Business Operations Specialist – Financial Operations

Goldstone Partners, Inc.•Lakewood, CO

6d•$80,000 - $90,000•Onsite

About The Position

Phase Change Software is seeking a Business Operations Specialist to join their team. This role will play an integral part in the company's financial operations, ensuring accurate bookkeeping and timely month-end close. Beyond financial duties, the specialist will coordinate special projects such as corporate governance and investor documentation, and contribute to various business areas as new priorities arise. The ideal candidate will have over 5 years of experience in accounting, bookkeeping, or financial operations within a fast-paced, technology-driven environment. This position offers variety, opportunities to improve processes, and the chance to be part of a small, collaborative team.

Requirements

Bachelor's degree or equivalent professional experience
5+ years in accounting, bookkeeping, or financial operations in a technology-driven, corporate, or professional services environment
Working knowledge of Intacct or a comparable accounting platform, Intacct strongly preferred
Familiarity with equity administration tools such as Carta - reconciling cap table activity against financial records is a plus
Exposure to legal operations, contract management, or data room administration
Advanced Microsoft 365 skills with the ability to leverage Excel, SharePoint, Teams, and other productivity tools to improve how work gets done
Hands-on experience using AI and automation to streamline workflows and improve business processes
Strong organizational and project coordination skills with the ability to manage multiple priorities and keep initiatives moving
Analytical mindset with excellent attention to detail and a natural curiosity for solving problems
Professional communicator who works effectively with employees, vendors, investors, and outside counsel
Resourceful, self-directed professional who takes ownership, asks thoughtful questions, and adapts as priorities evolve

Nice To Haves

Reconciling cap table activity against financial records is a plus
You don't need to be a paralegal, but you shouldn't be starting from zero

Responsibilities

Managing A/P, A/R, payroll coordination, and month-end close activities
Reconciling accounts and maintaining accurate financial records in Intacct
Tracking equity activity between Carta and Intacct, including the investment tracker
Overseeing the Box virtual data room for corporate books, investment documents, and due diligence materials
Coordinating vendor and legal contract workflows with outside counsel, including equity administration vendor onboarding and investment paperwork for the current funding round
Contributing to C Corp conversion, governance documentation, and other company-level projects as they arise
Managing vendor relationships, subscriptions, office operations, and day-to-day administrative activities
Identifying opportunities to improve efficiency by using AI, automation, and better business processes
Jumping in wherever needed to help the business move forward