Manage revenue and payment trackers, record and reconcile revenue, issue invoices, support forecasting and financial analysis, follow up on overdue payments, identify process improvements, and collaborate with finance and partnership teams on ad hoc projects.
Top skills:
- Financial Analysis
- Systems Administration
- Budget Forecasting
Schedule: Fully onsite
We are seeking a detail-oriented and proactive Financial Operations Specialist to join our Strategy and Business Operations team. In this role, you will be responsible for managing the financial operations process. You will play a key role in managing revenue reports, tracking payment statues, and recording revenue in our systems. Your work will contribute to the smooth operation of our SPG group and the overall financial health of the organization.
Job Responsibilities:
- Financial Operations Management/Forecasting
- Manage and update the revenue/payment tracker, maintaining a detailed history of revenue amounts and payment statuses
- Support forecasting processes by analyzing data trends
- Create and issue accurate invoices according to internal policies
- Ensure all invoices are aligned with the revenue data and are processed in a timely manner
- Record revenue accurately in the system, ensuring that all entries are aligned with the revenue reports and financial policies
- Monitor accounts to identify outstanding payments and follow up on overdue payments
- Reconcile accounts receivable balances to ensure accuracy
- Process Improvement
- Identify and implement improvements to streamline invoicing and revenue recording processes
- Assist in the development and implementation of financial operations processes
- Collaboration
- Work closely with the finance teams and the service partnership management team to ensure accurate and timely revenue reporting/payment
- Support the Financial Operations Manager with ad hoc financial projects and analysis
Skills:
- Strong attention to detail and organization skills
- Proficient in financial software and MS Offices, particularly Excel
- Demonstrated ability to support forecasting processes, including analyzing historical data and identifying key trends for actionable insights
- Quick grasp and adapt to the structure of operational trackers and tools to ensure seamless workflow integration
- Ability to work independently and manage multiple tasks simultaneously
- Excellent communication and interpersonal skills
- Bilingual preferred – English and Korean
Education/Experience:
- Bachelor’s degree required in Operations, Business or a related field.
- 4-6 years financial and/or accounting experience required.
Brighttail Sunnyvale, California, USA Office
100 S Murphy Ave, Sunnyvale, CA, United States
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