FinTech Operations Specialist

Fin Query stands at the forefront of accounting automation, driven by a deep specialty in contract‑driven accounting. Our AI‑enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time‑intensive, error‑prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high‑value tasks.

Fin Query is the global leader in lease accounting (as recognized on ) and serve more than 8,500 customers worldwide. Our growth trajectory has been consistently validated by the Inc 5000, which has recognized us as one of the fastest‑growing private companies for five consecutive years.

The Fin Tech Operations Specialist is a critical, client‑facing role responsible for the successful implementation and ongoing support of Fin Query’s product suite for new and existing users. You will act as the technical and operational bridge, analyzing client data and delivery requirements to accurately configure and translate them into the Lease Query and Fin Query Contract Management (FCM) software.

• Assist clients with onboarding their data onto our software solutions, including lease portfolios in Lease Query and business contracts in Fin Query Contract Management (FCM).
• Serve as the technical resource to onboard clients into FCM, ensuring they can effectively track all business contracts, prepaids, and accruals.
• Handle Professional Service requests for clients, addressing a range of needs across both Lease Query and FCM.
• Consult with CFOs, Controllers, and other accounting staff on tight schedules, guiding customers through best practices according to pertinent accounting standards and contract management protocols.
• Review lease and contract documents and ensure data is accurately entered into the software by our Data Entry team.
• Provide assistance as clients go through the upload data procurement process and uploading data when complete.
• Reconcile account balances, including prepaids and accruals, and advise clients on making needed adjustments.
• Provide product expertise across all areas, including Journal Entries, Reporting, and Data Entry for both Lease Query and FCM.
• Perform customer training on all aspects of Lease Query and FCM, with a focus on clear, concise explanation.
• Understand and guide customers through best practices according to pertinent accounting standards and contract management protocols.
• Communicate across multiple teams and customers to ensure timely delivery of fast‑paced, complex financial projects.
• Conduct all business in accordance with Fin Query policies and procedures.

• Working knowledge of the lease accounting guidelines (ASC 842, IFRS 16, GASB 87, and GASB 96).
• Understanding of contract lifecycle management concepts and the accounting treatment for prepaids and accruals.
• Ability to adapt to changes in roles and responsibilities and working independently with limited direction in a fast‑paced environment.
• Must have strong organizational skills and be detail oriented.
• Strong written and verbal communication skills.
• Advanced customer service skills.
• Proficient with Salesforce, MS Office, and G‑Suite.

Bonus Points If You Have:

• 4-year degree in Accounting/Finance or equivalent experience
• 1-3 years of combined experience in accounting/finance AND customer‑facing/client service roles.

• Annual employee development program stipend of $1,000 for each employee
• Mentorship program available
• Sabbatical program of 4 weeks after 5 years of service
• Advancement opportunities based on results

• Signing stipend for a work‑from‑home setup

• Paid Time Off

• Parental Leave Benefits
• Fertility/Adoption Assistance
• Annual tutoring stipend for your children