Financial Operations Specialist

Overview

This Financial Operations Specialist role facilitates smooth B2B transactions in a fintech business model. You will work closely with the Supplier Success team, Funding/Trading and Payment Operations, Technical/Engineering, Product Development, and customers to help ensure delivery of services to internal and external customers and partners.

Responsibilities

• Work directly with suppliers, buyers, and finance partners to resolve issues related to early payments and payments; ensure effective internal/external communication and drive issue resolution
• Partner with Supplier Success and Sales to ensure new suppliers are onboarded into the platform seamlessly
• Take ownership of issues end-to-end: maintain an issue queue and own each issue until resolution
• Perform critical problem-solving when payment or processing fails—identify where/how it is broken and propose resolution options
• Connect current issues to historical system/process events (e.g., how today’s new issue relates to something that occurred in the system or process 3 months ago)
• Conduct root-cause analysis
• Triage incoming issues and prioritize accordingly

Requirements

• Strong interpersonal, communication, and customer service skills
• Ability to communicate complex findings and ideas in plain language
• Ability to empathize with customers
• Ability to change direction quickly, juggle time-sensitive priorities, and evaluate trade-offs
• Enjoys discovering and solving problems
• Good analytical, critical thinking, and problem-solving abilities
• Resourceful/proactive approach to learning the role

Preferred Qualifications

• Degree in accounting, finance, economics, or business/related field
• Excel experience (e.g., Vlookup, Index Match, Pivot Tables)
• Experience in finance, financial services, accounting, trade finance, supply chain finance, payments, or FinTech
• SAP or other ERP ecosystem experience
• Experience with Salesforce or other CRM systems
• SQL and relational database experience
• Experience in customer service or client relationship management
• Experience working within a global team

Compensation & Benefits

• Flexible work schedule
• Remote-friendly environment
• Comprehensive insurance coverage (Medical, Dental, Vision, Life)
• Comprehensive PTO structure (PTO, Sick Leave, Bereavement)
• Global Parental Leave
• Company issued equipment (laptop, monitor, etc.)
• 401k with match
• Career Development/Pathing
• EAP Program/Mental Health Advocacy
• Supportive work culture

Pay Transparency

• Estimated annualized base salary range: $70,000.00 - $75,000.00
• Actual compensation will be determined by factors including skills, depth of experience, qualifications, and geographic location.

Location

• Not specified in the posting.