FinTech Operations Specialist

How You'll Make an Impact:

Assist clients with onboarding their data onto our software solutions, including lease portfolios in LeaseQuery and business contracts in FinQuery Contract Management (FCM).
Serve as the technical resource to onboard clients into FCM, ensuring they can effectively track all business contracts, prepaids, and accruals.
Handle Professional Service requests for clients, addressing a range of needs across both LeaseQuery and FCM.
Consult with CFOs, Controllers, and other accounting staff on tight schedules, guiding customers through best practices according to pertinent accounting standards and contract management protocols.
Review lease and contract documents and ensure data is accurately entered into the software by our Data Entry team.
Provide assistance as clients go through the upload data procurement process and uploading data when complete.
Reconcile account balances, including prepaids and accruals, and advise clients on making needed adjustments.
Provide product expertise across all areas, including Journal Entries, Reporting, and Data Entry for both LeaseQuery and FCM.
Perform customer training on all aspects of LeaseQuery and FCM, with a focus on clear, concise explanation.
Understand and guide customers through best practices according to pertinent accounting standards and contract management protocols.
Communicate across multiple teams and customers to ensure timely delivery of fast-paced, complex financial projects.
Conduct all business in accordance with FinQuery policies and procedures.

The Expertise You'll Bring:

Working knowledge of the 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 adapt to changes in roles and responsibilities and working independently with limited direction in a fast-paced environment.
Must have strong organizational skills and be detail oriented.
Strong written and verbal communication skills.
Advanced customer service skills.
Proficient with Salesforce, MS Office, and G-Suite.
Bonus Points If You Have:
4-year degree in Accounting/Finance or equivalent experience
1-3 years of combined experience in accounting/finance AND customer-facing/client service roles.

For Your Growth & Career:

For Your Financial Well-being:

For Your Health & Wellness:

For Your Family & Life:

Originally posted on Himalayas