Finance & Admin Specialist

Working Schedule: Monday Friday (Pacific Time)

Work Arrangement: Fully Remote (Work From Home)

Salary: $1300 - $ 1500 monthly

Employer:  A San Francisco–based technology company that provides an identity-powered personalization and conversion optimization platform for e-commerce brands, helping them capture customer data and deliver personalized onsite experiences to boost engagement and revenue.

Job Overview

We are looking for a detail-oriented Finance & Admin Specialist to support our bookkeeping, payroll, administrative, and executive operations. This role requires strong organizational skills, accuracy, and discretion in handling financial and confidential information while working closely with leadership, sales, and external partners in a remote setup.

Systems & Tools Access

The role will work with, but is not limited to, the following tools and platforms:

• Google Workspace (Docs, Sheets, Gmail, Calendar, Groups)

• Slack

• Zoho (Digioh, Push Planet, Conversion Bus)

• Recurly

• HubSpot

• TriNet

• Multiplier

• HelpScout

• QuickBooks

• Bank of America (Digioh, Push Planet, Conversion Bus)

• Wise

Key Responsibilities

Bookkeeping & Billing

• Update and mark invoices as paid in Zoho based on Bank of America records

• Create and manage one-time and recurring invoices in Zoho and Recurly

• Update billing amounts and process one-time payments in Recurly

• Handle invoicing for direct customers and reseller accounts

• Pay vendors through QuickBooks

• Coordinate with Sales and Customer Success via Slack regarding deal and billing inquiries

• Follow up on overdue invoices

Payroll Support

• Review and approve employee expenses prior to payroll processing

• Coordinate with CRO on quarterly commission validation and entries

• Ensure time-off requests are properly reflected in payroll

• Review and process semi-monthly payroll

• Liaise with TriNet and Multiplier on payroll, employee, and compliance matters

• Process contractor payments via Wise and Bank of America

Administrative Support

• Manage user access, password resets, and Google Groups in Google Workspace

• Ensure SOC 2 onboarding requirements are completed for new hires

Executive Support

• Manage CEO and CTO email inboxes and calendars

• Prepare meeting agendas and provide scheduling support

• Coordinate and send gifts as requested by leadership

Qualifications

• Strong attention to detail and high level of accuracy

• 2-3 years of experience handling payroll, bookkeeping, or finance-related tasks preferred

• Ability to manage confidential and sensitive information with discretion

• Strong organizational and time-management skills

• Excellent written and verbal communication skills

• Comfortable working with multiple systems and learning new tools

• Ability to work independently while collaborating with cross-functional teams