Finance Assistant - Remote

Overview

The Finance Assistant plays a critical role in ensuring the seamless operation of Aptitude 8’s internal systems, processes, and financial platforms. This position supports the organization through the timely execution of financial and operational business processes and collaborating with the Business Operations Manager to optimize efficiency. The role focuses on managing accounts receivable and payable, assisting with financial reporting, and supporting operational functions to maintain organizational flow and health.

In Short

• Maintaining healthy cash flow through timely invoicing, client payment application, and proactive collections.
• Managing vendor payments and transaction records to ensure accuracy and efficiency.
• Supporting accurate financial reporting via timely reconciliation of bank and credit card accounts in preparation for month-end close.
• Updating account and billing contacts.
• Executing ACH transactions.
• Managing collections and external communications with clients.
• Performing transaction matching and reconciliations.
• Preparing financial reports.
• Closing out financials at the end of the month.
• Making updates to reports and dashboards for various departments.

Requirements

• Intermediate knowledge of Salesforce (dashboard creation, reporting, custom fields).
• Experience with accounting systems such as QuickBooks or AccountingSeed.
• Familiarity with financial processes like AP/AR, general ledger, and profit & loss reporting.
• Highly organized with the ability to manage multiple tasks and projects.
• Strong problem-solving and critical thinking skills.
• Effective communicator who can collaborate across levels and departments.
• Solutions- and operations-oriented mindset.
• Eager to learn, improve processes, and iterate for efficiency.

Benefits

• Work in a fast-paced, collaborative environment.
• Opportunity to solve problems and optimize processes.
• Engage in diverse financial tasks.
• Contribute to the success of high-growth companies.
• Learn new tools and systems.