About the role

  • FinTech Operations Specialist responsible for client onboarding and support using FinQuery's accounting automation software. Implementing solutions for managing complex financial contracts effectively.

Responsibilities

  • Assist clients with onboarding their data onto our software solutions, including lease portfolios in LeaseQuery and business contracts in FinQuery Contract Management (FCM)
  • Serve as the technical resource to onboard clients into FCM, ensuring they can effectively track all business contracts, prepaids, and accruals
  • Handle Professional Service requests for clients, addressing a range of needs across both LeaseQuery and FCM
  • Consult with CFOs, Controllers, and other accounting staff on tight schedules, guiding customers through best practices according to pertinent accounting standards and contract management protocols
  • Review lease and contract documents and ensure data is accurately entered into the software by our Data Entry team
  • Provide assistance as clients go through the upload data procurement process and uploading data when complete
  • Reconcile account balances, including prepaids and accruals, and advise clients on making needed adjustments
  • Provide product expertise across all areas, including Journal Entries, Reporting, and Data Entry for both LeaseQuery and FCM
  • Perform customer training on all aspects of LeaseQuery and FCM, with a focus on clear, concise explanation
  • Understand and guide customers through best practices according to pertinent accounting standards and contract management protocols
  • Communicate across multiple teams and customers to ensure timely delivery of fast-paced, complex financial projects
  • Conduct all business in accordance with FinQuery policies and procedures

Requirements

  • Working knowledge of the lease accounting guidelines (ASC 842, IFRS 16, GASB 87, and GASB 96)
  • Understanding of contract lifecycle management concepts and the accounting treatment for prepaids and accruals
  • Ability to adapt to changes in roles and responsibilities and working independently with limited direction in a fast-paced environment
  • Must have strong organizational skills and be detail-oriented
  • Strong written and verbal communication skills
  • Advanced customer service skills
  • Proficient with Salesforce, MS Office, and G-Suite

Benefits

  • Annual employee development program stipend of $2,000 for each employee
  • Mentorship program (available immediately)
  • Sabbatical program (4 weeks after 5 years of service)
  • Advancement opportunities based on results, not politics
  • 401(k) plan with employer matching
  • Signing stipend for a work-from-home setup
  • Great health benefits with multiple plan options
  • Flexible PTO (including 11 holidays and your birthday off)
  • Free gym membership at our office (Atlanta HQ)
  • Casual dress environment (when in office)
  • Catered lunches every Tuesday & Thursday (when in office)
  • Parental Leave Benefits
  • Fertility/Adoption Assistance
  • Annual tutoring stipend for your children

Job title

FinTech Operations Specialist

Job type

Experience level

Mid levelSenior

Salary

$59,584 - $105,403 per year

Degree requirement

Bachelor's Degree

Location requirements

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