Financial Operations Specialist
Popl
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $55,000 - $85,000 per year
About the role
- Own and maintain protocols related to financial operations, ensuring accuracy, consistency, and scalability as the company grows
- Spend approximately 50% of your time on Accounts Receivable, partnering closely with the Accounts Receivable Manager to track outstanding balances and follow up with customers to ensure timely payment
- Communicate directly with customers and vendors regarding invoices, payment status, billing questions, and resolutions
- Manage Accounts Payable, including tracking vendor invoices, obtaining internal stakeholder approvals, and ensuring timely and accurate payments
- Coordinate contract renewals by tracking upcoming renewal dates and partnering with business stakeholders to ensure contracts are canceled, renewed, or renegotiated on time
- Manage intake of new vendors, ensuring billing information is collected, approval workflows are established, and documentation is properly maintained
- Oversee all tax-related activities, including corporate taxes and sales taxes, in partnership with our external financial firm and fractional CFO
- Review and approve employee expense reports and help maintain and enforce the policies that govern employee spending
- Assist our external financial firm and fractional CFO with accounting-related responsibilities, reconciliations, reporting, audits, and ad hoc requests
- Identify opportunities to improve financial workflows, controls, and systems as the company scales
Requirements
- 2+ years of experience in billing, accounts receivable, accounts payable, or financial operations
- Experience owning and improving financial processes and protocols
- Strong attention to detail with excellent organizational and follow-through skills
- Comfortable communicating with customers, vendors, and internal stakeholders at all levels
- Ability to manage multiple priorities and deadlines in a fast-paced environment
- Strong written and verbal communication skills
- High level of ownership, accountability, and discretion when handling financial information
Benefits
- Competitive salary
- Meaningful equity
- Full insurance & benefits
- Unlimited PTO
- $150 monthly wellness credit
- Constant daily learning
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
accounts receivableaccounts payablefinancial operationsbillingfinancial processesreconciliationsreportingauditstax-related activitiesexpense report management
Soft Skills
attention to detailorganizational skillscommunication skillsfollow-through skillsability to manage multiple prioritiesdeadline managementownershipaccountabilitydiscretioncustomer service