Finance Operations Associate

Summary

Join Candex, a rapidly growing global B2B fintech company, as a FinOps Associate. This key role involves providing exceptional support and service to customers throughout the payment process. You will review and send client invoices, onboard new customers, correct payment details, perform compliance checks, and handle customer email inquiries. The ideal candidate possesses strong communication and interpersonal skills, advanced Excel skills, and a keen eye for detail. Candex offers competitive compensation, unlimited PTO, a flexible work environment, and comprehensive benefits including medical, dental, vision, life insurance, disability insurance, a 401k plan, and more.

Requirements

• Strong communication skills - written and verbal – a must
• Impressive interpersonal skills
• Advanced Excel skills
• Outstanding attention to detail, with an ability to spot numerical errors
• Highly organized with the ability to multitask and work in a fast paced environment
• Tech savvy and the ability to pick up new technology quickly

Responsibilities

• Review customer invoices received ensuring their accuracy and timeliness
• Send out client invoices ensuring they are accurate and compliant
• Provide guidance to new customers to ensure they are onboarded successfully
• Work with customers to correct payment details provided or to obtain any missing information
• Verify customer data by performing compliance checks
• Handle day to day customer email related to the invoicing process

Preferred Qualifications

• Undergraduate Bachelor’s degree in economics/finance/accounting is preferred
• Fintech/Hi-tech experience is preferred

Benefits

• Competitive compensation
• Unlimited PTO and a flexible working environment
• We offer comprehensive medical, dental, and vision, Flexible Spending Account, Health Savings Account (with an employer contribution)
• We also provide Life Insurance, Short Term Disability and Long Term Disability
• Wellbeing benefits through Employee Assistance Program, Spring Health and OneMedical
• 401(K) retirement plan
• Home Office Setup
• Team-building offsites and outings