Finance & Operations Specialist

TL;DR

Finance & Operations Specialist (Finance/Operations): Managing core financial operations, contract administration, and collections for a growing client base with an accent on invoicing, AR management, and process optimization. Focus on improving financial workflows, leveraging automation and AI, and partnering with leadership to enhance operational visibility.

Location: Must be based in the United States (Remote)

Salary: $60,000 – $85,000 + Bonus

Company

A global marketplace growth agency specializing in retail media networks like Amazon and Walmart, dedicated to driving brand profitability through data-driven strategy.

What you will do

• Manage monthly client invoicing and monitor Accounts Receivable to ensure timely payments.
• Own the collections process and maintain professional relationships with clients regarding outstanding balances.
• Partner with HR to ensure accurate and timely payroll and commission calculations.
• Generate and manage client contracts, SOWs, and renewals using standardized templates.
• Document and improve financial and operational processes through automation and AI tools.
• Prepare financial reports and AR aging summaries for leadership.

Requirements

• 3–6+ years of experience in bookkeeping, accounting, or finance operations.
• Strong proficiency in Accounts Receivable, invoicing, and bookkeeping fundamentals.
• Advanced skills in Excel or Google Sheets (lookups, pivot tables, formulas).
• Must be based in the United States to support remote operations.
• Excellent organizational skills with high attention to detail.
• Strong written and verbal communication skills for professional client interaction.

Nice to have

• Experience with QuickBooks Online or similar accounting software.
• Familiarity with CRM platforms like HubSpot, Salesforce, or Pipedrive.
• Background in professional services, agencies, or ecommerce.
• Experience using AI tools to streamline workflows.

Culture & Benefits

• Comprehensive health, vision, and dental insurance.
• 401(k) match program.
• Flexible PTO and wellness days.
• Ongoing learning opportunities, 1:1 leadership coaching, and mentorship.
• Free mental health support via Talkspace.
• Fully remote culture with collaborative hubs in major US cities.