Finance Operations, Associate

Position Overview 

The Finance Operations Associate plays a key role in the daily execution and continuous improvement of Capstone’s finance operations. The ideal candidate thrives in a fast-paced, growing professional services environment and is passionate about data and operational excellence.  

Key Responsibilities 

Accounts Payable & Expense Management (≈40%) 

• Manage full-cycle AP, including vendor onboarding, invoice processing, and payment runs via Bill.com. 

• Manage our expense platform, Navan, and ensure accurate GL coding and policy compliance. 

• Build and manage vendor and employee relationships with professionalism, timeliness, and accuracy. 

• Manage operational request forms (conferences, subscriptions, professional development) to ensure proper approvals and budget alignment. 

• Track and reconcile sales commissions. 
• Assist with 1099 and global vendor tax documentation. 

Accounting & Operational Finance (≈60%) 

• Enter and maintain financial data within the ERP system, ensuring accuracy and completeness. 

• Prepare accounting schedules, reconciliations and reports, including prepaid and accrued expenses, amortization, COGS and timesheet. 

• Create and manage broader financial reports, dashboards, and ad-hoc analyses. 

• Partner with business and data owners across departments to ensure accurate, timely operational data and improve accountability. 

• Design and implement standardized, repeatable processes. 

• Create and maintain process documentation, SOPs, and checklists. 

• Partner with stakeholders to simplify, automate, or eliminate manual steps. 

• Monitor process performance and continuously improve accuracy and efficiency. 

 

Qualifications 

Required 

• Bachelor’s degree in Accounting, Finance, or a related field. 

• Minimum 1 year of full-time experience in accounting, accounts payable, or finance operations. 

• Solid understanding of GAAP and accrual-based accounting principles. 

• Strong analytical, problem-solving, and reconciliation skills. 

• High attention to detail with the ability to manage multiple priorities and maintain accuracy under deadlines. 

• Clear, professional communication and interpersonal skills, including the ability to explain financial information and resolve issues calmly and effectively. 

• Strong proficiency in Microsoft Excel and Outlook, with comfort working in financial and ERP systems. 

• Demonstrated ownership mindset, taking responsibility for work through completion and ensuring issues are fully resolved and documented.