Position description

As a Finance Operations Associate, your primary focus is to oversee all financial activities related to clients, such as invoicing, bill payments, escrow management, and financial audits for client "journeys." Additionally, this position will support Accounts Payable for ConceiveAbilities and contribute to various financial reporting tasks.

Position responsibilities

Structure work in support of client-facing processes, building and maintaining measurable tasks, checklists and KPIs
Liaise with ConceiveAbilities clients and vendors to actively manage and complete financial tasks and requests related to business operations
Issue precise client invoices, handle bills, and process payments aligned with customer journeys
Regularly audit client escrow accounts
Collaborate with internal teams (Sales, Legal, Operations) to prioritize tasks and resolve customer-facing issues promptly, delivering exceptional client service at all times
Assist, as necessary, with month- and year-end close, annual audit support, and certain federal, state, and municipal filings
Provide ad-hoc analytical support to assist management with company-wide initiatives and strategies
Cross-train with other financial team members

Experience and skills

RequiresEITHER a BA/BS degree preferably in Accounting, Finance, or BusinessOR
A minimum of 3 years of relevant work experience in place of a BA/BS degree
Excellent communication skills, both verbal and written
Strong Excel skills; familiarity with QuickBooks Online, Salesforce, and Bill.com is a plus
Highly organized and detail-oriented with the ability to multitask
Able to apply excellent business acumen and collaborative skills in problem-solving

We offer:

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

Employment Type: Full Time

Reports To: Tom Tison, Controller

ConceiveAbilities is an equal opportunity employer.

About ConceiveAbilities

ConceiveAbilities is the premier gestational surrogacy and egg donation agency in the United States and worldwide. For nearly 30 years, ConceiveAbilities has guided clients through the complex process of family building through assisted reproductive technologies. We are modern family advocates that believe that everyone who wants to become a parent, can. Parents should be able to choose from many family-building options - regardless of marital status, fertility challenges, geopolitical factors, or social motivation. At ConceiveAbilities, we are All In. Our staff is committed to helping our clients from their first meeting, to choosing a surrogate, to the delivery plans for the baby and every step in between.

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Finance Operations Associate

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