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FinQuery, Formerly LeaseQuery · 1 month ago

FinTech Operations Specialist

Atlanta, GA

Full-time

Hybrid

Entry, Mid Level

$60K/yr - $105K/yr

1+ years exp

FinQuery is an AI-powered contract management and accounting automation company trusted by over 8,000 organizations worldwide. The FinTech Operations Specialist is a critical, client-facing role responsible for the successful implementation and ongoing support of FinQuery’s product suite, assisting clients with onboarding and ensuring effective tracking of business contracts and financial data.

AccountingFinancial ServicesFinTechLeasingSoftware

Responsibilities

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

Qualification

Lease accounting guidelinesContract lifecycle managementSalesforceMS OfficeG-SuiteCustomer serviceOrganizational skillsCommunication skillsDetail oriented

Required

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

Preferred

4-year degree in Accounting/Finance or equivalent experience

1-3 years of combined experience in accounting/finance AND customer-facing/client service roles

Benefits

Annual employee development program stipend of $2,000 for each employee

Mentorship program (available immediately)

Sabbatical program (4 weeks after 5 years of service)

Advancement opportunities based on results, not politics

401(k) plan with employer matching

Signing stipend for a work-from-home setup

Great health benefits with multiple plan option

Flexible PTO (including 11 holidays and your birthday off)

Free gym membership at our office (Atlanta HQ)

Casual dress environment (when in office)

Catered lunches every Tuesday & Thursday (when in office)

Parental Leave Benefits

Fertility/Adoption Assistance

Annual tutoring stipend for your children

Company

FinQuery, Formerly LeaseQuery

Glassdoor3.7

👋 Hey there, we're FinQuery! Need to simplify your lease accounting, automate those prepaid and accrual entries, or get a handle on all your contracts? We've got you covered! FinQuery is an AI-powered accounting automation and contract management platform built for accounting and finance teams – just like yours.

Founded in 2011

Atlanta, Georgia, USA

201-500 employees