BELAY

Account Executive

• Provide executive-level support to the Director of Sales
• Manage administrative tasks and team logistics
• Represent the company in virtual and in-person interactions
• Act as a liaison to the team, clients, contractors, and partners
• Anticipate the Director’s needs and manage tasks proactively
• Coordinate executive travel logistics
• Maintain sales metrics and dashboards
• Prepare and file weekly expense reports
• Plan and execute internal team meetings and events

Sales Executive Assistant

Graphics Designer

• Deliver high-quality design solutions that support BELAY’s marketing initiatives across all channels and campaigns.
• Collaborate with the marketing team to produce content for social media, email campaigns, websites, presentations, and other creative assets.
• Manage multiple design projects simultaneously, balancing priorities, validating concepts, and meeting deadlines.
• Design intuitive, user-focused experiences for BELAY websites and landing pages, including wireframes, prototypes, and visual mockups using Figma, Adobe XD, or Sketch.
• Optimize digital assets and web content for search performance, leveraging tools such as Google Analytics, SEMrush, or Yoast SEO.
• Collaborate with external design contractors and vendors to maintain brand consistency and quality.
• Explore and adopt new design technologies, trends, and methods to improve creative output and efficiency.

Graphic Designer

Operations

• support the Director of Technology Operations by managing communication, scheduling, documentation, and project coordination
• administer key technology systems across BELAY
• support task and project management, including meeting preparation, team initiatives, and professional development activities
• manage travel arrangements, expenses, and reimbursements
• maintain and regularly audit leadership dashboards, reports, SOPs, and team documentation for accuracy and visibility
• respond to internal support requests via the ticketing system, resolving or escalating as needed
• manage BELAY’s device lifecycle: ordering, tracking, updating, maintaining, and retiring hardware using Salesforce and MDM
• assist in testing and implementing new technologies, tools, and integrations across BELAY.

Technology Operations Administrator

Financial Planning and Analysis

• Staff Accountants at BELAY play a pivotal role in delivering exceptional service to our financial solutions clients.
• Support multiple client accounts and serve as integral members of each client’s accounting team.
• Professionally represent the company in all virtual and in-person interactions.
• Collaborate with the team to drive account clean-up initiatives and actively engage in client meetings.
• Accounts Payable, Accounts Receivable, Payroll, Account Reconciliation, Sales Tax, Cash Flow Management, Accounting-related email communication on behalf of the client.

Staff Accountant – Onboarding

Human Resources

• Provide vital administrative support to the Director of Human Resources and the broader HR team
• Coordinate key processes, communication, and team initiatives
• Manage complex scheduling by prioritizing appointments based on business needs
• Confirm all meeting logistics in advance, including time zones, locations, contact information, notes, and agendas
• Coordinate domestic and international travel arrangements
• Draft internal and external communications while maintaining confidentiality and professionalism
• Assist with onboarding projects and ensure a consistent, high-quality experience for all new employees
• Manage HR ticketing requests in SFDC, ensuring timely completion

HR Team Administrator

• Serve as trusted advisors and fractional Controllers for small- to mid-sized business clients
• Lead client relationships, aligning financial services with client goals for growth, profitability, and compliance
• Serve as the primary point of contact and trusted advisor for clients, leading financial review calls
• Act as the escalation point for all client accounting matters and provide guidance on accounting decisions
• Provide proactive insight, identifying risks, opportunities, and compliance considerations to support client growth
• Monitor client profitability and engagement performance, recommending value-added services and resources
• Partner cross-departmentally to ensure client needs are met with professionalism and timeliness
• Lead, coach, and develop Senior and Staff Accountants, set expectations, provide feedback, and conduct performance reviews
• Assign and oversee work to balance efficiency, accuracy, and growth opportunities; support recruiting, hiring, and onboarding
• Identify and implement process improvements that enhance efficiency while maintaining compliance
• Lead training, develop resources, and contribute to firm-wide knowledge; advance internal initiatives supporting strategic goals
• Stay informed on industry trends and bring insights to leadership for continued growth and innovation

Accounting Manager

• Support multiple client accounts and serve as integral members of each client’s accounting team
• Act as primary point of contact for day-to-day accounting matters and participate in regular client meetings
• Accounts Payable
• Accounts Receivable
• Payroll
• Account Reconciliation
• Sales Tax
• Cash Flow Management
• Accounting-related email communication on behalf of the client
• Represent BELAY Financial with a high-level of professionalism in all communications
• Work Monday-Friday business hours with occasional travel for some roles

Staff Accountant

• Source and attract candidates using job boards, job fairs, social media, staffing partnerships, and referrals
• Screen and interview potential candidates based on BELAY's qualifications, advancing only high-caliber candidates
• Manage the recruiting process to meet or exceed company metrics for interviews, skills assessments, and post-assessment interviews
• Oversee contractors during their onboarding and placement processes and promote BELAY culture
• Recommend top contractor choices to Client Success Consultants or the BELAY Financial Team
• Maintain and audit the contractor roster; manage contract terminations as needed
• Provide feedback and recommendations regarding candidate trends, market insight, contract extensions, placements, and terminations
• Liaise with Talent Ops Coordinator to optimize application forms, assessments, requirements, and qualifications
• Track weekly and monthly metrics, attend scheduled meetings, and effectively use corporate systems (Salesforce, ATS, scheduling tools)
• Serve as backup for Talent team members and collaborate with cross-functional teams as needed

Talent Specialist, Accounting Services

• Develop and implement enterprise-wide strategies that deliver high-impact, measurable results aligned with organizational goals.
• Clearly communicate strategic objectives to align cross-functional teams and foster organizational cohesion.
• Lead the execution of strategic initiatives through effective team-based project management.
• Empower and hold team members accountable for achieving performance targets and contributing to company success.
• Apply strategic thinking and risk analysis to influence short- and long-term organizational direction.
• Partner with leadership to drive continuous improvement, solve complex problems, and enhance service delivery.
• Coach and develop leaders and staff to focus on high-value, goal-aligned activities.
• Conduct regular one-on-one meetings to provide coaching, feedback, and support employee growth and retention.
• Stay current on industry trends, regulations, and best practices through ongoing professional development and networking.
• Promote a collaborative environment by seeking feedback and modeling self-awareness and accountability.
• Delegate effectively to optimize team resources, productivity, and time management.
• Use data-driven insights to inform decisions, identify business intelligence, and focus on actionable priorities.
• Anticipate industry and workplace shifts, implementing proactive solutions to meet emerging needs.
• Departmental Responsibilities Achieve departmental goals aligned with company priorities, including growth, client retention, engagement duration, and overall satisfaction.
• Develop and analyze performance reports to support data-driven decisions and track progress against strategic objectives.
• Define and execute a strategic vision for the Accounting Services Department, ensuring all roles contribute to enhanced client value.
• Oversee and refine processes and procedures to ensure operational efficiency, accuracy, and consistency across the team.
• Ensure compliance with data security protocols to protect client and company information.
• Partner with the Vice President of Accounting Services to establish and monitor departmental goals and key performance indicators (KPIs).
• Supervise daily operations to ensure service excellence and alignment with performance expectations.
• Build and maintain a high-performing team through effective hiring, continuous training, and resource support.