Finance Operations, Associate jobs in United States
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Capstone · 23 hours ago

Finance Operations, Associate

Capstone is a professional services company seeking a Finance Operations Associate to enhance their finance operations. The role involves managing accounts payable, expense management, and accounting tasks while ensuring operational excellence and data accuracy.

AdviceProfessional Services
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Work & Life Balance

Responsibilities

Manage full-cycle AP, including vendor onboarding, invoice processing, and payment runs via Bill.com
Manage our expense platform, Navan, and ensure accurate GL coding and policy compliance
Build and manage vendor and employee relationships with professionalism, timeliness, and accuracy
Manage operational request forms (conferences, subscriptions, professional development) to ensure proper approvals and budget alignment
Track and reconcile sales commissions
Assist with 1099 and global vendor tax documentation
Enter and maintain financial data within the ERP system, ensuring accuracy and completeness
Prepare accounting schedules, reconciliations and reports, including prepaid and accrued expenses, amortization, COGS and timesheet
Create and manage broader financial reports, dashboards, and ad-hoc analyses
Partner with business and data owners across departments to ensure accurate, timely operational data and improve accountability
Design and implement standardized, repeatable processes
Create and maintain process documentation, SOPs, and checklists
Partner with stakeholders to simplify, automate, or eliminate manual steps
Monitor process performance and continuously improve accuracy and efficiency

Qualification

AccountingGAAPAccounts PayableMicrosoft ExcelERP SystemsAnalytical SkillsCommunication SkillsProblem-Solving

Required

Bachelor's degree in Accounting, Finance, or a related field
Minimum 1 year of full-time experience in accounting, accounts payable, or finance operations
Solid understanding of GAAP and accrual-based accounting principles
Strong analytical, problem-solving, and reconciliation skills
High attention to detail with the ability to manage multiple priorities and maintain accuracy under deadlines
Clear, professional communication and interpersonal skills, including the ability to explain financial information and resolve issues calmly and effectively
Strong proficiency in Microsoft Excel and Outlook, with comfort working in financial and ERP systems
Demonstrated ownership mindset, taking responsibility for work through completion and ensuring issues are fully resolved and documented

Company

Capstone

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Capstone is a policy analysis and regulatory due diligence firm.