Finance & Operations Analyst

Job Title: Finance & Operations Analyst
Location: Remote
Type: Full-Time
Time Zone: EST

About the Role

We’re seeking a proactive, detail-oriented Finance & Operations Analyst to support our finance, operations, and administrative teams. This is a cross-functional role that blends financial coordination, reporting, bookkeeping, and business process support. You’ll be instrumental in managing receivables, tracking commissions, handling lead refunds, reconciling accounts, and keeping our operational workflows running smoothly.

If you're highly organized, analytical, and thrive in a dynamic environment where every detail matters — this role is for you.

Key Responsibilities

Finance & Accounting Support

• 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)

Reporting & Analysis

• 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

Operational & Admin Support

• 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

Why You’re a Great Fit

• 2–4 years of experience in finance, operations, or administrative roles
• Strong proficiency in Excel/Google Sheets — including formulas, filters, and pivot tables
• Experience with CRMs or accounting tools such as QuickBooks, Salesforce, or HubSpot (a plus)
• 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

A Typical Day in This Role

• Triage shared inboxes and prioritize financial and operational tasks
• Generate and distribute daily reports (commissions, calls, etc.)
• Enter receivables and allocate incoming payments in the system
• Reconcile accounts and follow up on outstanding items
• Coordinate with team members to ensure tasks are moving forward
• Handle administrative support requests as they come in
• Identify issues and bring them to the attention of the appropriate stakeholder

Interview Process

1. Zoom Interview — Introductory call to understand your background and experience
2. Final Interview — Meet with the client to discuss the role, expectations, and how we work
3. Offer & Onboarding — If it’s a match on both sides, we’ll move forward with onboarding

Apply Now

If this sounds like a role you’d thrive in, we’d love to hear from you! Click Apply and submit your resume along with a brief note on why you’re a great fit for the Finance & Operations Analyst role.