Assist clients with onboarding their data onto our software solutions, including lease portfolios in LeaseQuery and business contracts in FinQuery Contract Management (FCM)
Serve as the technical resource to onboard clients into FCM, ensuring they can effectively track all business contracts, prepaids, and accruals
Handle Professional Service requests for clients, addressing a range of needs across both LeaseQuery and FCM
Consult with CFOs, Controllers, and other accounting staff on tight schedules, guiding customers through best practices according to pertinent accounting standards and contract management protocols
Review lease and contract documents and ensure data is accurately entered into the software by our Data Entry team
Provide assistance as clients go through the upload data procurement process and uploading data when complete
Reconcile account balances, including prepaids and accruals, and advise clients on making needed adjustments
Provide product expertise across all areas, including Journal Entries, Reporting, and Data Entry for both LeaseQuery and FCM
Perform customer training on all aspects of LeaseQuery and FCM, with a focus on clear, concise explanation
Understand and guide customers through best practices according to pertinent accounting standards and contract management protocols
Communicate across multiple teams and customers to ensure timely delivery of fast-paced, complex financial projects
Conduct all business in accordance with FinQuery policies and procedures

Working knowledge of the lease accounting guidelines (ASC 842, IFRS 16, GASB 87, and GASB 96)
Understanding of contract lifecycle management concepts and the accounting treatment for prepaids and accruals
Ability to adapt to changes in roles and responsibilities and working independently with limited direction in a fast-paced environment
Must have strong organizational skills and be detail oriented
Strong written and verbal communication skills
Advanced customer service skills
Proficient with Salesforce, MS Office, and G-Suite
4-year degree in Accounting/Finance or equivalent experience (Bonus)
1-3 years of combined experience in accounting/finance AND customer-facing/client service roles (Bonus)

FinTech Operations Specialist

Key skills