Finance Assistant

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Posted Aug 20, 2026

Remote · US Full Time

$43K – $68K/yr

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Overview

This Finance Assistant role supports customer communication and service operations by helping maintain accurate financial records, performing reconciliations, and handling exceptions. Work is expected to be traceable—showing the source used, what changed, what remains open, and who owns the next action.

Responsibilities

Maintain audit-ready documentation that remains traceable across customer communication, contact-center support, outreach, quality, workforce, communications, and service operations.
Protect confidential account information and ensure documentation remains traceable.
Review financial inputs against supporting records to ensure accuracy.
Reconcile discrepancies before reporting or processing.
Track unresolved financial exceptions and ensure they have owners.

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Success Criteria

Success means financial records, reconciliation, and exception handling remain usable under the demands of customer communication and service operations. Repeated errors should become visible, exceptions should have owners, and another authorized teammate should be able to verify the work state without reconstructing its history.

Requirements

Use Document Review confidently to support customer communication, contact-center support, outreach, quality, workforce, communications, and service operations.
Follow a finance-focused, assistance-centered workflow without losing track of evidence, owners, or deadlines.
Document customer communication reporting decisions clearly enough for another teammate to follow the reasoning.
Use sound judgment around Payment Tracking, especially when escalation is needed rather than assumption.