Internal Operations Specialist

• Manage day-to-day financial and operational bookkeeping activities for customers.
• Monitor payables inboxes and physical mail; enter invoices accurately and promptly.
• Update vendor contact information and invoice routing methods.
• Reconcile vendor statements, credits, adjustments, and payables discrepancies.
• Research payment adjustments, voids, stop payments, re-issues, and uncleared or unclaimed payments.
• Communicate with vendors regarding invoices and payments, including negotiating service disconnections and late fees.
• Obtain vendor W-9s and support accurate 1099 processing.
• Enter and oversee customer accounts receivable and follow up on outstanding items.
• Process checks, lost or misposted payments, remote deposits, fund transfers, and refunds.
• Handle customer calls about payment issues and provide solutions.
• Maintain financial records, enter and edit budgets, reconcile accounts, and resolve discrepancies.
• Assist with customer contract creation and management.
• Process user archive requests and administer product permissions.
• Maintain customer membership rosters and membership database records.
• Support customers, vendors, coworkers, and internal teams with bookkeeping, payables, receivables, and administrative issues.
• Collect, sort, distribute, and prepare incoming and outgoing mail.
• Follow company policies, protect confidential information, manage time-sensitive tasks, and perform other duties as required.

• Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.
• High attention to detail and accuracy in financial recordkeeping.
• Positive attitude toward learning new skills and systems.
• Strong organizational and time management skills.
• Ability to prioritize and manage multiple projects simultaneously.
• Excellent verbal, written, and interpersonal communication skills.
• Strong decision-making skills, particularly in relation to financial processes and customer service.
• Ability to work independently and collaboratively within a team.
• Self‑motivated, adaptable, and agile in adjusting to evolving needs.
• Associate's Degree or higher in a business‑related field of study (preferred).
• Prior experience in bookkeeping, accounts payable, and/or accounts receivable (preferred).
• Familiarity with bookkeeping or accounting software (preferred).
• Microsoft Office proficiency, including Outlook, Excel, SharePoint, and Teams (preferred).
• Comfort working within a hybrid, technology‑forward environment (preferred).

Demonstrates expertise in financial recordkeeping, including bookkeeping, accounts payable, and accounts receivable management. Proficient in utilizing Microsoft Office tools and accounting software to maintain accurate financial records and support customer service.

• Bookkeeping
• Accounts Payable
• Accounts Receivable
• Microsoft Office Proficiency
• Financial Recordkeeping

• Invoice Processing
• Vendor Reconciliation
• Payment Adjustments Research
• Budget Management
• Contract Management

• Attention to Detail
• Organizational Skills
• Time Management
• Communication Skills
• Decision‑Making Skills

• Financial Management
• Customer Service
• Vendor Management
• Confidential Information Protection
• Hybrid Work Environment

• Accounting Software
• Microsoft Outlook
• Microsoft Excel
• Microsoft Share Point
• Microsoft Teams