Financial Operations Specialist

Toptal launches HireGlobal 🚀 The most competitively priced global workforce payroll platform.

Now hiring

Financial Operations Specialist

About Toptal

Toptal is a global network of top talent in business, design, and technology that enables companies to scale their teams, on-demand. With $200+ million in annual revenue and team members based around the globe, Toptal is the world’s largest fully remote workforce.

We take the best elements of virtual teams and combine them with a support structure that encourages innovation, social interaction, and fun. We see no borders, move at a fast pace, and are never afraid to break the mold.

Job Summary

Are you detail-oriented, organized, and passionate about driving exceptional process-driven outcomes? Do you have experience working closely with clients and internal teams to ensure that payment transactions are processed efficiently and accurately? If so, we encourage you to apply to our Financial Operations team, where we bring a can-do spirit to work with us every day We are looking for a Financial Operations Specialist who will be a part of Toptal’s fast-paced environment, where we set the bar high and work daily to push the limits when it comes to service standards. We believe in the impact that exceptional service truly has not only on your own success but in the strengthening of relationships with our clients as well. We approach every challenge with a positive demeanor and view problems as an opportunity for improvement.

In this role, we value team members who embrace change and can navigate evolving circumstances with flexibility and resilience. We need someone who can naturally prioritize tasks and manage their time effectively, ensuring efficiency and quality in every step of the process. We place a high emphasis on our ability to communicate both clearly and professionally and allow this to shine through with every interaction The ability to explain payment transaction details to clients is essential to ensuring business relationships remain strong and clients feel valued. Through your attention to detail and the emphasis you place on exceptional service standards, discrepancies will be resolved appropriately, and payments will be processed efficiently.

This is a remote position. We do not offer visa sponsorship or assistance. Resumes and communication must be submitted in English.

Responsibilities

The following information is intended to describe the general nature and level of work being performed. It is not intended to be an exhaustive list of all duties, responsibilities, or required skills.

- In this role, it is crucial to continuously remain professional in your communication, whether working with internal teams or clients.

- Your ability to remain organized will be evident as you see tasks through from start to finish with efficiency and quality.

- You will use the internal tools and payment applications available to you to complete daily tasks and continuously look for ways to better leverage resources and creatively resolve issues.

- You will assist with financial reconciliations, document control, and other basic accounting and clerical functions to support the overall business.

- You will drive continuous improvement of financial operational processes to enhance scalability and efficiency, while ensuring solutions are designed with both internal and external clients at the center.

- Your team, clients, and sales partners will know they can always count on you to provide exceptional service and uphold the Toptal reputation.

In the first week, expect to:

- Onboard and integrate into Toptal.

- Gain a deep understanding of the processes and procedures for the Finance team related to client billing, payment application, reconciliation, and new business development.

In the first month, expect to:

- Master the daily operational tasks for client invoicing and posting payments from clients.

- Provide client support regarding billing, payments, and payment methods.

In the first three months, expect to:

- Work seamlessly with both sales and internal teams to provide support with disputes, payment issues, and all other financial account inquiries while exercising discretion and independent judgment.

- Fully own relationships with specific clients to provide top-tier service for their billing and account requests.

In the first six months, expect to:

- Identify and analyze trends, patterns, and system issues to support process improvements.

- Propose solutions to improve output and client experience related to billing processes and user interfaces clients interact with.

- Create processes for new lines of business.

In the first year, expect to:

- Take ownership of specific processes, including Key Performance Indicators, continuous improvement, and strategies to increase their effectiveness.

- Be seen as an expert with the ability to train others on how to provide world-class customer service at Toptal.

Qualifications and Job Requirements

- Bachelor’s degree is required.

- 3 Years of previous work experience with finance or accounting responsibilities (accounts receivable, reconciliation, payment processing, purchase orders, etc.).

- Experience with accounting systems, such as but not limited to QuickBooks.

- Strong analytical skills, with proficiency in Google Sheets/Excel to analyze data, identify trends, and make recommendations.

- Highly organized with meticulous attention to detail.

- Demonstrated experience providing elite customer service and a positive can-do attitude.

- You can manage your time effectively and remain focused when working toward deadlines.

- Able to create, improve, and manage process documentation to support efficiency and alignment.

- Experience with and passion for working with a technology organization preferred.

- Experience working 100% remotely is preferred.

- Outstanding written and verbal communication skills.

- Ability to work in a fast-paced, rapidly growing company and handle a wide variety of challenges, deadlines, and a diverse array of contacts.

- You must be a world-class individual contributor to thrive at Toptal. You will not be here just to tell other people what to do.

#J-18808-Ljbffr