Note: The job is a remote job and is open to candidates in USA. ConceiveAbilities is a gestational surrogacy and egg donation agency that supports clients through family-building processes. The Finance Operations Associate will oversee client-related financial activities, including invoicing, bill payments, escrow management, and audits, while also supporting accounts payable, financial reporting, and company-wide initiatives.
Responsibilities
- Structure work in support of client-facing processes, building and maintaining measurable tasks, checklists and KPIs
- Liaise with ConceiveAbilities clients and vendors to actively manage and complete financial tasks and requests related to business operations
- Issue precise client invoices, handle bills, and process payments aligned with customer journeys
- Regularly audit client escrow accounts
- Collaborate with internal teams (Sales, Legal, Operations) to prioritize tasks and resolve customer-facing issues promptly, delivering exceptional client service at all times
- Assist, as necessary, with month- and year-end close, annual audit support
- Provide ad-hoc analytical support to assist management with company-wide initiatives and strategies
- Cross-train with other financial team members
Skills
- Requires **EITHER** a BA/BS degree preferably in Accounting, Finance, or Business **OR**
- A minimum of 3 years of relevant finance work experience in place of a BA/BS degree
- Excellent communication skills, both verbal and written
- Strong Excel skills; familiarity with QuickBooks Online, Salesforce, and Bill.com is a plus
- Highly organized and detail-oriented with the ability to multitask
- Able to apply excellent business acumen and collaborative skills in problem-solving
- Strong Excel skills; familiarity with QuickBooks Online, Salesforce, and Bill.com is a plus
Benefits
- Generous PTO
- Remote-first culture, with participation in in-person Employee Events
- Travel for Employee Events
- Medical, dental, vision, short- and long-term disability, basic life, and voluntary life
- 401(k) with matching contributions
- FSAs
- Continuing education allowance
- The opportunity to make a difference and help build families
Company Overview