FinStrat Management ("FSM") is looking for a proactive, highly organized recent graduate to manage core business applications and IT functions for a growing fractional CFO firm. You'll follow evolving best practices and contribute to workflow documentation as processes mature. This is a great opportunity to grow your career at the intersection of IT operations and business systems in a fast-paced professional services environment.
ResponsibilitiesClient Onboarding — Finance Platform Setup
- Configure and manage client finance platforms during onboarding (e.g., QuickBooks Online, Bill.com, Ramp) and set up shared inboxes such as client-provided finance@ credentials in Front
- Provision and manage team access to client systems, ensuring the right CFOs, controllers, and analysts have appropriate permissions
- Create and maintain SOPs for client onboarding workflows, platform setup, and access provisioning as processes evolve
Internal Systems Support (Tier 1 / Tier 2)
- Serve as Tier 1/Tier 2 support for internal users via Slack, email, and ticketing system
- Troubleshoot hardware/software issues, connectivity problems, and access errors
- Escalate complex issues to Operations / IT leadership as the default path
System Maintenance, Documentation & SOPs
- Own and maintain the internal knowledge base, IT documentation, and operational SOPs, building and refining as workflows evolve
- Implement and monitor security protocols (MFA, SSO, access reviews)
What You Bring
- Bachelor's degree in Information Technology, Business Information Systems, or a related field (recently completed or expected)
- Proficiency with Gmail, Drive, Groups, admin console and Microsoft Office
- Familiarity with permissions management and tools like Google Admin, Front, and Slack
- Strong organizational and communication skills
- A proactive, self-managing work ethic
Bonus Points
- Internship or project experience in IT support or systems administration
- Experience working with remote teams
- Familiarity with security compliance standards (SOC 2, ISO 27001)
- Hands-on experience with Google Workspace administration
Skills Required
- Bachelor's degree in Information Technology, Business Information Systems, or a related field
- Proficiency with Gmail, Drive, Groups, admin console and Microsoft Office
- Familiarity with permissions management and tools like Google Admin, Front, and Slack
- Strong organizational and communication skills
- A proactive, self-managing work ethic
What We Do
FSM provides accounting, finance and reporting services for AI, SaaS, investor backed cos., HNW individuals, family offices, and VCs
