Finance Operations Associate at ConceiveAbilities
United States
<meta><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.5;letter-spacing:0.25px;margin:0px;padding:0px;"><b><strong style="font-size:18pt;white-space:pre-wrap;">Position description</strong></b></p><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.5;letter-spacing:0.25px;margin:0px;padding:0px;"><span style="white-space:pre-wrap;">As a Finance Operations Associate, your primary focus is to oversee all financial activities related to clients, such as invoicing, bill payments, escrow management, and financial audits for client "journeys." Additionally, this position will support Accounts Payable for ConceiveAbilities and contribute to various financial reporting tasks.</span></p><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.5;letter-spacing:0.25px;margin:0px;padding:0px;"><br></p><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.5;letter-spacing:0.25px;margin:0px;padding:0px;"><b><strong style="font-size:18pt;white-space:pre-wrap;">Position responsibilities</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;"><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Structure work in support of client-facing processes, building and maintaining measurable tasks, checklists and KPIs</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Liaise with ConceiveAbilities clients and vendors to actively manage and complete financial tasks and requests related to business operations</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Issue precise client invoices, handle bills, and process payments aligned with customer journeys</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Regularly audit client escrow accounts</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Collaborate with internal teams (Sales, Legal, Operations) to prioritize tasks and resolve customer-facing issues promptly, delivering exceptional client service at all times</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Assist, as necessary, with month- and year-end close, annual audit support, and certain federal, state, and municipal filings</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Provide ad-hoc analytical support to assist management with company-wide initiatives and strategies</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="color:rgb(0,0,0);font-size:12pt;white-space:pre-wrap;">Cross-train with other financial team members</span></li></ul><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.5;letter-spacing:0.25px;margin:0px;padding:0px;"><br></p><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.5;letter-spacing:0.25px;margin:0px;padding:0px;"><b><strong style="font-size:18pt;white-space:pre-wrap;">Experience and skills</strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;"><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Requires </span><i><em style="white-space:pre-wrap;">EITHER</em></i><span style="white-space:pre-wrap;"> a BA/BS degree preferably in Accounting, Finance, or Business </span><i><em style="white-space:pre-wrap;">OR</em></i></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">A minimum of 3 years of relevant work experience in place of a BA/BS degree</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Excellent communication skills, both verbal and written</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Strong Excel skills; familiarity with QuickBooks Online, Salesforce, and Bill.com is a plus</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Highly organized and detail-oriented with the ability to multitask</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Able to apply excellent business acumen and collaborative skills in problem-solving</span></li></ul><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.5;letter-spacing:0.25px;margin:0px;padding:0px;"><br></p><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.5;letter-spacing:0.25px;margin:0px;padding:0px;"><b><strong style="font-size:18pt;white-space:pre-wrap;">We offer: </strong></b></p><ul data-pattern="discCircleSquare" data-depth="1" style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11pt;font-weight:400;margin:8px 0px;line-height:1.6;padding:0px 0px 0px 32px;list-style-type:disc;"><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Generous PTO</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Remote-first culture, with participation in in-person Employee Events</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Travel for Employee Events</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Medical, dental, vision, short- and long-term disability, basic life, and voluntary life</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">401(k) with matching contributions</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">FSAs</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">Continuing education allowance</span></li><li style="margin:4px 0px;font-size:11pt;letter-spacing:0.25px;line-height:1.6;"><span style="white-space:pre-wrap;">The opportunity to make a difference and help build families</span></li></ul><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.5;letter-spacing:0.25px;margin:0px;padding:0px;"><span style="white-space:pre-wrap;">Employment Type: Full Time</span></p><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.5;letter-spacing:0.25px;margin:0px;padding:0px;"><span style="white-space:pre-wrap;">Reports To: Tom Tison, Controller</span></p><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.5;letter-spacing:0.25px;margin:0px;padding:0px;"><br></p><p style="font-family:"Basel Grotesk",Arial,sans-serif;font-size:11.25pt;font-weight:400;line-height:1.5;letter-spacing:0.25px;margin:0px;padding:0px;"><i><em style="white-space:pre-wrap;">ConceiveAbilities is an equal opportunity employer. </em></i></p>
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