Finance Operations Associate

Summary

Join Foursquare as a Finance Operations Associate in New York City or Chicago! This hybrid role involves maintaining accurate Salesforce opportunity data, managing impression data, resolving billing issues, and collaborating with internal/external teams. You will ensure data accuracy, collect impression data, troubleshoot billing discrepancies, and manage Salesforce case queues. The ideal candidate possesses strong analytical and problem-solving skills, thrives in fast-paced environments, and is detail-oriented. A bachelor's degree in finance or a related field and Salesforce experience are essential. Competitive pay and benefits are offered, including a flexible workplace, unlimited PTO, comprehensive healthcare, and more.

Requirements

• Bachelors degree in Finance or related field
• Salesforce Experience: Prior experience with Salesforce is essential, with familiarity in managing and maintaining opportunity data
• Proficiency in Excel / Google Sheets : Strong skills in Excel and Google Sheets for data tracking, analysis, and reporting
• Expert Level of Attention to Detail : Ability to manage and review large volumes of data while ensuring accuracy
• Critical Thinking and Problem Solving: Adept at identifying issues, evaluating options, and implementing solutions efficiently
• Highly-Motivated : Takes initiative, proactively identifies areas for improvement, and works to resolve issues independently
• Agility and Adaptability : Comfortable working in a dynamic environment with shifting priorities and multiple deadlines
• Strong written and verbal communication skills
• 1-2 years of experience in a Finance Operations or related role

Responsibilities

• Maintain Salesforce Data : Ensure accuracy of opportunity records in Salesforce, including revenue details, contract terms, and status updates
• Collaborate with Internal & External clients : Work closely with internal and external teams to collect impression actual data,, follow up on missing or incomplete information, and maintain accurate records
• Address Billing Issues : Collaborate with internal teams to troubleshoot and resolve billing discrepancies, ensuring customer satisfaction and alignment with company policies
• Resolve Salesforce tickets : Manage Salesforce case queue and resolve requests within SLAs

Preferred Qualifications

Proficiency in NetSuite, Tableau & Excel (including VLOOKUP & Pivot Tables)

Benefits

• Fully Flexible Workplace - work from home, one of our offices or a combination of the two!
• Unlimited PTO - rest and recharge when you need it!
• Industry Leading Healthcare - comprehensive and competitive health, vision, dental, life insurance
• Savings and Investments - 401(k) with company match
• Home Office Setup - you get all necessary hardware and internet reimbursement
• Family Planning and Fertility Programs - programs via Carrot and Maven