a fast-paced environment.
- Strong organizational skills and attention to detail.
- Strong written and verbal communication skills.
- Advanced customer service skills.
- Proficiency with Salesforce, MS Office, and G-Suite.
- A four-year degree in Accounting or Finance, or equivalent experience, is a bonus.
- 1-3 years of combined experience in accounting/finance and customer-facing/client service roles is a bonus.
Responsibilities
- Assist clients with onboarding lease portfolios and business contracts into LeaseQuery and FinQuery Contract Management (FCM).
- Serve as the technical resource for onboarding clients into FCM.
- Handle Professional Services requests across LeaseQuery and FCM.
- Consult with CFOs, Controllers, and accounting staff on best practices based on applicable accounting standards and contract management protocols.
- Review lease and contract documents and verify data entered by the Data Entry team.
- Assist clients with the data procurement and upload process.
- Reconcile account balances, including prepaids and accruals, and advise clients on needed adjustments.
- Provide product expertise in Journal Entries, Reporting, and Data Entry for LeaseQuery and FCM.
- Train customers on LeaseQuery and FCM.
- Coordinate with internal teams and customers to support timely delivery of complex financial projects.
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