
Operations Support Specialist
3 days ago
This role provides critical support to various business functions, ensuring seamless day-to-day operations. As an Operations Support Specialist, you will be responsible for handling tasks across banking, payroll, bill pay, and tax documentation, while also assisting with onboarding and internal coordination.
Key Responsibilities:- Initiate and track payments across multiple bank and credit card accounts
- Reconcile monthly credit card transactions and maintain up-to-date records
- Manage expense reimbursements and coordinate with internal stakeholders
- Maintain accurate documentation and ensure transaction details are well organized and accessible
- Own 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 (e.g. W-9s), and resolve discrepancies
- Track aging payables and flag overdue items or payment risks
- Ensure all bill pay activity is properly documented and aligned with internal approval workflows
- Run biweekly payroll in Gusto for employees and contractors, 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
- Prepare payroll reports and support audits or reporting requests as needed
- 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
- Maintain organized financial documentation to support reporting and compliance
- 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
- Prepare and submit documentation needed for year-end tax prep in coordination with the CPA
- 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
- Support internal tracking of onboarding progress and documentation status
- 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
- Support ad hoc administrative needs across operations, finance, HR, marketing and general business functions and projects
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