Position Overview
The Finance Operations Associate plays a key role in the daily execution and continuous improvement of Capstone’s finance operations. The ideal candidate thrives in a fast-paced, growing professional services environment and is passionate about data and operational excellence.
Key Responsibilities
Accounts Payable & Expense Management (≈40%)
- Manage full-cycle AP, including vendor onboarding, invoice processing, and payment runs via Bill.com.
- Manage our expense platform, Navan, and ensure accurate GL coding and policy compliance.
- Build and manage vendor and employee relationships with professionalism, timeliness, and accuracy.
- Manage operational request forms (conferences, subscriptions, professional development) to ensure proper approvals and budget alignment.
- Track and reconcile sales commissions.
- Assist with 1099 and global vendor tax documentation.
Accounting & Operational Finance (≈60%)
- Enter and maintain financial data within the ERP system, ensuring accuracy and completeness.
- Prepare accounting schedules, reconciliations and reports, including prepaid and accrued expenses, amortization, COGS and timesheet.
- Create and manage broader financial reports, dashboards, and ad-hoc analyses.
- Partner with business and data owners across departments to ensure accurate, timely operational data and improve accountability.
- Design and implement standardized, repeatable processes.
- Create and maintain process documentation, SOPs, and checklists.
- Partner with stakeholders to simplify, automate, or eliminate manual steps.
- Monitor process performance and continuously improve accuracy and efficiency.
Qualifications
Required
- Bachelor’s degree in Accounting, Finance, or a related field.
- Minimum 1 year of full-time experience in accounting, accounts payable, or finance operations.
- Solid understanding of GAAP and accrual-based accounting principles.
- Strong analytical, problem-solving, and reconciliation skills.
- High attention to detail with the ability to manage multiple priorities and maintain accuracy under deadlines.
- Clear, professional communication and interpersonal skills, including the ability to explain financial information and resolve issues calmly and effectively.
- Strong proficiency in Microsoft Excel and Outlook, with comfort working in financial and ERP systems.
- Demonstrated ownership mindset, taking responsibility for work through completion and ensuring issues are fully resolved and documented.
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Top Skills
What We Do
Capstone is a global strategy firm helping corporations, industries, and investors navigate the local, national, and international policy and regulatory landscape. With offices in Washington, DC, Houston, London, Brussels, and Sydney, our work explores how policy affects companies, industries, and investments in the financial services, health care, TMT, and energy sectors. We work with a diverse group of corporate and investor clients producing actionable investment research based on our deep-dive analysis of public policy.
