Finance Operations Associate

Responsibilities

• Revenue Cycle
• Own deal setup creation and daily cash application
• Manage AR reminder workflows and partnership invoicing
• Handle billing tickets and internal AR follow-ups
• Act as primary point of contact for disbursement AR settlements
• Expense Management
• Administer Float for daily credit card transaction coding and employee reimbursement reviews
• Support ongoing expense process controls and system integrity
• General Accounting Support
• Post basic bank journal entries and support daily bank transaction activity
• Support balance sheet reconciliations
• Assist in audit and tax preparation
• Agent Supervision
• As workflows are automated over time, take on a supervisory role: review system outputs, manage exception queues, resolve escalations, and ensure accuracy and completeness across AR, expense, and reconciliation processes
• What skills you need:
• 2-4 years of experience in accounting, finance operations, or a similar role
• Hands-on experience with AR/collections and AP processes
• Comfort working in cloud-based finance tools (Float, NetSuite, Stripe, Zip or similar)
• Strong attention to detail with a bias toward building systems over repeating manual tasks
• Ability to prioritize across multiple high-frequency workflows in a fast-paced environment
• CPA in progress preferred
• Why Join DealMaker
• Founded in 2018 by leading capital markets lawyers, DealMaker has blazed its own trail as the leading online capital-raising platform.As a tech startup, we are well-capitalized, firmly established in our market, and ready to scale. Here's why you should want to join us:
• Competitive compensation with the opportunity to earn equity-get into a growth company on the ground floor
• A diverse & distributed team of doers, innovators, and experts
• Shared employee benefit plan (medical, vision, & dental)
• We love AI and have tools to support you build innovative solutions
• Annual learning support And more!
• Applicants may request information about the use of these tools or request an alternative selection process by contacting us at Talent@dealmaker.tech. For more information about how personal information is collected and used, please see our Privacy Notice.
• Equal Employment Opportunity

Requirements

• You are a tech-forward finance professional who prioritizes automation over manual processing - comfortable executing a structured collections and accounting process today, and motivated to progressively reduce manual work by improving and scaling automated finance workflows.

Benefits

Additional Information

DealMaker is a fast-growing fintech company revolutionizing the capital markets ecosystem with a mission to make online capital raising mainstream. We empower founders, CEOs, and operators to raise capital digitally, both from their own communities and through strategically marketed campaigns. No other platform provides an end-to-end solution like ours-and our track record speaks for itself, with over $2B raised across 1,000+ campaigns. We power the largest online capital raises for customers like EnergyX ($88M), Green Bay Packers ($65M), Miso Robotics ($72M+), Monogram Orthopaedics (Nasdaq:MGRM) and many others, with 3 IPOs in the past year alone. We are quickly expanding our horizons and are seeking talented team members to join us on our journey to transform the global capital market.

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