Financial Operations Assistant

Summary

Join our team as a Financial Operations Assistant and support our finance, sales, and administrative functions. You will manage receivables, generate daily reports, handle commission tracking, and process lead refunds. This role requires attention to detail and the ability to thrive in a fast-paced environment. You will ensure follow-up on tasks across departments and maintain accurate records. Proactive identification and resolution of process issues are also key responsibilities. The position is remote and full-time in the EST time zone.

Requirements

• You have 2–4 years of experience in finance, sales operations, or administrative roles
• You're proficient in Excel/Google Sheets (you know your way around formulas and pivot tables)
• You’re extremely detail-oriented and organized — nothing slips past you
• You’re great at following up, keeping things on track, and ensuring nothing falls through the cracks
• You can handle sensitive information with discretion and professionalism
• You work well independently but aren’t afraid to collaborate or ask questions

Responsibilities

• Allocate incoming funds and expense receivables in internal systems accurately and promptly
• Generate and maintain daily commission and call reports for sales representatives
• Process lead refunds for invalid or poor-quality leads
• Monitor shared inboxes for supplier invoices, task-related emails, or action items
• Track tasks and ensure follow-through by the appropriate team member
• Support ongoing financial workflows, including invoicing and data entry
• Maintain up-to-date and clean records using spreadsheets and other systems
• Assist with various administrative and operational tasks as needed
• Identify process issues or discrepancies and proactively escalate or resolve them

Preferred Qualifications

Experience with CRMs or accounting software is a bonus (Salesforce, HubSpot, QuickBooks, etc.)