Note: The job is a remote job and is open to candidates in USA. Envision Horizons is a global marketplace growth agency specializing in Amazon, Walmart, and other major retail media networks. They are seeking a detail-oriented, process-driven Finance & Operations Specialist to manage core financial operations, contract administration, and collections for their growing client base.
Responsibilities
- Manage monthly client invoicing and ensure invoices are issued accurately and on schedule
- Monitor Accounts Receivable and proactively follow up on outstanding balances
- Own the collections process while maintaining positive, professional client relationships
- Apply customer payments and reconcile outstanding balances
- Assist with bookkeeping and monthly close activities
- Reconcile bank accounts and credit card transactions
- Maintain vendor records and assist with Accounts Payable
- Prepare financial reports and AR aging reports for leadership
- Support budgeting and forecasting processes
- Maintain accurate financial documentation and records
- Partner with HR to ensure payroll data is accurate and submitted on time, so team members are paid correctly and on schedule
- Manage commission calculations and tracking, ensuring structures, rates, and payouts align with approved plans and documented performance
- Help reconcile payroll and commission entries with accounting records and flag discrepancies for resolution
- Maintain organized documentation related to payroll inputs, commission plans, and payouts
- Generate client contracts, Statements of Work (SOWs), amendments, and renewals using standardized templates
- Ensure contracts align with approved pricing and standardized service offerings
- Coordinate contract signatures and maintain organized contract files
- Track renewal dates and contract milestones to prevent gaps or surprises
- Assist Sales and Operations with contract-related questions
- Help maintain contract compliance and documentation standards
- Partner with Sales to ensure accurate client onboarding documentation
- Coordinate with Operations to ensure billing aligns with executed contracts and service delivery
- Maintain internal financial and operational systems and records
- Assist in improving workflows through automation and AI where appropriate
- Identify opportunities to eliminate manual processes and improve efficiency
- Help maintain operational dashboards and reporting
- Monitor aging receivables and maintain an up-to-date AR aging view
- Conduct professional outreach regarding overdue invoices
- Escalate collection issues when necessary, partnering with leadership on next steps
- Coordinate payment plans when appropriate
- Partner with Client Success to resolve billing issues before they become collection issues
- Document finance and operational processes in clear, repeatable formats
- Identify automation opportunities across invoicing, collections, reporting, and contract workflows
- Improve reporting accuracy and visibility for leadership
- Support ERP/CRM improvements and data hygiene
- Help standardize workflows across the organization
- Leverage AI tools to improve efficiency and reduce manual work
Skills
- 3–6+ years in bookkeeping, accounting, finance operations, business operations, or a similar role
- Strong understanding of Accounts Receivable and invoicing
- Experience with bookkeeping fundamentals (journal entries, reconciliations, basic reporting)
- Excellent organizational skills and ability to keep multiple processes running smoothly
- High attention to detail and a habit of double-checking your work
- Ability to manage multiple priorities simultaneously in a fast-paced environment
- Strong written and verbal communication skills, including professional client communication
- Advanced Excel / Google Sheets proficiency (lookups, pivot tables, formulas)
- Comfortable working independently in a remote-first environment with distributed teams
- Experience at a professional services company or agency
- Experience with QuickBooks Online or similar accounting software
- Experience with CRM platforms such as HubSpot, Salesforce, or Pipedrive
- Contract administration experience (SaaS, agency, or services environments)
- Familiarity with ecommerce or digital marketing businesses
- Experience supporting payroll and/or commission processes
- Experience using AI tools to improve productivity and streamline workflows
Benefits
- Competitive base salary plus discretionary bonus, so your results and ambition are truly rewarded.
- Fully remote culture, with collaborative hubs in New York, Boston, Chicago, Denver, Salt Lake City, and Seattle; join us from anywhere, but connect where opportunity grows.
- Comprehensive health, vision, and dental insurance with a minimum company contribution, 401(k) match to plan for your future, and flexible PTO and wellness days to support both your personal and professional well-being.
- Career growth support, ongoing learning opportunities, 1:1 leadership coaching program, and structured mentorship opportunities.
- Engaging virtual team events and activities throughout the year.
- Partnership with Talkspace for free mental health support.
Company Overview