Operations and Systems Support Specialist at Togetherwork

<h4>Operations and Systems Support Specialist</h4> <h4>Location: Remote (US)</h4> <p>The Operations and Systems Support Specialist supports Kesef's bookkeeping business systems while ensuring the accuracy, integrity, and security of organizational and client data. This role <em>serves as a resource for supporting </em>financial reporting, data coordination, AI/automation initiatives, and system needs. This position requires strong communication skills, initiative, technical aptitude, and the ability to work collaboratively across multiple teams and leadership levels while maintaining exceptional attention to detail and meeting consistent deadlines.</p> <p><strong>What You'll Do:</strong></p> <h3><u>Financial Operations Support</u></h3> <ul> <li>Assist with new client onboarding activities and internal system setup.</li> <li>Set up and maintain client bank account integrations with QuickBooks Online and Kesef's secure password management system. Troubleshoot integration issues coordinating with clients and their financial institutions.</li> <li>Set-up and maintain client payroll account integrations with QuickBooks Online and Kesef’s secure password management system. Troubleshoot integration issues coordinating with clients and their payroll vendors.</li> <li>Support Payroll and Pension Department during annual set-up, peak processing times and end of year reporting.</li> <li>Troubleshoot software integration problems, working with clients, client vendors, and internal teams to resolve issues promptly.</li> <li>Assist with set-up and maintenance of financial reporting dashboards</li> <li>Assist all areas with financial/client data related projects</li> </ul> <h3><u>General Operations Support</u></h3> <ul> <li>Maintain Monday.com board folders and perform periodic back-up and clean-up initiatives.</li> <li>Periodic back-up of key Monday boards&nbsp;</li> <li>Maintain client contact list by updating in Monday CRM and newsletter mailing list software.</li> <li>Maintain Monday board for the legacy client renewal project</li> <li>Support organizational AI/automation initiatives.</li> <li>Help with workflow documentation creation and maintenance</li> <li>Assist&nbsp;with newsletter and other special client communications</li> <li>Retrieve membership and contract data for billing manager, as needed</li> <li>Provide operational and systems support across all departments, as needed.</li> </ul> <p><strong>What You'll Bring:&nbsp;</strong></p> <ul> <li>Bachelor's degree in Accounting, Information Systems, Business Administration or a related field, or an equivalent combination of education and experience.</li> <li>Minimum of three years of experience in accounting, bookkeeping, financial operations, business systems support, or data management.</li> <li>Experience supporting business applications, system implementations, or enterprise software.</li> <li>Experience with reporting, automation initiatives, or business intelligence solutions preferred.</li> <li>Experience providing technical support and training to end users.</li> </ul> <h3>Technical Skills</h3> <ul> <li>Advanced proficiency in Microsoft Excel, formulas, lookups, and data analysis.</li> <li>Proficiency with Microsoft Office 365 applications.</li> <li>Familiarity with using AI tools like ChatGPT or Claude.</li> <li>Experience with QuickBooks Online, CRM systems, and cloud-based business applications preferred.</li> <li>Experience with Monday.com or similar project management platforms preferred.</li> <li>Ability to quickly learn and effectively utilize new technologies.</li> </ul> <h4><strong>Preferred:</strong></h4> <ul> <li>Experience in financial and synagogue operations.</li> <li>Accounts Payable, General Ledger and Payroll and pension experience</li> <li>Experience with data management, automation, workflow optimization, or business intelligence.</li> <li>Experience with QuickBooks Online, Monday.com, or similar cloud-based business systems preferred</li> </ul> <p>&nbsp;</p> <p><span data-teams="true"><strong>Work Authorization Notice: Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.</strong></span></p> <p><span data-teams="true"><span id="message-body-1787156759437" class="fui-ChatMyMessage__body rxl6n3s ___188suxi f10pi13n ftqa4ok f2hkw1w f8hki3x f1d2448m f1bjia2o ffh67wi f1j6vpng f1pniga2 f987i1v f1ffjurs f15bsgw9 f14e48fq f18yb2kv fd6o370 ffwy5si f3znvyf f57olzd f4stah7 f480a47 fs1por5 fk6fouc figsok6 fkhj508 f19n0e5 f9ijwd5 f1q0nqlt f10ostut f1o0qvyv f9ggezi f1xp5gbu f150uoa4 ffyari3 fo7qwa0 f16xkysk fa482kb f1jr86fo f19jalt7 fi0x08t f9qyqwh f15pwueu f2q1wh0 fu6ncsl f1wtgxlg fxowb0n f11ghf3q f13aoclr flypziy f10kwr27 fquw1qa fftr39l f13lathq f15hsm81 f2ss68y ffb60jq f8nuap2 f13nk4fk f7jacry fq08z5q fd9af6s fr74w9q fcl9uv6 f13sm7pj f1u6qqly f16wpxbl faim3u9 f6cs3qo fa2w2z3 fd39nx6 f10gn8j9 frcqmxy f1w9ws4k f1ddxkqj fd10euv fvuz61 f1nbc6gw f1ja1rz f1ymf5kz f1xki53d f8ntl2k f8nx4az f1y6etj3 f1b2y2l2 f1qb14jr f1p30lo f1h272qk f1ywigw8 fzvs3e4 f1rvyk3c f5fplu3 f1l4y2qi f4yr49c fxgblah faww4f1 f1oqrsiv f1nn8nf5 f1wss724 f2ub9nf fpr7uzl f86vlxv f7ay0zw f1j33hpw fp3omr5 fpqnlqw f1y5pldk f1js6ppi f1q53z8i f1gpkjrl fy6lk3x f84y745 f1dfpw40 f1sapace f1eq4dpx f1uf550z fxtgol9 f6yqf12 f6trq0g f99bedm fim7mkj fdc55jo frche94 f1pn7o2n fg127dc fanjz1e f6h47bw ffd45wr f1j14d18"><span id="content-1787156759437" class="fui-Primitive ___11tzqds f1oy3dpc f89hs3r fqtknz5 fyvcxda"></span></span></span></p> <p><strong>The Company offers a comprehensive employee benefits program, including:</strong></p> <p>Medical, dental, and vision insurance options<br>100% Employer paid short/long term disability<br>100% employer-paid Basic Life and AD&amp;D insurance<br>401(k) retirement plan with a 100% company match up to 4%<br>Flexible paid personal/vacation time built on mutual trust and accountability<br>10 sick days annually<br>10 company paid holidays<br>12 weeks paid parental leave</p> <p><strong>Salary Range Disclosure</strong></p> <p>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.</p> <p><strong>Salary Range</strong></p> <p>$57,000 - $68,000</p> <p><strong>Inclusion and Diversity: </strong>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.&nbsp;</p> <p><strong>Interview Process &amp; Expectations</strong><br>Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.</p> <p>To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication.</p> <p>&nbsp;</p><div class="content-conclusion"><p>CCPA Disclosure Notice: <a href="https://www.togetherwork.com/privacy-policy/">Click Here</a></p></div>