Operations and Systems Support Specialist

New

JobgetherFinancial operations

Remote working opportunity within the United States.Full-TimeMiddle

Salary57,000 - 68,000 USD per year

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Job Details

Experience: At least 3 years of experience in accounting, bookkeeping, financial operations, business systems support, data management, or a related field.
Required Skills: Microsoft ExcelTechnical supportData management

Hold a bachelor's degree in Accounting, Information Systems, Business Administration, or a related discipline, or an equivalent combination of education and professional experience.
Have at least 3 years of experience in accounting, bookkeeping, financial operations, business systems support, data management, or a related field.
Have experience supporting business applications, enterprise software, system implementations, configurations, or technical integrations.
Have a strong understanding of reporting, data coordination, and business process management.
Demonstrate advanced Microsoft Excel skills, including formulas, lookups, data analysis, and spreadsheet management.
Be proficient with Microsoft Office 365 and familiar with AI tools such as ChatGPT or Claude.
Have experience providing technical support, troubleshooting system issues, and assisting or training end users.
Bring strong analytical and problem-solving abilities, attention to detail, and a commitment to data accuracy and confidentiality.
Be able to collaborate across departments, manage multiple priorities, meet deadlines, and learn new technologies.

Support financial operations and new client onboarding, including internal system setup and configuration.
Set up, maintain, and troubleshoot client bank account and payroll integrations with QuickBooks Online and secure password management platforms.
Coordinate with clients, financial institutions, and external vendors on integrations.
Provide operational support to payroll and pension teams during annual setup periods, peak processing cycles, and year-end reporting.
Identify and resolve software integration issues while maintaining accurate, secure, and consistent financial and client data.
Assist with developing, maintaining, and improving financial reporting dashboards and supporting data-related projects.
Maintain Monday.com boards through backups, data cleanup, and ongoing updates.
Update client contact records across Monday.com CRM and newsletter platforms, and maintain boards supporting client renewals.
Contribute to AI and automation projects and help identify opportunities to streamline processes.
Create and maintain workflow documentation, and assist with client communications, data retrieval, and other administrative initiatives.

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