Finance Operations Associate Job at Robert Half (Chicago)

Finance Operations Associate

This role is fundamental in ensuring the accuracy, regulatory compliance, and ef...

Location

Chile , Santiago

Salary:

Not provided

Topsort

Expiration Date

Until further notice

Requirements

3–5 years of experience in accounting, tax, or finance roles with an operational focus
Bachelor's degree in Accounting, Finance, or a related field is required
Proven experience working with the accounting, tax, and compliance regulations of multiple Latin American countries (ideally Chile, Brazil, Colombia, Argentina, and/or Mexico)
Robust operational experience with an ERP system, ideally NetSuite, including GL management, Journal Entries, and reconciliations
knowledge of accounting theory and local compliance principles
Ability to be an excellent contact point and administrator of third parties, with strong written and verbal communication skills to describe accounting systems and processes
Ability to navigate a dynamic startup environment, take ownership in building structure, and establishing foundational processes
Fluency in Spanish (native or advanced) and intermediate or advanced English (for collaboration with global teams). Portuguese is a plus

Job Responsibility

Act as the main contact and administrator for third-party accounting and tax firms in Chile, Brazil, Colombia, Argentina, and Mexico, ensuring the timely and accurate delivery of information
Monitor and ensure the correct and timely fulfillment of tax obligations (taxes, declarations) in each LATAM country, understanding and reconciling the regulatory differences between jurisdictions
Understand the context and substance of the company's accounting to review and validate reports and information generated by third parties
Actively operate the NetSuite (Oracle ERP) system, including performing Journal Entries by country and maintaining and reconciling the General Ledger (GL)
Collaborate and, potentially, lead the gradual transition from outsourced services models towards internalizing key processes within the ERP
Actively participate in the continuous improvement, stabilization, and optimization of NetSuite workflows and functionalities to support company growth
Support business areas (e.g., Customer Success) with the necessary requirements for registering the company as a vendor with new clients in LATAM and complying with their procurement processes
Ensure timely invoicing to clients, managing compliance with the local regulations required for issuing valid invoices
Record or follow up on Accounts Payable (AP) and payment proposals
Support the collection process, tracking client invoices in LATAM that are nearing their due date

Finance Operations Lead

Finance Operations Lead | £40,000 | Permanent | Hybrid/London | Medical cash pla...

Location

United Kingdom , London

Salary:

40000.00 GBP / Year

Hire Space

Expiration Date

Until further notice

Requirements

Experience in commercial operations, finance, or business operations
Confident with numbers and understand financial workflows and reporting
Highly proficient in Google Sheets or Excel, including advanced formulas, pivot tables, and dashboards
Strong technical knowledge of HubSpot (or a similar CRM), including data management and workflow automation
Thrive in a “player-manager” environment — leading a team while remaining hands-on with day-to-day work
Detail-oriented, organised, and enjoy finding smarter, more efficient ways to work
Communicate clearly and collaborate well across multiple teams and departments

Job Responsibility

Work hands-on within the team to ensure smooth and accurate commercial operations
Act as a point of escalation for complex or sensitive partner and client queries
Manage and optimise processes related to invoicing, reconciliation, and payment tracking
Maintain and improve commercial data accuracy across HubSpot, Google Sheets, and related systems
Produce regular financial and operational reports to support strategic decision-making
Proactively and positively collaborate with Finance, Sales, and Account Management teams to streamline handovers, manage critical business processes and resolve issues
Lead, coach, and support the Commercial Operations Associates to deliver high-quality partner and client support
Identify and implement opportunities to improve efficiency, scalability, and data integrity across operations

What we offer

Medical cash plans
Enhanced pension contributions
Medicash Pro-Active Health Cash Plan
Workplace Nursery Scheme which allows you achieve tax savings by paying your nursery fees through your gross pay
Generous EMI share option scheme, starting at 10% of OTE
4 weeks Company Paid Sick Leave
Mental Health Day' Leave
32 days holiday allowance (inc bank holidays and our 3-day Hire Space Christmas shut down) with additional for long service
3pm Friday finishes during BST, average working hours of 36 per week over the year
Tech and Cycle Schemes

Fulltime

Operations Associate

About the Company: Our client is a multi-billion dollar global alternative inves...

