Budget & Finance Operations Associate — AI-Driven Workflows

Jobtailor; Atlanta (GA); On-site; USD 70,000 - 90,000; Full time

Job summary

Jobtailor is seeking an experienced operations professional to manage Growth budget reporting, forecasting, and expense management. You will coordinate across finance and Growth teams, optimize spend, and drive process improvements with AI-enabled automation.

You will handle vendor onboarding, travel expense processing, and Requisition workflows, while supporting events and special programs. A hands-on, detail-oriented communicator will thrive.

Qualifications

• 4+ years of experience in business operations, finance operations, procurement, accounts payable, or a related coordination role.
• Hands-on experience with Workday or a comparable ERP or procurement system.
• Strong attention to detail and comfort working with budgets, expense coding, and reconciliations.
• Clear, organized communication and ability to coordinate across finance, accounts payable, and Growth team members.
• Proficiency with Excel.
• Genuine interest in using AI and automation to improve everyday work.
• Preferred: experience supporting a marketing, sales, or go-to-market team.
• Preferred: familiarity with Divvy or a comparable corporate card and spend-management platform.
• Preferred: exposure to process improvement, workflow automation, or AI-enabled tools.
• Preferred: bachelor's degree in business, finance, accounting, or a related field, or equivalent experience.

Responsibilities

• Prepare monthly Growth budget actuals and spend visibility reports.
• Support budget forecasting and maintain Growth budget tracker.
• Review expense allocations, process corrections, and reconcile cost center coding.
• Review travel expenses and prepare weekly travel reports.
• Coordinate the reporting calendar and prepare budget meeting materials.
• Approve travel expenses and process Workday requisitions and invoices.
• Coordinate vendor onboarding, including W-9 collection and supplier setup.
• Issue and manage Divvy corporate cards and reconcile receipts.
• Guide team members through requisition processing and expense coding.
• Assist with planning and logistics for team and client events and special programs.
• Assist with special projects and multi-channel programs.
• Welcome new hires and share onboarding, orientation, and training information.
• Identify automation opportunities and design and test AI-enabled workflows.
• Document and standardize processes for handoff and future automation.

Skills

Budget Management

Expense Coding

Data Analysis

Process Improvement

AI-Enabled Automation

Budget Forecasting

Expense Reconciliation

Travel Expense Management

Vendor Onboarding

Requisition Processing

Workflow Automation

Cross-functional Coordination

Education

Bachelor's degree in business, finance, accounting, or related field

Tools

Workday ERP

Divvy

Excel

Procurement Systems

Expense Management Platforms

Job description

Jobtailor is seeking an experienced operations professional to manage Growth budget reporting, forecasting, and expense management. You will coordinate across finance and Growth teams, optimize spend, and drive process improvements with AI-enabled automation.

You will handle vendor onboarding, travel expense processing, and Requisition workflows, while supporting events and special programs. A hands-on, detail-oriented communicator will thrive.