
Key Role: Finance and Operations Assistant
1 day ago
The role of an administrative assistant plays a vital part in supporting core financial, HR, and administrative functions. This high-trust position requires a highly dependable and experienced individual who can handle sensitive information with discretion and accuracy.
Main Responsibilities:- Financial Management
- Manage multiple bank and credit card accounts by initiating payments and reconciling transactions on a monthly basis.
- Coordinate with internal stakeholders to ensure accurate documentation and timely expense reimbursements.
- Maintain records and transaction details for future reference.
- Accounts Payable and Bill Payment
- Oversee the day-to-day management of Bill.com, including invoice entry, coding, approvals, and payment execution.
- Communicate directly with vendors to confirm payment timing, request documentation, and resolve discrepancies.
- Track aging payables and flag overdue items or potential payment risks.
- Payroll Processing
- Run biweekly payroll for employees and contractors using Gusto, ensuring timely and accurate payment.
- Manage bonuses, commissions, and contractor disbursements in coordination with department leads.
- Maintain payroll records and documentation in accordance with compliance standards.
- Bookkeeping and Financial Administration
- Enter and categorize transactions in QuickBooks and/or Finaloop to maintain accurate records.
- Assist with monthly close tasks in coordination with the finance team.
- Support cross-system reconciliation across bank accounts, Bill.com, Gusto, and internal records.
- Tax Compliance and Support
- File sales tax returns accurately and on time across applicable states.
- Coordinate with the CPA to support sales tax compliance and respond to documentation requests.
- Organize and maintain tax-related records to support annual filings and audits.
- Employee Onboarding and Support
- Set up new employee and contractor accounts across Google Workspace, Slack, Gusto, and other internal platforms.
- Prepare and maintain onboarding materials, including welcome packets, policies, and documentation checklists.
- Coordinate with department leads to ensure smooth onboarding and system access.
- General Operations and Administrative Support
- Assist with scheduling internal meetings, vendor calls, and other logistics as needed by the leadership team.
- Maintain organized shared drives, folders, and documentation systems.
- Draft SOPs and internal process documentation related to the role's responsibilities.
- 3-5 years of experience in administrative, finance, or operations support roles.
- Proven ability to handle sensitive financial and HR information with discretion and accuracy.
- Self-starter with a systems mindset who can build, refine, and own repeatable workflows.
- Highly organized, dependable, and proactive in identifying and solving problems.
- Strong English written and verbal communication skills across teams and external partners.
- Comfortable working in a remote environment across time zones.
- Experience with tools such as QuickBooks, Gusto, Finaloop, Bill.com, Google Workspace, and Excel/Sheets.
- Familiarity with sales tax filings, payroll processes, and vendor management is a plus.
A supportive work environment that fosters growth and development.
Contact Us:For more information about this role, please reach out to us.
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