eFlexervices

Analyst

• Reports to the Finance Manager; responsible for managing the financial relationship with an assigned portfolio of bus operators and performing general accounting duties
• Become a “subject matter expert” in assigned operators, ensuring all data held on operators is accurate, and systems are populated correctly
• Work closely with GlobalOps and other teams to understand and document flows of data, funds, and specific sales reporting processes for assigned operators, including updating the information when necessary
• Reconciliation of sales data between operator and reports, and to the accounting system (NetSuite)
• Preparation and communication of sales reports and commission invoices
• Preparation of payment requests for approval
• Recording and/or review of operator payments in NetSuite
• Response to operator queries regarding sales reporting and payments
• Monthly reconciliation of all payables and receivables for assigned operators
• Monitor operators' inboxes and respond to operator queries in a professional and timely manner
• Ensure new operators are onboarded correctly, including validating identification and banking information
• General accounting: Perform month-end closing tasks, Record journal entries, Analyze and reconcile accounts, Perform balance sheet reconciliations, Create account movement tracking schedules, Assist with other related accounting tasks

Revenue Analyst

QA Engineer

• Develop test strategies, plans, test cases, and engineering best practices related to software test engineering.
• Support data governance and data profiling efforts to ensure data quality and proper metadata documentation for data lineage.
• Implement and execute test strategies on all supported platforms to help improve the overall quality and test coverage.
• Collaborate with Product Management and Engineers to understand requirements, translate them into test cases, and determine product quality goals and measurements.
• Reproduce, isolate, and debug issues, providing detailed bug reports.
• Validate the collected data from disparate systems.
• Identify edge cases that can potentially break or compromise data quality or integrity.
• Collaborate with the Automation Engineers to understand the test case requirements to create comprehensive test automation projects.
• Detecting bugs and executing tests.
• Works independently on assigned tasks/projects.
• Follows the established test plan.
• Automation: Writes and maintains scripts for existing frameworks.

Executive Assistant

• Business & Financial Operations Contract Operations: Send contracts, MSAs, Pilot Agreements, and templates (via DocuSign/HubSpot) for signature, track status, and systematically file signed copies to the correct customer records.
• Invoicing & Payments: Process vendor, partner, and ad hoc invoice payments (via platforms like Rho); monitor, retry, and resolve failed payments daily.
• Revenue & Usage Support: Monitor customer usage data regularly (e.g., Metronome) to flag accounts approaching overages, and pull usage/account data ahead of customer renewals to provide full context for terms review.
• Customer Lifecycle & Offboarding: Confirm billing/subscription systems (like Stripe/Metronome) are updated upon customer offboarding and coordinate related Jira tickets.
• Expense & Vendor Management: Manage recurring vendor billing, track partner/referral payments, process weekly reimbursements, and coordinate company card issuance/requests.
• Internal Operations: Track security questionnaires to completion in a central status tracker and incorporate ongoing HR policy/handbook updates (via Rippling).
• Go-To-Market (GTM) & Sales Operations HubSpot Command: Act as the CRM's gatekeeper. Create and maintain accurate CRM records/deals following discovery calls, keep attribution accurate, and ensure a "zero-leak" pipeline.
• Pipeline Management: Follow up consistently on open deals to keep pipeline status current, update ARR dashboards, and circulate deal-status reports.
• Growth & Lead Generation: Support outbound outreach, conduct market research, and build targeted Total Addressable Market (TAM) lists.
• Outreach Systems: Organize and manage LinkedIn outreach sequences using tools such as LinkedIn Sales Navigator and StoreLeads, and manage shared team inboxes/calendars as needed.
• Systems Building & AI Leverage SOP Documentation: Document clear, actionable Standard Operating Procedures (SOPs) in central hubs like Notion.
• Process Automation: Maintain an AI-forward mindset—spotting process improvements and using low-code/no-code tools or AI productivity software (ChatGPT/Gemini/Claude) to eliminate manual, repetitive workflows.

