Finance Systems Specialist

Whitestone

1d•$80,000 - $90,000•Remote

About The Position

The Finance Systems Specialist supports the configuration, administration, and daily enablement of Finance systems and workflows. This role keeps finance tools organized, users supported, documentation current, and recurring processes streamlined, helping prevent siloed knowledge and ensuring consistency. This role plays a key part in helping Whitestone scale by turning finance systems into reliable, well-documented, and easy-to-use tools for the broader organization. It partners closely with Operations, and external vendors to reduce manual work, improve visibility, and ensure systems evolve alongside the business. This role also supports the Executive Director of Finance as the company’s financial needs continue to evolve.

Requirements

3+ years in finance systems support, accounting operations support, or business systems administration
Comfort with finance workflows and controls (AP, AR, close fundamentals)
Excellent organization, documentation, and follow-through

Nice To Haves

Experience with multi-entity companies and/or acquisitions
Knowledge of global finance and accounting systems
Familiarity with reporting tools (Fathom, Zoho Analytics, AI)

Responsibilities

Administer core finance platforms (e.g., QBO, Fathom, Avalara, Commonsku-related finance workflows, Chaser, ect.)
Manage user access, roles/permissions, and basic configuration updates
Support issue triage: diagnose workflow/system problems, coordinate with vendors, track resolution
Maintain consistent master data hygiene, including client setup standards, coding rules, entity tags as applicable
Maintain finance SOPs, checklists, and process maps
Support month-end readiness by keeping templates, schedules, and supporting trackers updated
Build and maintain “how-to” guides and training resources for the Finance team (including offshore users)
Help standardize recurring processes to reduce manual work and errors
Assist with report refreshes, schedule automation, and dataset integrity checks
Validate key process outputs (tie-outs, exception lists, variance flags) and route issues to owners
Support implementation and upkeep of dashboards and recurring KPI views
Coordinate system vendors and help document integration requirements and testing steps
Support acquisition onboarding tasks including user setup, process documentation, basic system readiness checklists

Benefits

Comprehensive medical, dental, and vision benefits, plus a monthly fitness stipend so your health goals don’t take a back seat.
A competitive salary with performance-based bonuses and a 401(k) match of up to 4%—because your long-term success matters to us.
Various time off programs and seasonal office closures so you can recharge. Plus, Summer Fridays to make the most of the season.
Generous parental leave for growing families, and a 5-Year Service Trip to celebrate your journey with us.
Company retreats, team events, and VTO (Volunteer Time Off) so you can bond with colleagues and give back to causes you care about.
Top-tier gear (Mac desktop or laptop) and a home office stipend to create a workspace that inspires you.
Inclusive, collaborative, progressive—and actually fun. You’ll be surrounded by teammates who want you to thrive, not just survive.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume