Agency Operations & Finance Analyst

Overview

This role supports the agency’s operations and finance functions, helping ensure payroll, bookkeeping, time tracking, and month-end processes run accurately and on schedule. Reporting to the Vice President of People and Business Operations, you’ll also help strengthen reporting reliability by maintaining clean data and improving operational workflows over time.

Responsibilities

• Month-End Close and Reporting
  • Own the month-end close process
  • Audit company spending
  • Prepare monthly client reporting, productivity reports, and revenue and FTE tracking
• Payroll and Bookkeeping
  • Process bi-weekly payroll
  • Code and record expenses
  • Manage accounts payable and accounts receivable
• Time Tracking and Project Data Management
  • Monitor daily time entries
  • Review timesheets weekly for accuracy
  • Maintain internal projects, custom fields, and values in Wrike to keep reporting data clean and consistent
• People Operations Support
  • Coordinate recruiting and onboarding
  • Maintain employee records and paperwork
  • Support leadership with benefits administration and compensation reporting
• Analysis and Planning Support
  • Partner with leadership on revenue and capacity forecasting
  • Support salary research and pay band evaluation
  • Assist with career path frameworks
• Office and Team Support
  • Manage office and technology purchasing and setup
  • Help plan team events and celebrations
• Quality Control and Confidentiality
  • Ensure accuracy across payroll, financial records, and reporting
  • Maintain confidentiality and data security

Requirements & Qualifications

• Professional Experience: At least 2 to 3 years of experience in finance operations, including independently running payroll, accounts payable, accounts receivable, and month-end close using standard accounting software
• People Experience: Prior experience working directly with employees or clients (e.g., HR, payroll, office management, or client service)
• Attention to Detail: Track record of accurate, well-organized work, including catching errors in financial records and spotting patterns in reports
• Operational Mindset: Hands-on experience improving business operations or resource management (e.g., streamlining processes, tracking capacity, or improving workflows)
• Soft Skills: High emotional and social intelligence; strong written and verbal communication; sound judgment about when to escalate
• Spreadsheet Skills: Proficiency in Google Sheets, including lookup formulas (VLOOKUP, XLOOKUP), SUMIFS, conditional formatting, and data validation
• Technical Proficiency: Strong skills within Google Workspace (Gmail, Chat, Calendar, Sheets, Slides)

Preferred Qualifications

• Agency Experience: Prior agency or professional services experience
• HR Administration: Working knowledge of employee records, benefits, and onboarding
• Project Management Tools: Experience in Wrike or similar project management platforms
• Google Apps Script: Experience writing or editing Apps Script to automate tasks in Google Sheets
• AI Tools: Hands-on experience using AI tools such as Claude in daily work

Compensation & Benefits

• Annual Salary: $58,000 - $68,000 (Full-Time, Salaried). Please ensure your salary requirements fall within this range before applying.
• Extra Rewards: Potential for an annual bonus and performance-based spot bonuses throughout the year
• Work Schedule: Standard 40-hour workweek, with flexibility centered around core hours
• Remote Flexibility: Fully remote, with access to an office space in downtown Rochester, NY for local employees
• Paid Time Off: People-first PTO policies, including flexible holidays, floating PTO, agency-wide summer and winter breaks, additional holiday closings, and more
• Health & Other Benefits: Comprehensive health insurance (medical, dental, and vision, with a 100% employer-sponsored option), 100% employer-sponsored disability and life insurance, generous 401(k) match, and more

Location

Rochester, NY (remote role with an office space available for local employees in downtown Rochester, NY)

Hiring Process

Finalists will be asked to complete a short skills exercise designed to take about an hour to demonstrate how you approach work in this role.

Equal Opportunity Employer

The organization is an Equal Opportunity Employer and provides reasonable accommodations for applicants with disabilities.

About the Application Process

If a reasonable accommodation is needed to participate in the job application or interview process, please request accommodations as part of the process.