Financial Support Specialist (Remote- US Based)

About Us
At Togetherwork, we understand the power of connection and the strength of collaboration. Our team is a blend of unique voices, skills, and expertise, united by a shared vision to create lasting impact. We foster an atmosphere of continuous growth and learning by encouraging open dialogue and embracing ideas for improvement. In our fast-paced environment, our commitment to your success extends beyond the day-to-day—it encompasses comprehensive professional development and competitive benefits, underscoring your critical role in our shared success.

Job Summary 
We are seeking a knowledgeable Financial Support Specialist to join our team. In this role, you will serve as the financial expert for our support team, providing exceptional customer service and technical support to CFOs, financial users, and other stakeholders at our customer sites. You’ll also play a pivotal role in troubleshooting financial issues, training and coaching support teams, and collaborating with product and consulting teams to drive continuous improvement.

Responsibilities 

• Serve as the financial expert for the support team and customer escalations.
• Provide excellent customer service over video and live calls, with approximately 30% customer interaction and 70% backend investigative work.
• Diagnose and resolve financial issues such as stuck batches, incorrect general ledger (G/L) accounts, G/L detail duplication, and accounting integration problems.
• Offer guidance on accounting best practices and address system-related training issues.
• Become an expert in our solution, specifically in its financial components.
• Understand and apply accounting principles such as journal entries, debits, and credits.
• Perform financial reporting and analysis for association customers.
• Advise the product team on enhancements based on user feedback.
• Train and coach Tier 1 and Tier 2 support teams, serving as the escalation point for complex financial issues.
• Collaborate with the accounting practice manager and consulting teams to stay updated on the latest accounting trends and updates.

Requirements 

• Bachelor’s degree in accounting, finance, or a related field (preferred).
• Strong communication, problem-solving, and analytical skills.
• Basic knowledge of accounting principles, including journal entries, debits, and credits.
• Experience with financial reporting and general ledger systems.
• Familiarity with Microsoft Dynamics Suite or other ERP/SaaS applications (preferred).
• Experience in customer service or technical support, particularly in a financial setting.
• Proficiency in Microsoft Office Suite and understanding of how transactions integrate with ERP systems.
• Ability to work collaboratively within a team-oriented culture and in a fast-paced environment.
• Strong organizational skills with the ability to manage multiple tasks and prioritize effectively.

Excited about this role but don’t meet every single requirement?  Studies have shown that women and other marginalized groups are less likely to apply to jobs unless they meet every single qualification.  At Togetherwork we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways.  You may be just the right candidate for this or other roles.

The Company offers a comprehensive employee benefits program, including:

• Medical, dental, and vision insurance options 
• 100% Employer paid short/long term disability
• Basic Life 
• 401(k) option with 100% company match 
• Flexible paid personal/vacation time built on mutual trust and accountability
• 10 sick days annually 
• 10 company paid holidays
• 6 weeks paid parental leave

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. 

Salary Range Disclosure

The base range represents the low and high end of the Togetherwork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of Togetherwork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.

Salary Range

US Remote: $70,000-$85,000 USD per year 

Togetherwork provides integrated software and financial solutions to a wide range of communities and organizations including associations, camps, unions, fraternities & sororities, gyms, dance studios, religious congregations, pet services, and more.

Our mission-critical tools help our customers manage and grow their communities, and enhance the depth and breadth of their member engagement. Our team is united in its desire to help our clients better serve and empower their communities.

This role is supporting our Associations Vertical Solution https://www.togetherwork.com/vertical-solutions/associations/