Business Operations Specialist – Financial Operations
$80,000–$90,000 year
On-siteLakewood, Colorado, United States
Job Summary
Manage A/P, A/R, payroll, and month-end close activities while reconciling accounts in Intacct and tracking equity activity between Carta and Intacct. Oversee the Box virtual data room for corporate books and due diligence materials, coordinating vendor and legal contract workflows with outside counsel for the current funding round. Contribute to C Corp conversion, governance documentation, and administrative tasks including vendor subscriptions and office operations. Identify efficiency opportunities using AI and automation to streamline business processes. This role supports the company's transition to production with a focus on financial rigor and cross-functional collaboration.
Required Qualifications
- Bachelor's degree or equivalent professional experience
- 5+ years in accounting, bookkeeping, or financial operations in a technology-driven, corporate, or professional services environment
- Working knowledge of Intacct or a comparable accounting platform
- Advanced Microsoft 365 skills with the ability to leverage Excel, SharePoint, Teams, and other productivity tools to improve how work gets done
- Strong organizational and project coordination skills with the ability to manage multiple priorities and keep initiatives moving
- Analytical mindset with excellent attention to detail and a natural curiosity for solving problems
- Professional communicator who works effectively with employees, vendors, investors, and outside counsel
- Resourceful, self-directed professional who takes ownership, asks thoughtful questions, and adapts as priorities evolve
- U.S. Citizens and Green Card holders
- Principals only
Desired Qualifications
- Experience with equity administration tools such as Carta - reconciling cap table activity against financial records
- Exposure to legal operations, contract management, or data room administration
- Hands-on experience using AI and automation to streamline workflows and improve business processes
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