Financial Operations Associate

📋 Description

• Manage day-to-day bookkeeping activities for clients, including bill payments, account
• Assist with monthly financial reporting and budgeting, ensuring records are accurate, complete, and
• Conduct financial analysis to support client decision-making, identify trends, and provide useful
• Help implement, maintain, and improve financial platforms, processes, and workflows based on
• Provide responsive, thoughtful client communication, answering questions, sharing updates, and
• Build trusted working relationships with clients through reliable service, clear communication, and

🎯 Requirements

• At least 3 years of professional bookkeeping or accounting experience.
• Experience working effectively as part of a remote team.
• Demonstrated ability to provide high-quality customer or client service and develop strong
• Hands-on experience with QuickBooks Online and Microsoft Excel.
• Strong attention to detail, accuracy, organization, and completeness in financial work.
• Willingness to assist with a broad range of operational needs and take ownership of tasks through

🎁 Benefits

• Full-time position with an annual salary of $55,000–$65,000, depending on qualifications and
• Monthly home office stipend.
• Fully remote position available from anywhere in the continental United States.
• 3 weeks of accrued paid time off (PTO).
• 13 paid holidays per year.
• Unlimited sick leave.