Financial Operations Associate

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Operations Associate based in the United States.

As a Financial Operations Associate, you will provide essential bookkeeping, financial operations, administrative, and analytical support to a portfolio of mission-driven clients.

You will help keep financial processes accurate, organized, and efficient across multiple organizations and evolving client needs.

The role combines hands-on accounting responsibilities with client service, relationship management, reporting, budgeting, and special projects.

You will work closely with a Senior Associate while serving as a trusted and proactive partner to clients.

Strong communication and attention to detail will be critical as you manage financial tasks and keep work moving toward completion.

This fully remote opportunity is well suited to someone who enjoys variety, takes initiative, and thrives in a collaborative and changing environment.

You will have the opportunity to contribute your financial expertise to organizations working toward meaningful social and community-focused missions.

Accountabilities:

• Manage day-to-day bookkeeping activities for clients, including bill payments, account reconciliations, expense documentation, supporting documentation, invoicing, accounts receivable, and payroll processing.
• Assist with monthly financial reporting and budgeting, ensuring records are accurate, complete, and aligned with applicable accounting standards.
• Conduct financial analysis to support client decision-making, identify trends, and provide useful insights.
• Help implement, maintain, and improve financial platforms, processes, and workflows based on individual client needs.
• Provide responsive, thoughtful client communication, answering questions, sharing updates, and proactively addressing operational needs.
• Build trusted working relationships with clients through reliable service, clear communication, and a flexible approach.
• Support administrative activities and special projects as needed across the client portfolio.
• Collaborate with senior team members and internal stakeholders to ensure client work is completed accurately and on time.
• Adapt to evolving client requirements and organizational priorities while maintaining high standards of service and attention to detail.
• Take initiative in identifying opportunities to improve processes, resolve issues, and support clients beyond routine responsibilities.
• Perform other operational, financial, administrative, and analytical duties as assigned.

Requirements

• At least 3 years of professional bookkeeping or accounting experience.
• Experience working effectively as part of a remote team.
• Demonstrated ability to provide high-quality customer or client service and develop strong professional relationships.
• Hands-on experience with QuickBooks Online and Microsoft Excel.
• Strong attention to detail, accuracy, organization, and completeness in financial work.
• Willingness to assist with a broad range of operational needs and take ownership of tasks through completion.
• Ability to work effectively in an evolving environment, embrace change, and proactively identify ways to maintain service quality.
• Strong written and verbal communication skills, with the ability to explain financial information clearly and respond thoughtfully to client questions.
• Ability to manage competing priorities while maintaining accuracy and meeting deadlines.
• A collaborative, flexible, and self-directed approach to working with clients and colleagues.
• Preferred: 5 years of bookkeeping or accounting experience and a bachelor’s degree in accounting or a related field.
• Preferred: Working knowledge of GAAP.
• Preferred: Extensive QuickBooks Online and Microsoft Excel experience or relevant certification.
• Preferred: Experience with Google Workspace, Asana, Keeper, and Slack.
• Preferred: Interest in supporting mission-driven organizations and causes such as women's rights, LGBTQ+ rights, climate action, voter protection, immigration reform, healthcare access, and equal rights.
• Candidates must be authorized to work in the United States without current or future visa sponsorship.

Benefits

• Full-time position with an annual salary of $55,000-$65,000, depending on qualifications and experience.
• Monthly home office stipend.
• Fully remote position available from anywhere in the continental United States.
• 3 weeks of accrued paid time off (PTO).
• 13 paid holidays per year.
• Unlimited sick leave.
• Additional paid leave policies, including 12 weeks of parental leave, bereavement leave, voting leave, and blood donation leave.
• Medical, dental, and vision benefits for employees; dependent coverage is available at the employee’s own cost.
• 401(k) plan with pre-tax employee contributions; currently no employer contribution.
• Opportunity to support organizations working toward meaningful social and community-focused missions.
• Collaborative environment with opportunities to work across diverse financial and operational needs.
• Flexibility and variety through exposure to multiple clients, projects, and operational challenges.