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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong capabilities in financial operations, including accounts receivable and payable management, expense reimbursement processing, and vendor management. Proficient in using Excel and Google Sheets, with a focus on accuracy, organization, and proactive communication.
Highest-signal resume keywords
Accounts Receivable ManagementExpense Reimbursement ProcessingVendor ManagementFinancial Operations SupportExcel and Google Sheets Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounts Payable ManagementExpense AuditingCommission CalculationFinancial ReportingData Organization
Soft Skills
Attention to DetailProactive CommunicationOrganizational SkillsReliabilityAdaptability
Tools & Technologies
ExcelGoogle SheetsCredit Card PlatformsHR PlatformsCRM Platforms
Industry Keywords
Financial OperationsSecurity ComplianceVendor ManagementStartup EnvironmentCross-Functional Support
About the role
Key responsibilities & impact- Support the monthly close of financials by tracking down various items across the company
- Support accounts receivable and payable: track outstanding invoices, support the team to get them paid, and field status questions on accounts payable
- Own our company credit card spend audits, follow up on missing receipts, manage card provisioning, and process expense reimbursements
- Support the tax and audit process by gathering materials across the company
- Support the creation of annual compensation plans across the company
- Help to calculate and schedule monthly commissions (including for resellers)
- Support the Sales team by helping with vendor questionnaires, owning some customer payment portals, and providing credit card payment links
- Support the creation of RevOps materials for the Board
- Maintain company insurance coverage and field certificate of insurance (COI) requests
- Support our security compliance efforts and IT hardware needs
- Keep a current, organized, and comprehensive list of vendors (and their corresponding materials)
- Support various ad-hoc investor requests and fundraise efforts
- Support the People Operations function as needed
Requirements
What you’ll need- 2-4 years of experience in business operations, finance, or a cross-functional support role, ideally at a startup or in a fast-paced environment
- Exceptional attention to detail and accuracy
- A track record of successfully juggling many concurrent priorities across different areas
- Highly reliable, organized, and proactive; you follow through and communicate clearly
- A fast learner who picks up new tools and processes quickly and genuinely enjoys helping teammates
- Strong experience with Excel and Google Sheets
- Hands-on experience with various online tools (e.g., credit card, HR, and CRM platforms)
- Experience supporting commissions, accounts receivable, or vendor management
- Comfort using AI tools to automate repetitive workflows
- Exposure to security compliance efforts
Benefits
Comp & perks- Various high quality medical plans with up to 100% employer-paid coverage for employees and 50% employer-paid coverage for dependents
- Dental and vision plans with partial employer-paid coverage
- Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs)
- Free access to One Medical, Teladoc, HealthAdvocate and TalkSpace online therapy
- Employer-paid short- and long-term disability insurance
- Equity in a growing startup
- 401k with employer match and immediate vesting (both Traditional and Roth)
- Discretionary PTO (we trust you to take time off when you need it!)
- 13 annual holidays off
- AI Tool Stipend for Personal Use
- Paid parental leave
- Monthly virtual events
- A truly remote-first environment