The Role
The FinTech Operations Specialist implements FinQuery's solutions for clients, provides product expertise, and ensures accurate data entry and reconciliation for lease and contract management.
Summary Generated by Built In
FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.
FinQuery is the global leader in lease accounting (as recognized on G2.com) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest-growing private companies for five consecutive years.
Solve the Problems That Matter Most
The FinTech Operations Specialist is a critical, client-facing role responsible for the successful implementation and ongoing support of FinQuery’s product suite for new and existing users. You will act as the technical and operational bridge, analyzing client data and delivery requirements to accurately configure and translate them into the LeaseQuery and FinQuery Contract Management (FCM) software.
How You'll Make an Impact:
- 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.
The Expertise You'll Bring:
- 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.
- 4-year degree in Accounting/Finance or equivalent experience
- 1-3 years of combined experience in accounting/finance AND customer-facing/client service roles.
Bonus Points If You Have:
For Your Growth & Career:
Annual employee development program stipend of $1,000 for each employee
Mentorship program available
Sabbatical program of 4 weeks after 5 years of service
Advancement opportunities based on results
For Your Financial Well-being:
Signing stipend for a work-from-home setup
For Your Health & Wellness:
Paid Time Off
For Your Family & Life:
Parental Leave Benefits
Fertility/Adoption Assistance
Annual tutoring stipend for your children
Skills Required
- Working knowledge of lease accounting guidelines
- Understanding of contract lifecycle management concepts
- Strong organizational skills
- Strong written and verbal communication skills
- Proficient with Salesforce, MS Office, and G-Suite
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The Company
What We Do
We're FinQuery, and we're here to help you manage your finances in a whole new way. More than 36,000 professionals rely on FinQuery to make better business and financial decisions for their largest areas of spend - leases, software subscriptions, and financial contracts - something no other provider offers in the market. Our award-winning AI-powered software helps businesses minimize risk, increase efficiency, and reduce costs. And what makes it truly intelligent? We let you do it all on one platform. FinQuery gives you the power of total visibility, so that Finance and Accounting can simplify accounting, forecast accurately, and budget confidently. And the IT department can clearly see and manage the company’s software stack with actionable insights, smart automation, and helpful tools. You’ll see the most where you’re spending the most.
