Finance & Operations Associate — Build Automation & Scale Ops

United Talent Agency; Los Angeles (CA); On-site; USD 75,000 - 85,000; Full time

Job summary

United Talent Agency seeks an Associate, Finance & Operations to join UTA Advisory in New York. This role spans financial ops, project and staffing ops, and systems work across Airtable, Salesforce, Hive, and AI platforms.

You will move from executing tasks to owning workstreams, designing how work gets done, and presenting plans directly to leadership in the context of strategic operations and financial excellence.

Qualifications

• Proficiency with Excel or Google Sheets.
• Interest and experience in AI tooling and automation workflows.
• Airtable or low-code software building skills are required.
• Familiarity with Salesforce and basic bookkeeping practices is preferred.

Responsibilities

• Run active payments queue with 70+ invoices and manage urgency and exceptions.
• Own remittance and reconciliation end-to-end using AI-assisted workflows.
• Onboard vendors and clients from intake to live, including MSAs and portal coordination.
• Coordinate employee onboarding, system access, and trainings.
• Oversee product placement operations: shipments, metadata, tagging, daily uploads.
• Design Airtable schemas, automations, and form guardrails to auto-run processes.
• Manage Hive support inbox and system upgrades, dashboards, and training materials.
• Create SOPs and walkthroughs to transfer knowledge across teams.
• Collaborate on sales forecasts and utilization reporting with leadership.

Skills

Excel/Sheets

AI tooling

Airtable/low-code

Salesforce

Bookkeeping basics

Tools

Airtable

Salesforce

Hive

Job description

United Talent Agency seeks an Associate, Finance & Operations to join UTA Advisory in New York. This role spans financial ops, project and staffing ops, and systems work across Airtable, Salesforce, Hive, and AI platforms.

You will move from executing tasks to owning workstreams, designing how work gets done, and presenting plans directly to leadership in the context of strategic operations and financial excellence.