Finance Operations Assistant

Paz Financial Consulting; United States; Remote; USD 36,000 - 47,000; Full time

Benefits offered by this job

Health insurance options

Paid time off

Retirement savings plan (e.g., 401(k))

Wellness resources/programs

Professional development and on-theJob

Supportive team environment

Job summary

Paz Financial Consulting is seeking a Finance Operations Assistant to support day-to-day financial operations, ensuring accurate data entry, proper documentation, and timely processing across finance tasks.

You will help maintain organized records, assist with invoices, month-end activities, and respond to internal requests, contributing to a fast-paced, confidential environment focused on reliability and continuous improvement.

Qualifications

• Associate or Bachelor’s degree in accounting/finance or related field.
• 1+ years in finance/accounting operations or related role.
• Proficiency with spreadsheets (Excel/Sheets) and basic accounting software.
• Strong attention to detail and integrity.
• Excellent communication and organizational skills.
• Ability to work in a fast-paced environment.

Responsibilities

• Enter and validate routine financial data.
• Prepare and review documentation for accounts processing.
• Maintain organized records and easy retrieval.
• Track and reconcile routine items and flag discrepancies.
• Coordinate task status and follow-ups for timely completion.
• Prepare basic reports and summaries from source data.
• Respond to internal information requests and locate relevant details.
• Support invoice and payment workflows and status tracking.
• Assist with month-end or other periodic tasks.
• Maintain confidentiality of financial information and adhere to policies.

Skills

Attention to detail

Communication skills

Organization

Integrity

Time management

Education

Associate or Bachelor’s degree in Accounting/Finance/Business Admin

Tools

Excel/Google Sheets

Accounting software

Job description

Finance Operations Assistant

About the Role

Paz Financial Consulting is seeking a Finance Operations Assistant to support day-to-day financial operations and help maintain accurate, organized, and timely processing of finance-related tasks. This role supports internal teams by ensuring information is captured correctly, documentation is complete, and routine workflows move forward without delays.

Success in this position looks like consistently accurate work, strong attention to detail, timely completion of assigned tasks, and effective coordination with team members to keep financial operations running smoothly.

Duties & Responsibilities

• Assist with routine financial data entry, updates, and validation to ensure accuracy and completeness.
• Support accounts processing by preparing, organizing, and reviewing documentation for correctness.
• Maintain organized records and files, ensuring information is stored properly and is easy to retrieve.
• Help track and reconcile routine items by comparing records and flagging discrepancies for review.
• Coordinate task status and follow-ups to support timely completion of operational workflows.
• Prepare basic reports and summaries from source data to support internal decision-making.
• Respond to internal requests for information by locating, verifying, and sharing relevant details.
• Support invoice and payment workflow activities, including documentation preparation and status tracking.
• Assist with month-end or other periodic operational tasks as assigned.
• Maintain confidentiality of financial information and adhere to internal policies and procedures.

Requirements

• Education: Associate degree or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (or equivalent practical experience).
• Experience: 1+ years of experience in finance, accounting operations, bookkeeping, or a related administrative finance role.
• Software/Tools: Proficiency with spreadsheet tools (e.g., Excel or Google Sheets) and experience with accounting or bookkeeping software (preferred).
• Industry Knowledge: Familiarity with basic financial operations concepts (e.g., invoices, reconciliations, documentation standards).
• Detail Orientation: Strong attention to accuracy, with the ability to spot errors and inconsistencies.
• Communication: Professional written and verbal communication skills for coordinating with team members.
• Organization: Ability to prioritize tasks, manage deadlines, and maintain organized records.
• Integrity: Commitment to confidentiality and ethical handling of financial information.
• Work Style: Comfort working in a fast-paced environment with a continuous-improvement mindset.

Benefits

• Health insurance options (medical, dental, and vision, where available)
• Paid time off (PTO) and paid holidays, where available
• Retirement savings plan options (e.g., 401(k)) where available
• Workplace wellness support (e.g., wellness resources or programs, where available)
• Professional development and opportunities to build skills through on-the-job training
• Supportive team environment focused on growth and operational excellence

Compensation: $26 – $34 / hour (Full-Time).