Envision Horizons
Finance & Operations Specialist
United States - Remote
Sponsorship not specifiedDetected 14 days ago
ReactHubSpotSalesforceCRMAccountingForecastingBudgetingExcelQuickBooksProcess ImprovementERPHRISAR/VRLeadershipCommunicationMentoringOrganizational SkillsAccounts Payable
About the role
- This role is ideal for someone who enjoys both hands-on execution and making things better over time-documenting processes, finding automation opportunities, and partnering with leaders to increase visibility into financial operations.
Responsibilities
- Manage monthly client invoicing and ensure invoices are issued accurately and on schedule.
- Own the collections process while maintaining positive, professional client relationships.
- Maintain vendor records and assist with Accounts Payable.
- Support budgeting and forecasting processes.
- Maintain accurate financial documentation and records.
- Payroll & Commissions Support
- 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.
Nice to have
- Monitor Accounts Receivable and proactively follow up on outstanding balances.
- Apply customer payments and reconcile outstanding balances.
- Assist with bookkeeping and monthly close activities.
- Reconcile bank accounts and credit card transactions.
- Prepare financial reports and AR aging reports for leadership.
- Help reconcile payroll and commission entries with accounting records and flag discrepancies for resolution.
- Generate client contracts, Statements of Work (SOWs), amendments, and renewals using standardized templates.
- Ensure contracts align with approved pricing and standardized service offerings.
Compensation
- Competitive base salary plus discretionary bonus, so your results and ambition are truly rewarded.
Benefits
- Competitive base salary plus discretionary bonus, so your results and ambition are truly rewarded.
- 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.
- Partnership with Talkspace for free mental health support.
Company info
- Our values: Be a Leader, Get It Done, Be Inquisitive, and Have Humility, are more than words.
- They're the foundation of every win and the reason our team stays and grows.
- Recruitment Fraud Warning
- Envision Horizons has recently been made aware of fraudulent recruiting activities involving individuals falsely claiming to represent our company.
- Please note that we never ask candidates for personal financial information, money, or payments at any stage of the hiring process.
- We also do not use Telegram or other informal messaging apps for interviews or official recruitment communication.
- All legitimate communication from our recruitment team will come from an email address ending in @envisionhorizons.com http://envisionhorizons.com, and interviews are conducted only through our official channels, including email and Ashby, our recruitment platform.
- If you are contacted by someone claiming to represent Envision Horizons and the communication seems suspicious, please do not share any personal information or send any money.
- Instead, report the incident by emailing trust@envisionhorizons.com so appropriate action can be taken.
- Your safety and trust are our priority.
- Culture-Driven: Our values: Be a Leader, Get It Done, Be Inquisitive, and Have Humility, are more than words.
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This listing is sourced directly from Envision Horizons's careers page and normalized into a canonical job model.