Finance & BizOps Assistant

1 month ago


New York, United States CodePay Inc. Full time

Company Overview:

Simplifying ISV payment workflow with 7 lines of code, CodePay is: An end-to-end, pre-certified payment platform for ISVs, VARs and other commerce innovators An open network, the infrastructure to accelerate merchant adoption of new payment technologies A data-centric VAS ecosystem to power business automation and driver better commerce.


Responsibilities:

  • Develop and implement operational policies and procedures to improve efficiency and productivity.
  • Collaborate with employees and managed service provider, analyzing business processes, and identifying areas for improvement such as streamlining processes and reducing costs.
  • Conduct research and data analysis to inform business decisions.
  • Assist in managing financial records and processes.
  • Support in reconciling invoices, bank records, and drafting financial documents.
  • Engage in data entry, processing, and recording transactions, updating the ledger.
  • Initiate vendor/supplier payments, payroll, and reimbursements from QuickBooks.
  • Assist with audits or fact-checking, preparing budgets, and financial reports.
  • Assist in tracking expenses for specific projects, handling invoices, and bookkeeping.
  • Support marketing work streams, including content marketing, branding, and events.
  • Ensure compliance with all applicable laws, regulations, and industry standards.
  • Help with vendor relationships and contract negotiations.
  • Support the hiring and training of new employees as needed.
  • Monitor key performance indicators (KPIs) and develop reports to track progress towards operational and financial goals.


Qualifications:

  • Bachelor's degree in Finance, Accounting, Business Administration, Operations Management, or a related field is preferred.
  • Experience in project management, process improvement, or financial & business analysis.
  • Previous experience or familiarity with accounting software, particularly QuickBooks, is highly desirable.
  • Basic understanding of accounting principles, good mathematical, and computing skills.
  • Strong analytical, problem-solving, and communication skills.
  • Proficiency in using MS Office software.
  • Ability to work independently and as part of a team, with a willingness to learn and adapt.
  • Bilingual proficiency in English and Mandarin for efficient communications with our manufacturing partner.
  • Successful candidates should have experience working with data and an understanding of financial management, including budgeting and forecasting is preferred, but not required.


Internship Details:

  • A 6-month internship period.
  • Exceptional performers may be considered for full-time positions.
  • Support and training will be provided throughout the internship period.



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