Financial & Operations Specialist (US - Based Digital Marketing Company)

Job Description

Work Arrangement: Remote

Work Schedule: Monday to Friday, 9:00 AM - 6:00 PM EST

Job Type: Full-time

Holiday Adherence: US Holidays

PTO Entitlement: 14 days PTO + public holidays and sick leave

Salary: Competitive, based on experience

About Pearl Talent

Pearl Talent connects the top 1% of global candidates with leading startups in the US and EU. Partnering with companies backed by OpenAI, a16z, and Founders Fund, Pearl fosters career growth with opportunities for promotions and global engagements.

About the Company

The company is a LinkedIn growth partner specializing in ROI-focused ghostwriting and management services for founders and executives. Their goal is to enhance clients' online presence, positioning them as industry thought leaders to attract investors, form strategic partnerships, and reduce customer acquisition costs. By aligning clients' profiles with their brand vision and crafting compelling narratives, the company transforms online reputations into valuable business opportunities.

Role Overview

The Finance & Operations Specialist will manage critical financial processes and backend operations to ensure the company’s financial health and operational efficiency. This role requires acute attention to detail, proactive problem-solving skills, and the ability to thrive in a high-growth, fast-paced environment.

Key Responsibilities

Financial Management:

• Prepare, send, and track invoices to clients.
• Organize and maintain financial records using QuickBooks or similar tools.
• Monitor payments and ensure timely reconciliation.

Backend Operations:

• Oversee the onboarding process by sending and managing contracts for new hires and clients.
• Streamline administrative and financial workflows for backend operations.
• Provide structured updates and maintain comprehensive reporting systems.

Process Improvement:

• Identify opportunities for optimizing financial and operational processes.
• Proactively address workflow inefficiencies and implement solutions.

Requirements

Must-Haves:

• Minimum 3 years of experience in finance and backend operations.
• Proficiency with QuickBooks and similar financial tools.
• Strong organizational skills and acute attention to detail.
• Experience in an agency environment with a proven track record.
• Exceptional communication skills, focusing on responsiveness and clarity.

Nice-to-Haves:

• Experience in a high-growth startup environment.
• Familiarity with contract management tools like DocuSign.
• Strong problem-solving skills and a proactive mindset.
• Hyper-organized with a knack for optimizing workflows.

Benefits

Why Join Us?

• Growth Opportunities: Thrive in a fast-paced, innovative environment.
• Work-Life Balance: Remote work arrangement with a structured schedule.
• Professional Development: Gain exposure to cutting-edge tools and global career growth opportunities.
• Competitive Compensation: Be rewarded for your expertise and contributions.

Tools & Communication Channels

• Financial Tools: QuickBooks, spreadsheets, Stripe
• Communication Tools: Slack, Microsoft Teams, Email
• Project Management Tools: Asana, Trello
• Contract Management: DocuSign

Join us in making an impact and helping the company grow by leaps and bounds!