FinTech Operations Specialist

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FinQuery, Formerly LeaseQuery

WebsiteLinkedInAll Job Openings

201 - 500 employees

💸 Finance

☁️ SaaS

💳 Fintech

💰 Venture Round on 2020-01

Finance • SaaS • Fintech

FinQuery, formerly known as LeaseQuery, is a company that provides finance and accounting software solutions designed to simplify complex accounting tasks and ensure compliance with various financial standards. Their platform offers tools for lease accounting, prepaid and accrual accounting, contract management, and SBITA accounting. The software is CPA-built and automates processes such as amortization schedules, journal entries, and expense management, which facilitates compliance with ASC 842, IFRS 16, GASB 87, and other standards. FinQuery uses AI-enabled technology to streamline accounting tasks, making it easier for professionals and organizations to manage leases, contracts, and financial forecasts effectively. With a focus on audit readiness and supporting over 8,000 organizations worldwide, FinQuery aims to improve the accuracy and efficiency of financial accounting processes.

📋 Description

• Assist clients with onboarding their data onto our software solutions, including lease portfolios in LeaseQuery and business contracts in FinQuery 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 LeaseQuery 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 LeaseQuery and FCM • Perform customer training on all aspects of LeaseQuery 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 FinQuery policies and procedures

🎯 Requirements

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

🏖️ Benefits

• 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