Finance & Operations Analyst

Summary

Join our team as a Finance & Operations Analyst and support our finance, operations, and administrative teams in this remote, full-time role (EST time zone). You will be responsible for financial coordination, reporting, bookkeeping, and business process support. Key responsibilities include managing receivables, tracking commissions, handling lead refunds, and reconciling accounts. This cross-functional role requires strong organizational and analytical skills, attention to detail, and the ability to thrive in a dynamic environment. A typical day involves prioritizing tasks, generating reports, entering receivables, reconciling accounts, and coordinating with team members. The ideal candidate will have 2-4 years of experience in finance, operations, or administrative roles and strong proficiency in Excel.

Requirements

• 2–4 years of experience in finance, operations, or administrative roles
• Strong proficiency in Excel/Google Sheets — including formulas, filters, and pivot tables
• Excellent attention to detail — you’re the kind of person who catches the smallest discrepancies
• Highly organized with great time management and task prioritization skills
• Comfortable handling confidential financial data with discretion
• A self-starter who thrives independently but also communicates well in a team environment

Responsibilities

• Allocate incoming funds and expense receivables in internal systems accurately and promptly
• Assist with general bookkeeping and support accounting compliance
• Reconcile accounts and maintain up-to-date, accurate financial records
• Prepare and send Accounts Receivable (AR) reports weekly
• Review and track payables to ensure timely processing
• Follow up on aging receivables to support cash flow and collections
• Prepare and email monthly invoices (e.g., for storage or other services)
• Generate and maintain daily commission and call reports for the sales team
• Track lead refunds and process refund requests for invalid or poor-quality leads
• Maintain clean, well-organized spreadsheets and financial dashboards
• Identify process discrepancies and proactively escalate or resolve them
• Monitor shared inboxes for supplier invoices, task-related emails, and follow-ups
• Ensure timely follow-through on tasks by coordinating with internal stakeholders
• Maintain internal documentation and keep operational workflows up to date
• Handle various administrative and ad-hoc business tasks as needed
• Monitor company email accounts and escalate important communications appropriately

Preferred Qualifications

Experience with CRMs or accounting tools such as QuickBooks, Salesforce, or HubSpot (a plus)