Location

United States , New York

Salary:

100000.00 - 140000.00 USD / Year

Arrow Search Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
3-5 years of operations experience
Experience within banking a plus
Experience with ClearPar and Loan Settlement Process
Experience with Sentry, Wall Street Office, or other loan processing systems
Experience with cash and position reconciliation
Knowledge of CLO indenture compliance and reporting

Job Responsibility

Reconcile open trades and monitor the trade settlement process for loans, bonds, and equity
Perform daily portfolio reviews and reconciliations
Reconcile monthly CLO reporting and quarterly distributions
Monitor deal and warehouse cash balances and perform calculations for warehouse fundings and prepare drawdown requests
Assist with CLO transactions including new issue, resets, and refinancing’s
Assist fund accountants and administrators to resolve any bank loan related inquiries or discrepancies
Ensure compliance with CLO indentures for the investment team

Recordkeeping Operations Associate

As a Recordkeeping Operations Associate at Human Interest, you'll play a vital r...

Location

United States , Lindon, Utah or United States

Salary:

23.61 - 28.00 USD / Hour

Human Interest

Expiration Date

Until further notice

Requirements

Meticulous attention to detail
Capacity to plan ahead and meet performance goals
Effective communication skills, both written and verbal
Ability to perform at high efficiency in a fast-paced environment
Strong sense of task ownership
Determination to overcome challenges
Ability to identify and communicate process improvements
Ability to trace various types of 401(k) transactions through the recordkeeping lifecycle to identify root cause of reconciliation or recordkeeping errors
Desire to actively participate on a highly engaged team
Consistently Exceeds Expectations in your current role

Job Responsibility

Review and reconcile account data within both retirement accounts and HI operating accounts
Become an expert in 3-4 operational processes and serve as an advanced source of knowledge for HI stakeholders
Provide transactional assistance to Ops teams across the organization when necessary to support scenarios of high volume, interim product development, or prioritized business needs
Trace transaction information through the recordkeeping lifecycle
Identify, analyze, and propose practical solutions for operational challenges while collaborating with team members to implement improvements
Assist triaging incoming assignments to teammates
Contribute to team improvement initiatives and projects
Handle varied workload composition of 5-7 types of team tasks including complex assignments and highly escalations issues

What we offer

A great 401(k) plan: Our own! Our 401(k) includes a dollar-for-dollar employer match up to 4% of compensation (immediately vested) and $0 plan fees
Top-of-the-line health plans, as well as dental and vision insurance
Competitive time off and parental leave
Addition Wealth: Unlimited access to digital tools, financial professionals, and a knowledge center to help you understand your equity and support your financial wellness
Lyra: Enhanced Mental Health Support for Employees and dependents
Carrot: Fertility healthcare and family forming benefits
Candidly: Student loan resource to help you and your family plan, borrow, and repay student debt
Monthly work-from-home stipend
quarterly lifestyle stipend
Engaging team-building experiences, ranging from virtual social events to team offsites, promoting collaboration and camaraderie

Fulltime

Finance Associate

We are seeking a Finance Associate to join our team in the Financial Services in...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 2 years experience as a Finance Associate or in a similar role within the Financial Services industry
Proficient in Accounts Payable (AP) and Accounts Receivable (AR) procedures
Experience with Bank Reconciliations
Familiarity with General Ledger and Journal Entries
Proven experience with Month End Close operations
Proficient in using financial software applications such as NetSuite, Oracle, QuickBooks, and SAP
Strong analytical abilities and attention to detail
Excellent communication and organizational skills
Bachelor’s degree in Finance, Accounting, or related field
Certified Public Accountant (CPA) or Certified Management Accountant (CMA) is a plus

Job Responsibility

Treasury and Banking Support
Cash Management and Reconciliation
Investment Administration
Operational and Reporting Support
Account for a high volume of daily activity for various entities in Investran which serves as the general ledger system and the portfolio accounting system
Assist in preparation of regular reporting as well as frequent ad hoc deliverables
Prepare weekly report of investment and cash activity
Reconcile and review cash inflows and outflows daily
Maintain budgets and assist in forecasting of upcoming cash flows
Participate in cash management, such as processing payments and strategically managing cash

What we offer

medical, vision, dental, and life and disability insurance
access to company 401(k) plan

Fulltime

Financial Operations Associate

As the Financial Operations Associate, you will be responsible for ensuring the ...

