Financial Operations Associate

Office Hours

Financial Operations Associate managing billing and revenue operations in high-volume marketplace. Collaborating with Sales, Client Success, and Finance teams to optimize workflows and enhance revenue.

Posted 5/20/2026full-timeNew York City • New York • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Monitor and manage the "Quote-to-Cash" lifecycle
Reconcile high volumes of transaction data
Serve as a dedicated resource for the Sales and Account Management teams
Identify bottlenecks in current billing and payment workflows
Manage collections with a "customer-success" mindset
Prepare weekly KPIs on revenue pacing

Requirements

What you’ll need

0–3 years of experience in fintech, SaaS, or a high-volume marketplace
An operations-first mindset
Financial literacy with a process focus
Excel fluency
Obsessive attention to detail
Clear, confident communication
At least one year of work experience or strong internships

Benefits

Comp & perks

Competitive salary and equity
Medical, dental, and vision coverage
401(k)
Monthly wellness and fitness stipend
Paid time off policy, along with company holidays
Annual company off-sites (Tahoe, Mendocino, Mexico City, San Diego, Park City)
Parent-friendly policies, remote flexibility, and paid family leave

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data reconciliationfinancial literacyKPI preparationbilling workflowspayment workflows

Soft Skills

customer-success mindsetattention to detailclear communicationconfident communicationoperations-first mindset