Finance Operations Assistant

About the Role

Paz Financial Consulting is seeking a Finance Operations Assistant to support day-to-day financial operations and help maintain accurate, organized, and timely processing of finance-related tasks. This role supports internal teams by ensuring information is captured correctly, documentation is complete, and routine workflows move forward without delays.

Success in this position looks like consistently accurate work, strong attention to detail, timely completion of assigned tasks, and effective coordination with team members to keep financial operations running smoothly.

Duties & Responsibilities

Assist with routine financial data entry, updates, and validation to ensure accuracy and completeness.
Support accounts processing by preparing, organizing, and reviewing documentation for correctness.
Maintain organized records and files, ensuring information is stored properly and is easy to retrieve.
Help track and reconcile routine items by comparing records and flagging discrepancies for review.
Coordinate task status and follow-ups to support timely completion of operational workflows.
Prepare basic reports and summaries from source data to support internal decision-making.
Respond to internal requests for information by locating, verifying, and sharing relevant details.
Support invoice and payment workflow activities, including documentation preparation and status tracking.
Assist with month-end or other periodic operational tasks as assigned.
Maintain confidentiality of financial information and adhere to internal policies and procedures.

Requirements

Education: Associate degree or Bachelor’s degree in Accounting, Finance, Business Administration, or a related field (or equivalent practical experience).
Experience: 1+ years of experience in finance, accounting operations, bookkeeping, or a related administrative finance role.
Software/Tools: Proficiency with spreadsheet tools (e.g., Excel or Google Sheets) and experience with accounting or bookkeeping software (preferred).
Industry Knowledge: Familiarity with basic financial operations concepts (e.g., invoices, reconciliations, documentation standards).
Detail Orientation: Strong attention to accuracy, with the ability to spot errors and inconsistencies.
Communication: Professional written and verbal communication skills for coordinating with team members.
Organization: Ability to prioritize tasks, manage deadlines, and maintain organized records.
Integrity: Commitment to confidentiality and ethical handling of financial information.
Work Style: Comfort working in a fast-paced environment with a continuous-improvement mindset.

Benefits

Health insurance options (medical, dental, and vision, where available)
Paid time off (PTO) and paid holidays, where available
Retirement savings plan options (e.g., 401(k)) where available
Workplace wellness support (e.g., wellness resources or programs, where available)
Professional development and opportunities to build skills through on-the-job training
Supportive team environment focused on growth and operational excellence

Compensation: $26 – $34 / hour (Full-Time).