Location

Brazil , São Paulo

Salary:

Not provided

Jeeves

Expiration Date

Until further notice

Requirements

5+ years of financial operations experience, ideally in fintech, banking, or payments
Strong background in STEM fields (engineering, economics, mathematics, finance)
Treasury experience, including cash management, liquidity forecasting, and multi-bank environments
Advanced Excel and data analysis skills (pivot tables, macros, financial modeling)
Excellent communication skills in English (written and verbal)
Strong problem-solving ability and structured thinking
Comfortable working in fast-paced, cross-border environments
Ability to collaborate effectively with multiple stakeholders (ops, compliance, legal)

Job Responsibility

Monitor daily cash balances across multiple bank accounts and geographies
Prepare and update liquidity forecasts to ensure adequate funding for operations
Support optimization of working capital and daily treasury operations
Develop and maintain financial models for cash flow, funding, and scenario planning
Conduct variance analyses between forecasts and actual results, providing insights to management
Prepare dashboards and recurring reports to support decision-making
Support execution and reconciliation of cross-border payments
Liaise with partner banks and payment providers to ensure smooth processing
Assist in evaluating and onboarding new financial partners
Maintain treasury and financial data with accuracy and consistency

Fulltime

Financial Operations Associate

As the Financial Operations Associate, you will be responsible for ensuring the ...

Location

Mexico , Mexico City

Salary:

Not provided

Jeeves

Expiration Date

Until further notice

Requirements

5+ years of financial operations experience, ideally in fintech, banking, or payments
Strong background in STEM fields (engineering, economics, mathematics, finance)
Treasury experience, including cash management, liquidity forecasting, and multi-bank environments
Advanced Excel and data analysis skills (pivot tables, macros, financial modeling)
Excellent communication skills in English (written and verbal)
Strong problem-solving ability and structured thinking
Comfortable working in fast-paced, cross-border environments
Familiarity with regulatory frameworks, SPVs, or financial structuring is a plus
Ability to collaborate effectively with multiple stakeholders (ops, compliance, legal)

Job Responsibility

Monitor daily cash balances across multiple bank accounts and geographies
Prepare and update liquidity forecasts to ensure adequate funding for operations
Support optimization of working capital and daily treasury operations
Develop and maintain financial models for cash flow, funding, and scenario planning
Conduct variance analyses between forecasts and actual results, providing insights to management
Prepare dashboards and recurring reports to support decision-making
Support execution and reconciliation of cross-border payments
Liaise with partner banks and payment providers to ensure smooth processing
Assist in evaluating and onboarding new financial partners
Maintain treasury and financial data with accuracy and consistency

Fulltime

Financial Operations Associate

The FOA will provide detailed accounting/bookkeeping support and work directly w...

Location

United States

Salary:

Not provided

Supporting Strategies

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance or related discipline required
At least five (5) years’ practical bookkeeping/accounting experience required
Must be authorized to work in the U.S.
5+ years of transactional accounting work in a professional environment required
Experience using QuickBooks and/or similar cloud-based accounting software for/in a professional organization
Capacity and commitment to work 20-30 hours a week
Confidence in learning and embracing new technology to solve issues
Strong written and verbal communication skills
Willingness to follow established policies and procedures consistently and accurately
A passion for and sense of personal satisfaction in delighting clients and helping businesses succeed

Job Responsibility

Demonstrate a thorough understanding of professional accounting and bookkeeping practices
Stay current on the latest cloud-based accounting technology
Support client onboarding process for all assigned client engagements in accordance with defined process
Execute, as applicable, processes related to accounts payable and accounts receivable management, accounting entries, closing the books monthly as well as preparing financial reporting and analysis. May also include payroll, HR administration and special projects as assigned
Collaborate with your manager and other Associates on your team to ensure all clients are delighted with our services through timely and effective communication, delivery on deadlines and stellar accounting support
Manage day-to-day relationships with clients while performing within established processes and budget parameters
Identify and recommend to your manager areas where Supporting Strategies may be able to provide additional services or tools to drive additional client value and efficiency
Embrace coaching and feedback provided by your manager and implement changes as needed to help meet team and client goals

What we offer

Remote, work-from-home opportunities
Flexibility that allows for a very comfortable work/life balance
Variety to tasks
Daily interactions with team members and clients

Parttime

Finance Operations Associate

Robert Half

Location:
United States , Chicago

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 03, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Finance Operations Associate

Finance Operations Associate

Finance Operations Lead

Operations Associate

Recordkeeping Operations Associate

Finance Associate

Financial Operations Associate

Financial Operations Associate

Financial Operations Associate

Finance Operations Associate

Robert Half

Location:United States , Chicago

Category:Finance

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:January 03, 2026

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Finance Operations Associate

Finance Operations Associate

Finance Operations Lead

Operations Associate

Recordkeeping Operations Associate

Finance Associate

Financial Operations Associate

Financial Operations Associate

Financial Operations Associate

Location:
United States , Chicago

Category:
Finance

Contract Type:
Not provided

Job Posted:
January 03, 2026