Catena

Finance Operations Associate

Catena

full-time

Posted on:

Location Type: Remote

Location: Mexico

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