Finance Operations Associate — AI-Driven Workflow Optimizer

NextGenEnergyJobs; Atlanta, Northern (GA, KY); Hybrid; USD 70,000 - 100,000; Full time

Job summary

NextGenEnergyJobs is seeking a results-driven operations professional to join the finance and growth teams in Atlanta. You will own monthly reporting, assist budget forecasting, and ensure accurate expense coding and reconciliations.

With 4+ years in finance/ops, you will navigate Workday, Divvy, and Excel while exploring AI-enabled improvements. This role emphasizes cross-team collaboration and process optimization in a dynamic environment.

Qualifications

• 4+ years in business/finance operations or related coordination roles.
• Hands-on with Workday or comparable ERP/procurement system.
• Strong attention to detail with budgets, coding and reconciliations.
• Clear, organized communication across finance and growth teams.
• Proficient with Excel; interest in AI/automation to improve work.
• Experience supporting marketing, sales or go-to-market teams.
• Familiarity with Divvy or similar corporate cards.
• Exposure to process improvement, automation, or AI tools.
• Bachelor's degree in business/finance/accounting or equivalent.

Responsibilities

• Prepare monthly reporting — compile Growth budget actuals and spend visibility reports.
• Support forecasting — gather inputs for budget forecasting and maintain the Growth budget tracker.
• Review expense allocations — check coding, corrections, and reconcile cost center coding, flagging discrepancies.
• Reconcile travel — review travel expenses and prepare weekly travel reports for finance and AP.
• Coordinate the reporting calendar — keep the monthly calendar on track for budget meetings.
• Approve and process in Workday — approve travel expenses, requisitions under $1,000 and invoices under $1,000.
• Coordinate vendor onboarding — collect W-9s and vendor contact details.
• Manage corporate cards — issue and reconcile Divvy cards and receipts.
• Guide requisition processing — support expense coding and workflow in Workday.
• Events and Special Programs — assist planning/logistics for team and client events.
• Project Coordination – assist with special projects and multi-channel programs.
• Welcome New Hires — send email communications and introductions to teams.
• Training & Integration Communication — share onboarding information for new teammates.
• Spot automation opportunities — identify routine tasks for automation.
• Build AI-enabled workflows — design AI-enabled workflows to improve accuracy.
• Document as you go — capture and standardize processes for handoff and automation.

Skills

Attention to detail

Cross-functional coordination

Experience with budgets and reconcili-

Excel proficiency

AI and automation interest

Education

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

Tools

Workday

Divvy

Excel

Hubpot

ClickUp

Trello

Brandfolder

Co-Pilot

Job description

NextGenEnergyJobs is seeking a results-driven operations professional to join the finance and growth teams in Atlanta. You will own monthly reporting, assist budget forecasting, and ensure accurate expense coding and reconciliations.

With 4+ years in finance/ops, you will navigate Workday, Divvy, and Excel while exploring AI-enabled improvements. This role emphasizes cross-team collaboration and process optimization in a dynamic environment.