Financial Operations Associate
New York City, New York, United States of America
Full Time
2 weeks ago
$75,000 - $90,000 USD
No Visa Sponsorship
Key skills
SaaSCommunicationAccount ManagementSales
About this role
Role Overview
- Monitor and manage the "Quote-to-Cash" lifecycle
- Reconcile high volumes of transaction data
- Serve as a dedicated resource for the Sales and Account Management teams
- Identify bottlenecks in current billing and payment workflows
- Manage collections with a "customer-success" mindset
- Prepare weekly KPIs on revenue pacing
Requirements
- 0–3 years of experience in fintech, SaaS, or a high-volume marketplace
- An operations-first mindset
- Financial literacy with a process focus
- Excel fluency
- Obsessive attention to detail
- Clear, confident communication
- At least one year of work experience or strong internships
Benefits
- Competitive salary and equity
- Medical, dental, and vision coverage
- 401(k)
- Monthly wellness and fitness stipend
- Paid time off policy, along with company holidays
- Annual company off-sites (Tahoe, Mendocino, Mexico City, San Diego, Park City)
- Parent-friendly policies, remote flexibility, and paid family leave