About Us

Finance in a Box is an Accounting & Financial Consulting firm based in California, USA. We provide outsourced CFO/Controller services to companies around the world. In addition, we assist companies with building accounting teams.

Job-Overview

Job Title : Operations Associate

Job Location : 100% Remote

Job Shift : US EST Shift (6.30 pm- 3.30 am, IST)

We're looking for an Operations Associate to join us and expand our Team. We encourage people to bring the full breadth of their talents, experience, and personal style to make an impact on the clients we serve. We develop outstanding professionals and leaders who grow with our firm and gain the experience and training needed to build a great career.

Responsibilities and Duties

• Data Analysis: Collect and analyze data to support decision-making, generate reports, and provide insights to identify trends, issues, and opportunities for improvement. Monitor KPIs and performance metrics to track progress.
• Process Improvement: Identify inefficiencies in operational processes and propose solutions for improvement. Collaborate with cross-functional teams to streamline workflows.
• Project Management: Participate in and drive initiatives forward within Customer Operations, Customer Success, and Sales as needed across planning, execution, and evaluation.
• Administrative Support: Prepare reports, presentations, and materials, and perform data cleanup within Salesforce and Google Sheets.
• Strategic Planning : Assist in the development and implementation of strategic plans and initiatives. Collaborate with cross-functional teams to align strategies with business goals.
• Cross-Functional Collaboration: Collaborate with departments such as Finance, Marketing, Product, and Engineering to support strategic and operational initiatives.

Preferred Qualifications

• Education in business administration, finance, operations management, or related fields (not absolute but nice-to-have).
• Experience in similar previous roles (operations, strategy, or something similar) in a fast-paced work environment.
• Strong analytical skills with the ability to gather, analyze, and interpret data.
• Excellent project management skills with attention to detail and the ability to prioritize tasks.
• Proficiency in data analysis tools and software (Excel, Salesforce).
• Strong communication, presentation, and interpersonal skills.
• Ability to work independently as well as collaboratively in a team environment.

Benefits

• Financial : Competitive salary
• Work-Life Balance : Flexibility on vacation and time off
• Health : Healthcare paid by the company
• Remote Work : Work from home