Operations Specialist

Inspire Investing; Meridian (ID); On-site; USD 40,000 - 45,000; Full time

Job summary

Inspire Investing in Meridian, Idaho, is seeking an Operations Specialist to support compliance, accounting, and data processing within our finance team. The role reports to the SVP of Operations and involves managing transactional data, improving processes, and assisting with monthly close.

Ideal candidates have a bachelor’s degree in accounting or related field, 2–5+ years of experience, proficiency in QuickBooks Online and Excel, and a readiness to leverage AI tools to enhance efficiency

Qualifications

• Bachelor’s degree in accounting or related field; relevant experience may substitute.
• 2–5+ years in accounting, compliance support, or operations; financial services preferred.
• Hands-on QuickBooks Online experience; strong Excel skills.
• Advanced Excel with pivot tables and lookups; automation a plus.
• Familiar with AI tools (Claude, ChatGPT, Copilot) and rapid adoption.
• Strong attention to detail and ability to manage multiple deadlines.
• Clear written and verbal communication; confidential information handling.

Responsibilities

• Coordinate compliance tasks and act as operational contact for outsourced team.
• Gather, organize, and deliver docs for reviews, testing, and filings.
• Track compliance calendar and deliverables; maintain records.
• Assist with advertisement reviews, attestations, and related docs.
• Maintain audit-ready records per books and records requirements.
• Escalate compliance concerns to leadership promptly.
• Record, categorize, and review transactions in QuickBooks Online.
• Process card transactions and collect receipts; code expenses.
• Complete monthly bank and credit card reconciliations; resolve discrepancies.
• Support accounts payable/receivable activities and month-end close prep.
• Follow internal controls and keep documentation retrievable.
• Prepare schedules and docs for controllers and external accountants.
• Process recurring monthly reporting; gather data from multiple systems.
• Build and maintain Excel trackers and templates; automate where possible.
• Validate data; reconcile differences; document methods for repeatability.
• Handle confidential firm, advisor, and client data with discretion.
• Manage schedules, deadlines, and meeting logistics for Operations.
• Support projects by tracking tasks and preparing materials.

Skills

Advanced Excel

QuickBooks Online

AI usage

Data analysis

Attention to detail

Education

Bachelor's degree in accounting/finance/business

Tools

Power Query

Macros

Job description

Inspire is the world's largest provider of faith-based ETFs, recognized for our commitment to innovation and excellence in the biblically responsible investment industry. Recognized as one of Idaho’s Top 10 Best Places to Work among companies of similar size, we offer a collaborative, purpose-driven environment where values like stewardship and integrity are at the core of everything we do. Join our team and contribute to meaningful growth in a company that leads with impact and vision in the global market.

Why work here?

We seek to inspire transformation for God's glory throughout the world; come change the world with us! Our offices are located in the vibrant atmosphere of The Village in Meridian, Idaho

About Inspire

We are a Christian faith based financial organization seeking to inspire transformation for God's glory throughout the world. We are looking for like-minded and mission driven team members to join the movement. Please visit www.inspireinvesting.com to learn more.

Overview

This job description is meant to serve only as a guideline. During the actual course of business, employees and volunteers may be called on to accomplish tasks and perform duties outside of what is listed herein and will be expected to perform those duties, both listed below and those not listed below, with enthusiasm according to Inspire’s BEST Values of Blessing, Excellence, Stewardship and Transformation.

Operations Specialist

The Operations Specialist at Inspire Investing, LLC, reports to the SVP of Operations, or the executive who leads Inspire Investing’s Operations team, and is responsible for managing tasks within the compliance, finance, and operations departments. This role requires a dedicated learner eager to grow, with responsibilities spanning data curation, compliance, financial updates, and supporting the VP of Operations with various tasks.

Compliance Support

• Handle day-to-day compliance tasks and serve as the primary operational contact for Inspire’s outsourced compliance team.
• Gather, organize, and deliver the documentation and information the compliance team requests for reviews, testing, and regulatory filings.
• Track the compliance calendar, recurring deliverables, and open action items through completion.
• Assist with advertisement review submissions, attestations, and related documentation.
• Maintain organized, audit-ready compliance records in line with the firm’s books and records requirements.
• Escalate potential compliance concerns promptly to Operations leadership and the compliance team.

Accounting Operations

• Record, categorize, and review transactions in QuickBooks Online (QBO).
• Process credit card transactions, including collecting receipts, coding expenses, and following up on missing support.
• Complete monthly bank and credit card reconciliations and resolve discrepancies.
• Support accounts payable and accounts receivable activity, including invoice coding and payment and deposit tracking.
• Prepare schedules and supporting documentation for month-end close, the Controller, and external accountants.
• Follow established internal controls and keep supporting documentation organized and retrievable.

Data Processing and Reporting

• Process recurring monthly reporting accurately and on schedule.
• Gather data from multiple systems to answer leadership requests, then clean, combine, sort, and organize it into a clear, presentable format.
• Build and maintain Excel workbooks, trackers, and templates, and automate repetitive steps where practical.
• Validate data, reconcile differences between sources, and document methods so the work can be repeated.
• Handle confidential firm, advisor, and client data with care and discretion.

Operations Team Support

• Manage schedules, deadlines, and meeting logistics for the Operations team.
• Support Operations projects by tracking tasks, preparing materials, and following up with owners.
• Flex across departments under the Operations umbrella as workload and priorities require.
• Document procedures, identify opportunities to improve them, and help implement updated processes.

Mission and Professional Conduct

• Advance Inspire’s mission through reliable, accurate, and timely work.
• Demonstrate professionalism, diligence, integrity, and discretion.
• Uphold Inspire’s BEST Values in all responsibilities.

Qualifications

• Bachelor’s degree in accounting, finance, business, or a related field preferred; relevant experience may substitute.
• 2–5+ years of accounting, bookkeeping, compliance support, or operations experience; financial services or RIA experience preferred.
• Hands-on QuickBooks Online experience, including transaction processing and reconciliations.
• Advanced Excel skills, including pivot tables, lookups, and large data set cleanup; experience with macros, Power Query, or similar automation is a plus.
• Advanced AI usage skills or the willingness to adopt large AI usage on tools including Claude, ChatGPT, CoPilot, etc.
• Strong attention to detail and the ability to manage multiple recurring deadlines with minimal supervision.
• Clear written and verbal communication, including working with outside providers and leadership.
• Comfort handling confidential information.
• Alignment with Inspire Investing’s mission and values.

Compensation

$29 - $33/hour