Financial Operations Specialist: Card Programs & Compliance

Conditions. Workplace Diversity, LLC.; Cambridge (MA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Harvard University benefits

On-campus work

Job summary

Conditions. Workplace Diversity, LLC. is seeking a Financial Associate to manage corporate card accounts, advance compliance, and optimize financial processes on campus.

This role emphasizes audits, policy guidance, and collaboration with departments to resolve recurrent issues. The position requires an Associate degree in accounting or equivalent experience with at least five years in related roles, strong MS Excel skills, and familiarity with Concur and Buy2Pay systems.

Qualifications

• Associate degree in accounting or equivalent experience and at least 5 years of related experience.
• Demonstrated skills with MS Excel.
• Ability to move beyond transactional work to analyze trends, identify root causes, and implement improvements.
• Strong written and verbal communication skills, including ability to explain financial concepts to non-financial audiences.
• Ability to work independently and exercise sound judgment.
• High level of discretion in handling sensitive information.

Responsibilities

• Oversees lifecycle of 300+ corporate card accounts, from application through termination.
• Implements proactive monitoring and analytics to identify non-compliance, misuse, or inefficiencies.
• Develops and refines controls to reduce recurring issues and focuses on root cause resolution.
• Conducts audits to assess compliance with policies and IRS regulations; synthesizes findings into recommendations.
• Partners with departments to address systemic issues like late reconciliations and usage patterns.
• Manages temporary credit limit increases and cash advances with risk considerations.
• Communicates trends and emerging risks to leadership.
• Contributes to training materials addressing common pain points and compliance gaps.
• Serves as SME for corporate card program, travel and business expense policy, and related systems.
• Reviews and approves staff expense reimbursements with policy adherence.
• Identifies recurring errors and improves upstream processes.
• Performs audits and trend analysis to strengthen compliance and reduce rework.
• Guides departments on documentation, timing, and expense classification.
• Reviews and approves invoices in Buy2Pay; ensures policy compliance.
• Monitors payment workflows and identifies bottlenecks.
• Resolves delays or errors in invoice processing.
• Provides guidance on complex payments including foreign vendors; tax considerations.
• Recommends process improvements to enhance efficiency and controls.
• Supports training materials to reduce submission errors.
• Reviews fixed asset additions and runs monthly reports; performs annual inventory.
• Acts as back-up for pcard administrator; participates in cross-functional initiatives.

Skills

MS Excel

Education

Associate degree in accounting or equivalent experience

Tools

Concur

Buy2Pay

Job description

Conditions. Workplace Diversity, LLC. is seeking a Financial Associate to manage corporate card accounts, advance compliance, and optimize financial processes on campus.

This role emphasizes audits, policy guidance, and collaboration with departments to resolve recurrent issues. The position requires an Associate degree in accounting or equivalent experience with at least five years in related roles, strong MS Excel skills, and familiarity with Concur and Buy2Pay systems.