FinTech Operations Specialist

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Support clients in integrating their data into our software solutions, including managing lease portfolios in LeaseQuery and business contracts within FinQuery Contract Management (FCM).

• Act as the technical expert for client onboarding into FCM, ensuring effective tracking of all business contracts, prepaids, and accruals.

• Manage Professional Service requests from clients, addressing diverse needs across both LeaseQuery and FCM.

• Collaborate with CFOs, Controllers, and other accounting personnel on tight deadlines, guiding customers through best practices in line with relevant accounting standards and contract management protocols.

• Examine lease and contract documents to ensure accurate data entry by our Data Entry team into the software.

• Assist clients throughout the data upload procurement process and facilitate data uploads upon completion.

• Reconcile account balances, including prepaids and accruals, and provide clients with advice on necessary adjustments.

• Offer product knowledge across all areas, such as Journal Entries, Reporting, and Data Entry for both LeaseQuery and FCM.

• Conduct customer training covering all aspects of LeaseQuery and FCM, emphasizing clear and concise explanations.

• Guide clients through best practices in accordance with relevant accounting standards and contract management protocols.

• Interact with multiple teams and clients to ensure the prompt delivery of fast-paced, complex financial projects.

• Conduct all business activities in alignment with FinQuery's policies and procedures.

⛳️ Requirements

• Familiarity with 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 adjust to changes in roles and responsibilities while working independently with minimal supervision in a fast-paced environment.

• Strong organizational skills and attention to detail are essential.

• Excellent written and verbal communication skills.

• Advanced customer service abilities.

• Proficient in Salesforce, MS Office, and G-Suite.

• A 4-year degree in Accounting/Finance or equivalent experience is a plus.

• 1-3 years of combined experience in accounting/finance and customer-facing/client service roles is a bonus.

🏝️ Benefits

• Annual employee development program stipend of $1,000 for each employee.

• Access to a mentorship program.

• A sabbatical program offering 4 weeks of leave after 5 years of service.

• Opportunities for advancement based on performance.

• Signing stipend for remote work setup.

• Paid Time Off.

• Parental Leave Benefits.

• Assistance for Fertility/Adoption.

• Annual tutoring stipend for your children.