Finance Assistant

Job Description

Finance Assistant | Smartly Technologies

The Tone:
This is a full-time role at Smartly Technologies, offered remotely for candidates located anywhere in the United States. Smartly Technologies is a comprehensive technology provider, supporting clients with managed IT services, advanced cybersecurity solutions, cloud services implementation, software and web development, and ongoing technical support. The company also handles systems management, data solutions, project delivery, and customer service. This Finance Assistant position is a key addition to the team, providing essential support for routine financial records, account reconciliations, financial reporting, and general finance administration. The role ensures the accuracy and organization of financial data, which is critical for the company’s operational integrity and continued service delivery across its diverse technology offerings.

The TL;DR
• Role: Early Career
• Type: Full Time
• Location: Remote, United States
• Pay: $53500–$61000 yearly
• Mission: Support routine financial records, reconciliations, reporting, and finance administration for the company.

What You’ll Actually Do
• Data Management: Accurately enter and organize all approved financial transactions, including invoices, receipts, and expense records, ensuring supporting documents are correctly filed.
• Account Reconciliation: Assist with diligent account reconciliations and investigate any routine discrepancies that arise, strictly following established company procedures.
• Financial Record Maintenance: Maintain and update organized finance files, schedules, trackers, and all supporting documentation relevant to managed IT and technical delivery operations.
• Reporting & Summaries: Prepare and distribute recurring financial summaries, payment status reports, and various spreadsheet updates for the Smartly Technologies team.
• Internal Coordination: Coordinate resolution of routine finance questions and secure missing documentation by communicating effectively with appropriate internal teams, while also protecting all confidential financial information.

The Must-Haves
• Background: Entry-Level: This role is designed for an entry-level professional, bringing a basic understanding of core financial concepts such as bookkeeping, processing invoices, managing expenses, handling payments, and conducting reconciliations. This foundational knowledge is essential for accurately supporting the team’s financial operations.
• Experience: Technical Aptitude: Demonstrated comfort and practical ability in utilizing various accounting or finance systems, managing data efficiently within spreadsheets, and collaborating effectively through shared document platforms are required for daily tasks.
• Skills: Core Competencies: Possess strong numerical accuracy and excellent spreadsheet proficiency to handle financial data. Exhibit robust organizational skills and meticulous attention to detail in all tasks. Maintain clear written communication for internal coordination and demonstrate high discretion when handling confidential financial records, including banking, customer, and vendor information.