Financial Operations Specialist

MOVE Your Business is proud to represent our client, a U.S.-based benefits technology company that helps employers improve employee financial wellness through education and student loan benefits. Their platform supports tuition assistance, reimbursement, and student loan repayment programs while reducing administrative complexity for HR teams. They combine technology with guided support to help employers increase benefit utilization, retention, and long-term workforce stability.

On behalf of our client, we are seeking a highly detail-oriented Senior Financial Operations Specialist to take full ownership of end-to-end financial operations across benefit programs. This role is critical in ensuring financial integrity, accurate reporting, and scalable processes.

You will serve as the accountable owner of reconciliation, ledger accuracy, and financial process documentation, working closely with an external accounting firm initially. The ideal candidate operates with extreme autonomy, utilizing AI tools to drive efficiency and ensuring perfect GAAP compliance without management overhead. A key success metric for this role is the strategic transition of our client’s full bookkeeping and compliance function from external partners to internal ownership within your first year. 

The role is structured in two phases:

• Phase 1 (60–90 days): Historical backlog cleanup, reconciliation of past payments, resolution of discrepancies to establish a clean ledger, and process stabilization.
• Phase 2 (Ongoing): Weekly reconciliations, ledger maintenance, discrepancy investigation, continuous process improvement, and transition into expanded ownership of bookkeeping responsibilities

Benefits: 

• Competitive salary 
• Strong support system 
• Health benefit ($30/month) 
• Internet Allowance ($20/month)
• Training materials for upskilling are provided 
• Paid holiday leaves (depending on the holidays that the client observes) 
• Paid sick leave (sick leave convertible to cash if perfect attendance) 
• Paid planned leaves 

Key Responsibilities:

• Financial Systems & Ledger Ownership
  • Maintain a clean and accurate ledger, tracking approved benefit amounts, pending balances, payments, and precise timestamps.
  • Reconcile payment records against approved benefit amounts on both a weekly and historical basis.
  • Track and reconcile fund transfers to third-party payment partners against disbursement records.
  • Take full ownership of the financial operations for the SLRA and TRS service lines, ensuring they run without constant management oversight.  
• Compliance, Audit & Tax Control
  • Ensure every outgoing payment is tied to an approved request and that all bank transfers maintain a complete audit trail.
  • Manage all GAAP accounting standards and US tax compliance requirements, specifically focusing on 1099 filings.
  • Perform deep-dive investigations into overpayments, underpayments, or missing payments to identify the root cause.
  • Serve as the primary point of escalation for payment-related issues, resolving them internally before they reach clients or leadership.
• Strategic Transition & Optimization
  • Lead the 9-month transition to move all bookkeeping functions from the external accounting firm to internal ownership.  
  • Identify and implement AI tools to automate manual reconciliation tasks and increase the efficiency of the finance function.  
  • Build and maintain an "edge case library" that documents unique rules and handling scenarios to ensure consistent decision-making.
  • Document and refine all financial processes to eliminate repeat decision-making and support future scalability.
• Operational Support & Ad Hoc Analysis
  • Assist with special reconciliations and reporting requests, ensuring high data integrity for all financial reporting.
  • Participate in system clean-up initiatives and proactive process improvement exercises as assigned.
  • Handle time-sensitive or non-standard requests from the finance or operations teams to support evolving business needs.

Requirements & Qualifications:

• Bachelor’s degree in Accounting or Finance (required; non-negotiable)
• Minimum 2 years of experience in Financial Operations, Reconciliation, AP/AR, or bookkeeping
• Strong attention to detail with a proactive ownership mindset; focused on root cause analysis, not just resolution
• Advanced proficiency in Excel and Google Sheets, including reconciliation tracking, VLOOKUP/INDEX-MATCH, and structured data logging
• Experience working with financial/transactional data, including bank statements, payment records, and general ledgers
• Strong written English skills for documenting processes, rules, and findings
• Experience with GAAP accounting and US tax compliance, including 1099 filing requirements (required)
• Experience with US companies or US accounting standards (required)
• Comfortable working in evolving environments and building processes from the ground up
• AI Proficiency: Must be "AI forward" and able to explain specifically how AI tools (e.g., ChatGPT, Copilot, or specialized fintech AI) enhance their current role and efficiency. 
• Two professional references and a valid criminal background check issued within the last 60 days are required for all successful applicants.
• Completion of intake paperwork, including submission of a valid tax identification number (e.g., Social Security Number, Social Insurance Number, or the country’s equivalent), is required before onboarding.

Working Hours:
Full-Time (40 hours per week)
Monday through Friday, 8:00 a.m. to 5:00 p.m. Eastern Time 

Pay: $1200+ $75 Allowance per month

About Us:
MOVE Your Business is an outsourcing company based in Southern California, dedicated to empowering both businesses and professionals. We connect growing companies with skilled virtual talent while creating meaningful, long-term opportunities for our team members. As a fast-growing player in the outsourcing space, we’re committed to building partnerships that drive success and to fostering a supportive, inclusive environment where our people can thrive and grow with us.