Financial Operations Assistant (remote)

at  Parasol Alliance

Parasol Alliance is looking for a Financial Operations Assistant to join our talented team!
Position Mission
The Financial Operations Assistant will support our finance and HR teams. This role involves a variety of administrative tasks, with a focus on client billing and invoicing. The ideal candidate will be organized, efficient, and capable of managing multiple responsibilities with accuracy and professionalism.
Responsibilities

Financial Support: assist the Director of Finance with various bookkeeping tasks including the following:

• Billing and Invoicing
• Prepare and send invoices to clients
• Track and follow up on outstanding invoices to ensure timely payments
• Assist in resolving any billing discrepancies or issues

Operations Support: assist the Director of People Operations with various administrative tasks including the following:

• Assist in processing onboarding, termination, and internal change tickets
• Assist with internal mentorship programs including the new employee mentorship and career development mentorship program
• Assist with employee engagement initiatives including townhalls, engagement surveys, and new employee socials
• Assist with Best & Brightest nomination surveys
• Process internal purchase request tickets
• Proactively update information on company SharePoint
• Book internal travel and manage travel calendar
• Oversee logo wear and anniversary swag orders
• Maintain and update internal training videos/create additional content as needed
• Other duties as assigned

Requirements

• Associate’s or bachelor’s degree preferred
• Proven experience as an administrative assistant or in a similar role
• Familiarity with billing and invoicing processes
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Strong organizational and time-management skills
• Excellent communication and interpersonal abilities
• Attention to detail and problem-solving skills
• Ability to work independently and as part of a team

Financial Support: assist the Director of Finance with various bookkeeping tasks including the following:

• Billing and Invoicing
• Prepare and send invoices to clients
• Track and follow up on outstanding invoices to ensure timely payments
• Assist in resolving any billing discrepancies or issue

Operations Support: assist the Director of People Operations with various administrative tasks including the following:

• Assist in processing onboarding, termination, and internal change tickets
• Assist with internal mentorship programs including the new employee mentorship and career development mentorship program
• Assist with employee engagement initiatives including townhalls, engagement surveys, and new employee socials
• Assist with Best & Brightest nomination surveys
• Process internal purchase request tickets
• Proactively update information on company SharePoint
• Book internal travel and manage travel calendar
• Oversee logo wear and anniversary swag orders
• Maintain and update internal training videos/create additional content as needed
• Other duties as assigne