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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