Finance Operations Associate

ConceiveAbilities • Chicago, IL

2d • Remote

About The Position

As a Finance Operations Associate, your primary focus is to oversee all financial activities related to clients, such as invoicing, bill payments, escrow management, and financial audits for client "journeys." Additionally, this position will support Accounts Payable for ConceiveAbilities and contribute to various financial reporting tasks.

Requirements

• BA/BS degree preferably in Accounting, Finance, or Business OR a minimum of 3 years of relevant work experience in place of a BA/BS degree
• Excellent communication skills, both verbal and written
• Strong Excel skills
• Highly organized and detail-oriented with the ability to multitask
• Able to apply excellent business acumen and collaborative skills in problem-solving

Nice To Haves

• Familiarity with QuickBooks Online, Salesforce, and Bill.com

Responsibilities

• Structure work in support of client-facing processes, building and maintaining measurable tasks, checklists and KPIs
• Liaise with ConceiveAbilities clients and vendors to actively manage and complete financial tasks and requests related to business operations
• Issue precise client invoices, handle bills, and process payments aligned with customer journeys
• Regularly audit client escrow accounts
• Collaborate with internal teams (Sales, Legal, Operations) to prioritize tasks and resolve customer-facing issues promptly, delivering exceptional client service at all times
• Assist, as necessary, with month- and year-end close, annual audit support, and certain federal, state, and municipal filings
• Provide ad-hoc analytical support to assist management with company-wide initiatives and strategies
• Cross-train with other financial team members

Benefits

• Generous PTO
• Remote-first culture, with participation in in-person Employee Events
• Travel for Employee Events
• Medical, dental, vision, short- and long-term disability, basic life, and voluntary life
• 401(k) with matching contributions
• FSAs
• Continuing education allowance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level