Virtual Assistant

Solutions Engineer

• Pre-trial site investigation (Shopify / Salesforce Commerce Cloud)
• Cache-safety design — what's safe to serve from cache without showing one shopper another's data
• Launch QA and post-launch speed validation
• Live diagnosis of performance and caching incidents; escalate genuine platform bugs to engineering with evidence
• Technical customer calls, including delivering bad news plainly
• Own the final "safe to serve" call on every configuration before it ships

Forward Deployed Engineer – Solutions Engineer

Financial Planning and Analysis

• Assist in accurate and timely recognition of revenue in accordance with US GAAP and company policies.
• Perform pre-earned Direct Bill Reconciliation.
• Assist with preparing the earned report, including sending out reports to Managers.
• Communicate with account managers and commercial lines managers to resolve invoice discrepancies.
• Monitor the exception reports and make corrections as necessary.
• Perform tie out of revenue against 1st draft of financials, ensuring the accuracy of revenue allocation.
• Prepare deferred revenue calculations for earned reports monthly.
• Assist with audit, month-end, and year-end closing activities, including preparing journal entries and reconciliations.
• Analyze revenue performance against set targets, KPIs, and benchmarks.
• Identify and investigate any significant variances or deviations and provide insights to stakeholders.
• Assist in the preparation of forecasts and budgets to support strategic decision-making.
• Prepare detailed reports on performance, trends, and analysis.
• Present findings to management and stakeholders on a regular basis, providing clear and actionable recommendations.
• Conduct variance analysis to explain differences between actual and forecasted revenue figures.
• Provide key metrics and insights by creating Tableau and Workday reports and dashboards.
• Review earned reports for accuracy and identifying abnormalities, swings, and trends in revenue reported.
• Analyze producer book for revenue redistribution between active producers & termed producers.
• Monitor acquisition revenue coded as miscellaneous income to ensure it is recorded correctly with schedule codes.
• Once live in Epic, reconcile the revenue in production.
• Assist A/P & D/B Manager with yearly surveys requested from Corporate Resources.
• Assist in implementation, maintenance, and adherence to internal controls and Finance procedures ensuring compliance with GAAP.
• Follow accounting regulations, internal controls, and finance policies to ensure compliance.
• Recommend opportunities to streamline processes and enhance efficiency.
• Work with management on acquisitions and ensure a smooth transition of revenue into Epic for acquired entities.
• Work with management & IT teams to automate manual tasks.
• Support special projects related to revenue optimization and business performance as needed.
• Assist with the implementation of Workday planning system.

Financial Analyst

IT Support

• Provide support to employees across all locations via helpdesk, email, and chat.
• Research, diagnose, troubleshoot, and identify solutions to resolve system issues across all Mac & Windows-based computers, mobile devices, and other technology products/applications used.
• Diagnose and provide basic network and VPN support.
• Create and/or maintain user access, accounts, passwords, data integrity, and security across various systems and applications.
• Ensure that leaving employees are offboarded from all systems and applications in a timely manner.
• Conduct audits of applications to verify that access controls are correctly implemented.
• Install and configure computer systems and applications within the company.
• Work with third-party vendors to repair hardware issues.
• Support endpoint security standards (2FA, antivirus, firewall, etc.).
• Ensure that accesses and accounts are all created before the target onboarding date.
• Facilitate onboarding calls with the new employees and ensure proper access and security guidelines are being followed.
• Handles account deactivation for the offboarding users in a timely manner and ensures data is securely suspended.
• Take ownership of the IT project-related tasks.
• Identify infrastructure solutions to enhance the existing setup and ultimately improve the organization.

IT Support Associate

Customer Support

• Serve as the primary point of contact for e-commerce merchant partners, providing immediate, high-touch support via Slack (primary) and email (secondary)
• Monitor all shared customer channels during business hours to acknowledge every message within 5 minutes with a clear, warm response
• Create detailed Jira tickets for every bug, feature request, or issue with vital context
• Triage incoming issues based on urgency, flagging P0 issues to Engineering via Slack
• Keep tickets moving by following up with the engineering team
• Walk new merchants through the onboarding checklist and technical setup tracking
• Prepare and deliver weekly reports covering tickets opened/closed and customer health concerns