Product Operations Associate (Finance & Technology/AI) – Industry-Leading AI Platform

Codex; New York (NY); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Base salary and equity participation

Medical, dental, and vision coverage

Retirement savings benefits

Paid parental leave

Generous paid time off

Commuter assistance

Wellness and lifestyle benefits

Office-based amenities and meals

Relocation support where applicable

Job summary

Codex is hiring a Product Operations Associate to support the implementation and development of AI-powered financial solutions. Located in NYC, this on-site role combines accounting expertise with product, software implementation, and automation work.

You will review financial data, test AI-enabled outputs, and collaborate with customers, engineers, and product specialists to deliver innovative financial AI solutions.

Qualifications

• 1–2 years of professional experience in external audit, assurance, or similar accounting-focused role.
• Strong understanding of accounting principles and financial statements.
• Proficiency with Microsoft Excel or Google Sheets and handling complex datasets.
• Excellent analytical skills and attention to detail.
• Strong written and verbal communication, with customer-facing ability.
• Comfortable working in a fast-paced, office-based environment 4–5 days per week.

Responsibilities

• Review, reconcile, and analyze customer financial data for accuracy.
• Investigate discrepancies and coordinate with stakeholders to resolve issues.
• Test system functionality and validate financial outputs during implementation.
• Collaborate with product and engineering teams to support issue resolution.
• Gather financial information and manage activities throughout the implementation lifecycle.
• Communicate progress and elevate challenges as needed.

Skills

Excel/Google Sheets

Analytical skills

Communication skills

Time management

Independent worker

Interest in AI

Education

Bachelor’s degree in Accounting/Finance

CPA progress advantageous

Tools

Excel/Sheets

Job description

Product Operations Associate (Finance & Technology/AI) – Industry-Leading AI Platform

Location: NYC (4–5 days on-site)

About the Opportunity

An industry-leading AI platform is looking for a Product Operations Associate to support the implementation and ongoing development of its AI-powered financial solutions.

The company is at the forefront of applying artificial intelligence to complex business operations, helping organizations automate manual processes, improve efficiency, and modernize their financial workflows.

This is an opportunity to transition from traditional accounting or audit into the rapidly growing AI industry, combining financial expertise with exposure to product development, software implementation, and automation.

You’ll join a collaborative, fast-moving environment where you’ll work directly with customers, engineers, and product specialists to help bring innovative AI solutions to market.

The Role

As a Product Operations Associate, you’ll play an important role in ensuring customers successfully adopt and implement new AI-powered financial solutions.

You’ll use your accounting knowledge to review financial information, identify inconsistencies, test system functionality, and help resolve challenges throughout the implementation process.

The position offers a combination of financial analysis, customer engagement, operational problem-solving, and exposure to emerging AI technologies.

You’ll also have the opportunity to contribute to process improvements and help shape how the company’s solutions are developed and delivered.

Key Responsibilities

• Review, analyze, and reconcile customer financial data to ensure accuracy and completeness.
• Investigate discrepancies and work with relevant stakeholders to resolve inconsistencies.
• Assess financial records and supporting documentation to identify potential issues.

Product Implementation & Testing

• Support customer onboarding and implementation of AI-powered financial solutions.
• Test system functionality, validate financial outputs, and ensure processes operate as expected.
• Collaborate with product and engineering teams to investigate issues and support their resolution.
• Work directly with accounting and finance professionals to understand their existing processes and requirements.
• Gather relevant financial information and coordinate activities throughout the implementation lifecycle.
• Communicate progress, manage outstanding actions, and elevate potential challenges when necessary.

Process Improvement & Automation

• Develop documentation, checklists, and standardized procedures to improve implementation efficiency.
• Identify recurring operational challenges and recommend improvements.
• Work with product and engineering teams to explore opportunities for AI-driven automation and process optimization.

Requirements

• 1–2 years of professional experience in external audit, assurance, or a similar accounting-focused role, ideally within a Big Four or established accounting firm.
• Strong understanding of accounting principles, financial statements, reconciliations, and financial data analysis.
• Strong proficiency in Microsoft Excel or Google Sheets, including experience working with complex datasets.
• Excellent analytical skills and attention to detail.
• Strong written and verbal communication skills, with the confidence to engage directly with customers and internal stakeholders.
• Ability to manage multiple priorities and work independently in a fast-paced environment.
• A proactive, solutions-oriented mindset and willingness to take ownership of challenges.
• Interest in artificial intelligence, emerging technologies, and automation within finance.
• Bachelor’s degree in Accounting, Finance, or a related discipline.
• CPA qualification or progress toward certification is advantageous but not essential.
• Comfortable working in an office-based environment 4–5 days per week.

Why Consider This Opportunity?

Transition from Accounting into AI

Leverage your audit or accounting background to build a career within an industry-leading AI platform, without moving away from the financial expertise you've already developed.

Exposure to AI & Automation

Gain hands‑on experience with AI‑powered products and emerging technologies that are transforming how businesses manage financial operations.

Meaningful Ownership

Work in a growing team where your contributions directly influence customer outcomes, operational processes, and product development.

Collaborative Environment

Work closely with experienced professionals across finance, AI, product development, and engineering.

The company offers a competitive compensation package, with benefits that may include:

• Base salary and equity participation
• Comprehensive medical, dental, and vision coverage
• Retirement savings benefits
• Paid parental leave
• Generous paid time off
• Commuter assistance
• Wellness and lifestyle benefits
• Office-based amenities and meals
• Relocation support where applicable

Further information about the company, compensation, and opportunity will be shared during the recruitment process.