Toptal

Financial Operations Specialist

Toptal

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Onboard and integrate into Toptal.
  • Gain a deep understanding of the processes and procedures for the Finance team related to client billing, payment application, reconciliation, and new business development.
  • Master the daily operational tasks for client invoicing and posting payments from clients.
  • Provide client support regarding billing, payments, and payment methods.
  • Work seamlessly with both sales and internal teams to provide support with disputes, payment issues, and all other financial account inquiries while exercising discretion and independent judgment.
  • Fully own relationships with specific clients to provide top-tier service for their billing and account requests.
  • Identify and analyze trends, patterns, and system issues to support process improvements.
  • Propose solutions to improve output and client experience related to billing processes and user interfaces clients interact with.
  • Create processes for new lines of business.
  • Take ownership of specific processes, including Key Performance Indicators, continuous improvement, and strategies to increase their effectiveness.
  • Be seen as an expert with the ability to train others on how to provide world-class customer service at Toptal.

Requirements

  • Bachelor’s degree is required.
  • 3+ years of previous work experience with finance or accounting responsibilities (accounts receivable, reconciliation, payment processing, purchase orders, etc.).
  • Experience with accounting systems, such as but not limited to QuickBooks.
  • Strong analytical skills, with proficiency in Google Sheets/Excel to analyze data, identify trends, and make recommendations.
  • Highly organized with meticulous attention to detail.
  • Demonstrated experience providing elite customer service and a positive can-do attitude.
  • You can manage your time effectively and remain focused when working toward deadlines.
  • Able to create, improve, and manage process documentation to support efficiency and alignment.
  • Experience with and passion for working with a technology organization preferred.
  • Experience working 100% remotely is preferred.
  • Outstanding written and verbal communication skills.
  • Ability to work in a fast-paced, rapidly growing company and handle a wide variety of challenges, deadlines, and a diverse array of contacts.
  • You must be a world-class individual contributor to thrive at Toptal. You will not be here just to tell other people what to do.
Benefits
  • Participation in a 401(k) retirement plan
  • Medical insurance
  • Dental insurance
  • Vision health insurance
  • Basic life insurance coverage
  • Short-term disability coverage
  • Long-term disability coverage
  • Access to flexible spending accounts
  • Access to dependent care accounts
  • Access to health savings accounts
  • Access to telehealth virtual doctors
  • Employee assistance program
  • Flexible paid time off

Applicant Tracking System Keywords

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

Hard skills
accounts receivablereconciliationpayment processingpurchase ordersanalytical skillsGoogle SheetsExcelprocess documentationclient invoicingpayment application
Soft skills
attention to detailcustomer servicetime managementorganizational skillscommunication skillsproblem-solvingindependent judgmentdiscretionadaptabilityteam collaboration
Certifications
Bachelor's degree
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