Catena

Finance Operations Associate

Catena

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇲🇽 Mexico

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Job Level

JuniorMid-Level

About the role

  • Responsible for financial recordkeeping and reporting
  • Vendor and client management
  • Operational process improvements
  • Partner with leadership to keep projects on track
  • Identify opportunities for efficiency
  • Ensure compliance with legal and tax requirements

Requirements

  • Maintain accurate financial records and reconcile accounts across banks, payment platforms, and credit cards.
  • Prepare and issue invoices, track receivables, and process payments for vendors, contractors, and talent.
  • Support budgeting, forecasting, and monthly financial reporting for leadership visibility.
  • Manage compliance documents (W9, W8BEN, tax forms) and ensure accuracy for audits, filings, and international transactions.
  • Track bonus requests, payroll timelines, and financial SOPs to ensure consistency across teams.
  • Identify gaps or bottlenecks in financial and backend workflows and implement solutions.
  • Standardize templates, trackers, and reporting structures for consistency across the organization.
  • Required: QuickBooks, Xero, FreshBooks, Bill.com, Payoneer, Wise (or similar)
  • Required: Remote, Deel, Gusto, ADP, or other EOR/payroll platforms
  • Required: Slack, Google Workspace (Docs, Sheets, Drive)
  • Nice-to-have: VPNs, softphones (Aircall, RingCentral, Zoom Phone), password managers (1Password, LastPass)
Benefits
  • Potential for profit share based on performance
  • Fully remote, forever
  • Annual team retreat
  • Unlimited PTO

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial recordkeepingaccount reconciliationbudgetingforecastingfinancial reportingcompliance managementworkflow improvementtemplate standardizationinvoice processingpayment processing
Soft skills
vendor managementclient managementoperational improvementproject managementefficiency identificationleadership collaborationattention to detailorganizational skills