AI-Powered Finance Product Operations Associate

Codex; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Base salary and equity participation

Medical, dental, and vision coverage

Retirement savings benefits

Paid parental leave

Generous paid time off

Commuter assistance

Wellness and lifestyle benefits

Office-based amenities and meals

Relocation support where applicable

Job summary

Codex is hiring a Product Operations Associate to support the implementation and development of AI-powered financial solutions. Located in NYC, this on-site role combines accounting expertise with product, software implementation, and automation work.

You will review financial data, test AI-enabled outputs, and collaborate with customers, engineers, and product specialists to deliver innovative financial AI solutions.

Qualifications

• 1–2 years of professional experience in external audit, assurance, or similar accounting-focused role.
• Strong understanding of accounting principles and financial statements.
• Proficiency with Microsoft Excel or Google Sheets and handling complex datasets.
• Excellent analytical skills and attention to detail.
• Strong written and verbal communication, with customer-facing ability.
• Comfortable working in a fast-paced, office-based environment 4–5 days per week.

Responsibilities

• Review, reconcile, and analyze customer financial data for accuracy.
• Investigate discrepancies and coordinate with stakeholders to resolve issues.
• Test system functionality and validate financial outputs during implementation.
• Collaborate with product and engineering teams to support issue resolution.
• Gather financial information and manage activities throughout the implementation lifecycle.
• Communicate progress and elevate challenges as needed.

Skills

Excel/Google Sheets

Analytical skills

Communication skills

Time management

Independent worker

Interest in AI

Education

Bachelor’s degree in Accounting/Finance

CPA progress advantageous

Tools

Excel/Sheets

Job description

Codex is hiring a Product Operations Associate to support the implementation and development of AI-powered financial solutions. Located in NYC, this on-site role combines accounting expertise with product, software implementation, and automation work.

You will review financial data, test AI-enabled outputs, and collaborate with customers, engineers, and product specialists to deliver innovative financial AI solutions.