Financial Operations Specialist – Remote

David F thomas CPA; San Mateo (CA); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Fully remote

Competitive salary

Full-time

Professional environment

Career growth

Exposure to financial systems

Flexible remote work

Job summary

David F thomas CPA is seeking a detail-oriented Financial Operations Specialist to support our internal financial processes and operational workflows within a growing accounting practice.

You will coordinate routine financial operations, maintain accurate records, review transactions for completeness, track invoices and expenses, and assist with payment processing. This role emphasizes organization, confidentiality, and the ability to work independently in a fully remote environment.

Qualifications

• 1–3 years of experience in finance, financial operations, business operations, banking, payments, accounting, or related field preferred.
• Strong organizational and time-management skills.
• Excellent attention to detail and accuracy.
• Comfortable working with spreadsheets and financial data.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and deadlines independently.
• Comfortable learning new software and business systems.
• Strong problem-solving and follow-through skills.
• Ability to work professionally and independently in a remote environment.

Responsibilities

• Coordinate and monitor routine financial operations and internal workflows.
• Maintain accurate financial and operational records across company systems.
• Review transaction and payment information for completeness and accuracy.
• Track invoices, payments, expenses, and operational financial activity.
• Assist with payment processing and follow up on outstanding transactions.
• Prepare spreadsheets, summaries, and routine operational reports.
• Monitor financial workflow deadlines and ensure required information is available.
• Organize documentation related to financial transactions and business operations.
• Assist with vendor, payment, and account-related administrative processes.
• Identify missing or inconsistent information and coordinate appropriate follow-up.
• Support internal teams with financial data and operational information.
• Help maintain standardized procedures for recurring financial processes.
• Assist with improving internal workflows, documentation, and process efficiency.
• Perform data entry and system updates involving financial and operational information.
• Handle confidential business and financial information appropriately.

Skills

Organizational skills

Attention to detail

Time management

Communication

Spreadsheet proficiency

Tools

Excel

Google Sheets

Job description

Position Overview

We are seeking a detail-oriented and organized Financial Operations Specialist to support the internal financial processes and operational workflows of our growing accounting firm.

This position focuses on keeping financial operations organized, accurate, and efficient across internal systems. The ideal candidate is comfortable working with financial information, spreadsheets, business systems, payment workflows, documentation, and process coordination.

This is an excellent opportunity for someone with experience in finance operations, business operations, banking, payments, financial administration, or related fields who wants to build a career within a professional accounting environment.

Key Responsibilities

Coordinate and monitor routine financial operations and internal workflows.

Maintain accurate financial and operational records across company systems.

Review transaction and payment information for completeness and accuracy.

Track invoices, payments, expenses, and operational financial activity.

Assist with payment processing and follow up on outstanding transactions.

Prepare spreadsheets, summaries, and routine operational reports.

Monitor financial workflow deadlines and ensure required information is available.

Organize documentation related to financial transactions and business operations.

Assist with vendor, payment, and account-related administrative processes.

Identify missing or inconsistent information and coordinate appropriate follow-up.

Support internal teams with financial data and operational information.

Help maintain standardized procedures for recurring financial processes.

Assist with improving internal workflows, documentation, and process efficiency.

Perform data entry and system updates involving financial and operational information.

Handle confidential business and financial information appropriately.

Qualifications

1–3 years of experience in finance, financial operations, business operations, banking, payments, accounting, or a related field preferred.

Strong organizational and time-management skills.

Excellent attention to detail and accuracy.

Comfortable working with spreadsheets and financial data.

Strong written and verbal communication skills.

Ability to manage multiple tasks and deadlines independently.

Comfortable learning new software and business systems.

Strong problem-solving and follow-through skills.

Ability to work professionally and independently in a remote environment.

Must be located within the United States.

Preferred Qualifications

Experience with financial software, payment platforms, or business management systems.

Experience working with Excel or Google Sheets.

Previous experience in financial operations, banking, payment processing, or business administration.

Familiarity with accounting or financial terminology.

Experience handling confidential financial information.

What We Offer

Fully remote work environment

Competitive salary

Full-time employment

Professional and collaborative work environment

Opportunity to develop financial and operational expertise

Career growth opportunities

Exposure to financial systems and business operations

Flexible remote work environment

Who This Position Is For

This position may be a strong fit for candidates coming from finance operations, banking, payment processing, business operations, financial administration, or accounting-related environments.

Candidates do not need to have worked specifically for a CPA firm to be considered.