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Finance Operations Associate

Finance Operations Associate

CompanyFoursquare
LocationChicago, IL, USA, New York, NY, USA
Salary$60000 – $75000
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior

Requirements

  • Bachelors degree in Finance or related field
  • Salesforce Experience: Prior experience with Salesforce is essential, with familiarity in managing and maintaining opportunity data.
  • Proficiency in Excel / Google Sheets: Strong skills in Excel and Google Sheets for data tracking, analysis, and reporting.
  • Expert Level of Attention to Detail: Ability to manage and review large volumes of data while ensuring accuracy.
  • Critical Thinking and Problem Solving: Adept at identifying issues, evaluating options, and implementing solutions efficiently.
  • Highly-Motivated: Takes initiative, proactively identifies areas for improvement, and works to resolve issues independently.
  • Agility and Adaptability: Comfortable working in a dynamic environment with shifting priorities and multiple deadlines.
  • Strong written and verbal communication skills
  • 1-2 years of experience in a Finance Operations or related role
  • Proficiency in NetSuite, Tableau & Excel (including VLOOKUP & Pivot Tables)

Responsibilities

  • Maintain Salesforce Data: Ensure accuracy of opportunity records in Salesforce, including revenue details, contract terms, and status updates
  • Collaborate with Internal & External clients: Work closely with internal and external teams to collect impression actual data, follow up on missing or incomplete information, and maintain accurate records
  • Address Billing Issues: Collaborate with internal teams to troubleshoot and resolve billing discrepancies, ensuring customer satisfaction and alignment with company policies
  • Resolve Salesforce tickets: Manage Salesforce case queue and resolve requests within SLAs

Preferred Qualifications

    No preferred qualifications provided.