Finance Operations Associate

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🔥 0 minutes ago

🌽 Illinois – Remote

🌽 Illinois – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💸 Financial Planning and Analysis (FP&A)

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Donor & Surrogate Concierge

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2006

💼 Consulting

🏨 Hospitality

✈️ Travel

Consulting • Hospitality • Travel

Donor & Surrogate Concierge is a specialized service that matches intended parents with egg and sperm donors as well as surrogates. With over 25 years of experience, the company focuses on providing a personalized experience through dedicated case managers who guide clients through the entire matching process. They have access to a large database of over 25,000 donors and collaborate with more than 150 partner agencies to ensure clients find matches that align with their specific preferences and needs.

📋 Description

• Oversee financial activities related to clients, including invoicing, bill payments, escrow management, and financial audits for client journeys • Support Accounts Payable for ConceiveAbilities • Contribute to financial reporting tasks • Structure work supporting client-facing processes by building and maintaining measurable tasks, checklists, and KPIs • Liaise with clients and vendors to manage and complete financial tasks and business-operation requests • Issue client invoices, handle bills, and process payments aligned with customer journeys • Regularly audit client escrow accounts • Collaborate with Sales, Legal, and Operations to prioritize tasks and resolve customer-facing issues • Assist with month-end and year-end close, annual audit support, and federal, state, and municipal filings • Provide ad-hoc analytical support for company-wide initiatives and strategies • Cross-train with other financial team members

🎯 Requirements

• BA/BS degree, preferably in Accounting, Finance, or Business, OR at least 3 years of relevant work experience in place of a BA/BS degree • Excellent verbal and written communication skills • Strong Excel skills • Familiarity with QuickBooks Online, Salesforce, and Bill.com is a plus • Highly organized and detail-oriented • Ability to multitask • Excellent business acumen • Collaborative problem-solving skills

🏖️ Benefits

• Generous PTO • Remote-first culture • Participation in in-person Employee Events • Travel for Employee Events • Medical, dental, vision, short- and long-term disability, basic life, and voluntary life insurance • 401(k) with matching contributions • FSAs • Continuing education allowance • The opportunity to make a difference and help build families