Business Operations Specialist – Financial Operations at Goldstone Partners, Inc.

Lakewood, Colorado, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Oct, 26

Salary

90000.0

Posted On

04 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Accounting, Bookkeeping, Financial Operations, Intacct, Carta, Equity Administration, Contract Management, Microsoft 365, AI Automation, Project Coordination, Accounts Payable, Accounts Receivable, Payroll Coordination, Month-end Close, Corporate Governance, Data Room Administration

Industry

Staffing and Recruiting

Description

Company Description Phase Change Software, headquartered at the base of the Rockies in beautiful Lakewood, Colorado, uses artificial intelligence to query, analyze, and aid in the maintenance of legacy source code. Our patent-pending methods for software analysis will dramatically improve development. Our work is at the bleeding edge of what is mathematically provable and programmable. We are preparing to move to production and are looking for serious professionals to join us on this journey. If you are passionate about Artificial Intelligence and building software that will have a lasting impact on the future, then we might be what you've been looking for. Our Values: Innovation, Productivity, Human-Centric 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. Compensation: USD 800000 - USD 900000 - yearly

Responsibilities

Manage day-to-day financial operations including A/P, A/R, payroll, and month-end close activities using Intacct and Carta. Coordinate corporate governance, investor documentation, and vendor relationships while leveraging AI to improve business efficiency.