Position Summary
We are seeking a detail-oriented Finance Operations Assistant to support the daily administrative and operational activities of our Finance Department. This position provides a wide variety of clerical, administrative, and financial support functions that help ensure efficient day-to-day business operations. The ideal candidate is highly organized, enjoys working with numbers, communicates professionally, and can manage multiple priorities while maintaining accuracy and confidentiality.
This is an excellent opportunity for an individual looking to grow within an administrative or finance support role. Previous accounting experience is helpful but not required.
Essential Duties & Responsibilities
Responsibilities include a combination of administrative and financial support activities, including but not limited to:
- Assist with processing and tracking incoming customer payments and account activity.
- Reconcile employee expense reports and supporting documentation for accuracy and policy compliance.
- Process miscellaneous invoices and payments for vendors, utilities, subscriptions, and other business expenses.
- Maintain organized electronic and paper financial records.
- Answer and direct incoming telephone calls professionally.
- Monitor shared departmental email inboxes and route requests appropriately.
- Prepare deposits, correspondence, and routine financial documentation.
- Assist with data entry and maintaining accounting records within company systems.
- Support month-end administrative activities and document reconciliation.
- Coordinate with internal departments regarding billing questions and payment status.
- Assist with preparing reports, spreadsheets, and other administrative documents.
- Order office supplies and assist with other departmental administrative needs.
- Perform general office duties including filing, scanning, copying, and document management.
- Provide backup administrative support to other members of the Finance Department as needed.
- Perform other duties as assigned.
Minimum Qualifications
- High school diploma or equivalent required.
- One to three years of administrative, office support, customer service, or finance support experience preferred.
- Experience working with Microsoft Office, particularly Excel and Outlook.
- Strong attention to detail and organizational skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple tasks while meeting deadlines.
- Ability to maintain confidentiality with financial and employee information.
- Ability to learn new software and internal business systems.
Preferred Qualifications
- Experience working in an office, accounting, payroll, banking, or finance support environment.
- Experience reconciling reports, receipts, invoices, or financial documentation.
- Familiarity with accounting or ERP software is a plus.
- Experience supporting multiple internal stakeholders.
Knowledge, Skills & AbilitiesSuccessful candidates will demonstrate:
- Strong organizational and time-management skills.
- Excellent attention to detail and accuracy.
- Ability to identify discrepancies and follow through to resolution.
- Professional customer service and telephone etiquette.
- Ability to prioritize competing tasks.
- Strong problem-solving skills.
- Dependability and accountability.
- Ability to work independently and as part of a collaborative team.
- Proficiency with Microsoft Excel, Word, Outlook, and Adobe Acrobat.
Working Conditions
- Office-based position.
- Primarily sedentary work involving extended computer use.
- Occasional lifting of files or office supplies up to 20 pounds.
- Standard business hours, Monday through Friday.
We are committed to fostering growth opportunities for our team members through meaningful work that makes a difference.
Pay: $19.50 - $25.50 per hour
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Gym membership
- Health insurance
- Life insurance
- Paid time off
- Profit sharing
- Referral program
- Vision insurance
Work Location: In person