Financial Operations Associate

*Please note that this is a duplicate role to the already posted Finance Operations Analyst for cross posting and recruitment reasons

Reports to: Vice President, Finance & Controller
Years Experience: 2 - 4 years
Department: Finance
Location: Boca Raton, FL or South Florida

The Position:

This is a critical finance hire designed with opportunities to reshape how we operate. Reporting directly to the VP of Finance & Controller, the Financial Operations Associate is a hybrid role blending accounting fundamentals with systems thinking and process optimization. You will own the Accounts Payable function while also helping transform BPD’s finance operation, driving automation, scalability, and efficiency across core workflows. The role requires collaborating well with various department and participating in special projects to enhance the efficiency and effectiveness of financial operations.

As an integral member of the finance team, this role plays a critical role in ensuring highly effective transaction processing to keep BPD running day-to-day from a financial operations perspective. Your responsibilities include managing and processing all aspects of accounts payable functions, ensuring timely and accurate handling of vendor invoices and payments. This role involves maintaining strong relationships with vendors, resolving discrepancies, and ensuring compliance with company policies and regulatory requirements. This role will also perform regular reconciliations, generate financial reports, and provide insights into cash flow and outstanding balances.

Advanced proficiency in ERP systems and Excel, along with strong analytical, communication, and organizational skills, are essential for success in this position.  

The Responsibilities:

Includes, but not limited to the following:

Accounts Payable & Vendor Operations

• Review, verify, and process invoices and payment requests for accuracy, completeness, and compliance with company policies.
• Support implementation of automation tools like Bill.com to reduce manual entry and improve workflow.
• Code and enter invoices into the accounting system, ensuring timely processing to take advantage of early payment discounts.
• Prepare and issue accurate and timely invoices to clients in partnership with the project management team.
• Manage vendor relationships and resolve discrepancies professionally and efficiently, communicating payment terms and conditions as directed by the manager.

Payment Execution and Collection:

• Prepare and process electronic transfers and payments, including ACH and wire transfers.
• Generate and distribute accounts payable checks.
• Monitor and track payments received from clients, following up on overdue invoices to ensure timely collection.

Finance Operations & Systems Improvement

• Identify inefficiencies and recommend process enhancements to streamline finance ops.
• Work with CFO and VP Finance & Controller to test, implement, and refine automation tools and system improvements.
• Help design a future-ready finance function with scalable processes and integrated reporting.

Month-End Close & Financial Reporting

• Perform regular reconciliations of accounts payable and accounts receivable transactions.
• Maintain accurate records and reports of accounts payable and receivable transactions.
• Assist in generating monthly, quarterly, and annual financial reports related to accounts payable and receivable.
• Support the preparation of financial reports, including AR/AP aging and variance analysis.
• Maintain detailed and accurate records to support audit and compliance requirements.

Expense Management:

• Process employee expense reports and credit card transactions, ensuring adherence to company policies.
• Review and approve corporate credit card statements, reconciling related expenses.
• Collaborate with partners to ensure accurate and timely filing and processing of sales tax returns.

Collaboration and Communication:

• Collaborate with other departments, such as client operations and project management, to ensure smooth workflow and resolve any issues.
• Communicate effectively with senior staff regarding status, issues, and improvements.
• Serve as a primary point of contact for clients regarding billing and payment inquiries, ensuring exceptional customer service.
• Coordinate with project managers and other members of the finance team to participate in, as needed, and help ensure successful monthly revenue recognition cycles for select clients.

Special Projects:

• Participate in special projects as assigned, including system implementations, process redesigns, or financial analysis projects.

The Essentials:

Technical Skills:

• Accounting Knowledge: Understanding of basic accounting principles and practices.
• Data Entry Skills: Accuracy and speed in entering financial data.
• Reconciliation Skills: Ability to perform account reconciliations and resolve discrepancies.
• Experience within Workamajig (our ERP) a plus.

Analytical Skills:

• Attention to Detail: Ensuring accuracy in all financial transactions.
• Problem-Solving Abilities: Identifying and resolving invoice discrepancies and payment issues.

Communication Skills:

• Written and Verbal Communication: Effectively communicating with vendors, clients, colleagues, and management.
• Customer Service Orientation: Handling vendor and client relations and inquiries professionally.

Organizational Skills:

• Time Management: Managing multiple tasks and deadlines efficiently.
• Organizational Abilities: Maintaining organized records and documentation.

Interpersonal Skills:

• Team Collaboration: Working effectively within a team and assisting colleagues as needed.
• Relationship Management: Building and maintaining positive relationships with vendors and clients.

Compliance and Ethics:

• Knowledge of Regulatory Requirements: Understanding and adhering to relevant laws and regulations.
• Ethical Standards: Maintaining confidentiality and integrity in handling financial information.

Software and Technology Proficiency:

• Familiarity with ERP Systems: Experience with enterprise resource planning systems for managing financial data (e.g., Workamajig).
• Excel Proficiency: Advanced skills in Excel, including the use of formulas, pivot tables, and data analysis tools.

The Vision:

BPD is a marketing services firm that delivers the future to healthcare’s leading brands. We provide fully integrated solutions – branding, marketing, communications and business consulting – which are technology-enabled, AI-infused, and supported by our proprietary data platform. All to ignite greatness in our clients and bring better health
to more people. Our clients range from the largest health systems to prestigious academic medical centers to leading healthcare innovators. For more information on BPD, visit www.bpdhealthcare.com.

Unified BPD unites our diverse backgrounds and perspectives into a stronger collective—one that fosters a more inclusive, impactful future for our people, our clients, and healthcare as a whole. Guided by ongoing reflection and learning, we respect every race, ethnicity, gender expression, sexual identity, ability, and life experience.

As BPDerrrs, we:

• Celebrate and value what makes each of us unique;
• Unite around our shared purpose to ignite greatness in those we serve and, by extension, help them improve the health to the communities they serve;
• Lead through inclusive work that authentically connects with all consumers and champions health equity for all
• Lean into honest dialogue, acknowledging that building a diverse workforce, fostering belonging, and creating the best, most inclusive work for our clients and their communities is an ongoing journey.

This commitment ignites our organization’s greatness and grounds the brilliant work we do for our clients and communities.

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BPD is proud to be an Equal Opportunity employer. BPD recruits qualified applicants without regard to race, color, religion, gender, age, ethnic or national origin, protected veteran status, physical or mental disability, sexual orientation, gender identity, marital status, or citizenship status.