Business Operations Specialist – Financial Operations

Job Description

As the newest member of our team, you'll play an integral role in our financial operations - keeping the books accurate and month-end close on track as we grow. Financial operations are your foundation, but you'll also be coordinating special projects - corporate governance to investor documentation and contributing across the business as new priorities emerge. With 5+ years of experience in accounting, bookkeeping, or financial operations in a fast-paced, technology-driven environment, you're ready to make an immediate impact. If you enjoy variety, finding better ways to work, and being part of a small, collaborative team, let's talk! 

Your Values: Curiosity, Emotional Intelligence, Efficiency  

Here’s some of what needs to be done: 

• Managing A/P, A/R, payroll coordination, and month-end close activities 
• Reconciling accounts and maintaining accurate financial records in Intacct 
• Tracking equity activity between Carta and Intacct, including the investment tracker 
• Overseeing the Box virtual data room for corporate books, investment documents, and due diligence materials 
• Coordinating vendor and legal contract workflows with outside counsel, including equity administration vendor onboarding and investment paperwork for the current funding round 
• Contributing to C Corp conversion, governance documentation, and other company-level projects as they arise 
• Managing vendor relationships, subscriptions, office operations, and day-to-day administrative activities 
• Identifying opportunities to improve efficiency by using AI, automation, and better business processes 
• Jumping in wherever needed to help the business move forward 

Qualifications

And what it’ll take to get it done: 

• Bachelor's degree or equivalent professional experience  
• 5+ years in accounting, bookkeeping, or financial operations in a technology-driven, corporate, or professional services environment 
• Working knowledge of Intacct or a comparable accounting platform, Intacct strongly preferred 
• Familiarity with equity administration tools such as Carta - reconciling cap table activity against financial records is a plus 
• Exposure to legal operations, contract management, or data room administration - you don't need to be a paralegal, but you shouldn't be starting from zero 
• Advanced Microsoft 365 skills with the ability to leverage Excel, SharePoint, Teams, and other productivity tools to improve how work gets done 
• Hands-on experience using AI and automation to streamline workflows and improve business processes 
• Strong organizational and project coordination skills with the ability to manage multiple priorities and keep initiatives moving 
• Analytical mindset with excellent attention to detail and a natural curiosity for solving problems 
• Professional communicator who works effectively with employees, vendors, investors, and outside counsel 
• Resourceful, self-directed professional who takes ownership, asks thoughtful questions, and adapts as priorities evolve 

Additional Information

Our team enjoys: 

• Salary $80,000–$90,000 and a strong benefits package 
• A dog-friendly office where you can enjoy a focused work environment 
• Working at the edge of what's possible in AI 

Goldstone Partners is helping Phase Change Software find a Business Operations Specialist who brings financial rigor and the range to work across the business. Applications are welcome from U.S. Citizens and Green Card holders. Principals only, please.