Offer summary

Qualifications:

2–4 years of experience in finance, sales operations, or administrative roles., Proficient in Excel/Google Sheets, including formulas and pivot tables., Detail-oriented and organized, with strong follow-up skills., Ability to handle sensitive information with discretion and professionalism..

Key responsibilities:

Allocate incoming funds and expense receivables in internal systems accurately.

Generate and maintain daily commission and call reports for sales representatives.

Process lead refunds for invalid or poor-quality leads.

Monitor shared inboxes for supplier invoices and task-related emails.

Job description

Job Title: Financial Operations Assistant
Location: Remote
Type: Full-Time
Time Zone: EST

About the Role

We’re looking for a detail-oriented and proactive Financial Operations Assistant to support our finance, sales, and administrative functions. You’ll be responsible for managing receivables, generating daily reports, handling commission tracking, processing lead refunds, and ensuring follow-up on tasks across departments. If you're someone who thrives in a fast-paced environment and enjoys bringing order to operations, this role is for you.

Key Responsibilities

Allocate incoming funds and expense receivables in internal systems accurately and promptly
Generate and maintain daily commission and call reports for sales representatives
Process lead refunds for invalid or poor-quality leads
Monitor shared inboxes for supplier invoices, task-related emails, or action items
Track tasks and ensure follow-through by the appropriate team member
Support ongoing financial workflows, including invoicing and data entry
Maintain up-to-date and clean records using spreadsheets and other systems
Assist with various administrative and operational tasks as needed
Identify process issues or discrepancies and proactively escalate or resolve them

Why You're a Perfect Fit

You have 2–4 years of experience in finance, sales operations, or administrative roles
You're proficient in Excel/Google Sheets (you know your way around formulas and pivot tables)
You’re extremely detail-oriented and organized — nothing slips past you
You’re great at following up, keeping things on track, and ensuring nothing falls through the cracks
You can handle sensitive information with discretion and professionalism
You work well independently but aren’t afraid to collaborate or ask questions
Experience with CRMs or accounting software is a bonus (Salesforce, HubSpot, QuickBooks, etc.)

What Does a Typical Day Look Like?

Check inboxes and triage emails related to invoices, refunds, and task assignments
Generate and distribute daily commission and call reports to the sales team
Process any lead refund requests based on reported issues
Enter receivables and allocate funds in internal systems
Update and manage reporting spreadsheets
Coordinate with team members to ensure open items are being followed up on
Tackle miscellaneous admin tasks or support requests as they arise
Flag issues or discrepancies to relevant stakeholders

Interview Process

Zoom Interview: An initial interview to get to know you and your skill set better.
Final Interview: Meet with the client to discuss the role, your experience, and how we work
Offer & Onboarding: If it’s a great fit on both sides — welcome aboard!

Apply Now

If this sounds like a role you’d thrive in, we’d love to hear from you! Click Apply and submit your resume along with a short note about why you’re a great fit for the Financial Operations Assistant position.

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