Finance Operations Associate

Job description

Position description As a Finance Operations Associate, your primary focus is to oversee all financial activities related to clients, such as invoicing, bill payments, escrow management, and financial audits for client "journeys." Additionally, this position will support Accounts Payable for ConceiveAbilities and contribute to various financial reporting tasks. Position responsibilities Structure work in support of client-facing processes, building and maintaining measurable tasks, checklists and KPIs Liaise with ConceiveAbilities clients and vendors to actively manage and complete financial tasks and requests related to business operations Issue precise client invoices, handle bills, and process payments aligned with customer journeys Regularly audit client escrow accounts Collaborate with internal teams (Sales, Legal, Operations) to prioritize tasks and resolve customer-facing issues promptly, delivering exceptional client service at all times Assist, as necessary, with month- and year-end close, annual audit support, and certain federal, state, and municipal filings Provide ad-hoc analytical support to assist management with company-wide initiatives and strategies Cross-train with other financial team members Experience and skills Requires EITHER a BA/BS degree preferably in Accounting, Finance, or Business OR A minimum of 3 years of relevant work experience in place of a BA/BS degree Excellent communication skills, both verbal and written Strong Excel skills; familiarity with QuickBooks Online, Salesforce, and is a plus Highly organized and detail-oriented with the ability to multitask Able to apply excellent business acumen and collaborative skills in problem-solving We offer: Generous PTO Remote-first culture, with participation in in-person Employee Events Travel for Employee Events Medical, dental, vision, short- and long-term disability, basic life, and voluntary life 401(k) with matching contributions FSAs Continuing education allowance The opportunity to make a difference and help build families Employment Type: Full Time Reports To: Tom Tison, Controller ConceiveAbilities is an equal opportunity employer. About ConceiveAbilities ConceiveAbilities is the premier gestational surrogacy and egg donation agency in the United States and worldwide. For nearly 30 years, ConceiveAbilities has guided clients through the complex process of family building through assisted reproductive technologies. We are modern family advocates that believe that everyone who wants to become a parent, can. Parents should be able to choose from many family-building options - regardless of marital status, fertility challenges, geopolitical factors, or social motivation. At ConceiveAbilities, we are All In. Our staff is committed to helping our clients from their first meeting, to choosing a surrogate, to the delivery plans for the baby and every step in between.