Finance Operations Specialist

Dispatch stands at the forefront of revolutionizing the field service experience. As a visionary in digital transformation, Dispatch is recognized for its groundbreaking platform that enhances service delivery for brands, service providers, and customers alike. In a pivotal period of growth, backed by Vista Equity Partners, we scaled new heights by integrating the unparalleled no-code mobile automation prowess of Youreka—a beacon of innovation within the Salesforce ecosystem - to our organization. 

At Dispatch and Youreka, we're not just creating software; we're building partnerships and communities. Our commitment to our people, culture, and the transformative power of our solutions is unwavering. If you're driven, collaborative, and eager to make a significant impact, join us. Together, let's shape a future where service excellence and innovation lead the way to a better tomorrow.

As a Finance Operations Specialist you will have the opportunity to work alongside a high-performing team of finance and accounting professionals. You will specialize in customer-facing activities such as licensing, billing, and collections, as well as other routine finance department processes.  The role will involve working across functions in the organization to support the sales team and other customer-facing roles as well as initiatives specific to the finance team.  Your role will involve providing critical insights that shape the decisions of key stakeholders.

Key Functions:

• Prepare customer invoices and monitor collections
• Engage with customers on inquiries and past due payments
• Analyze and forecast customer payments
• Assist drafting of licensing agreements to ensure compliance with company standards
• Deploy customer licenses via Salesforce environment and update customer accounts
• Submit and monitor Partner Order App in Salesforce
• Support the various financial processes (e.g., budgeting, forecasting, audit, etc.) by providing financial data, reporting, and analysis
• Interpret financial data and identify trends and discrepancies
• Ad Hoc financial reporting and analysis

Requirements:

• Bachelor’s degree in accounting, finance, or a related field preferred or equivalent experience
• Excellent communication skills, verbal and written 
• Proficiency with Microsoft Excel
• High level of accuracy and attention to detail in data entry and financial reporting
• Strong analytical skills
• Ability to solve problems creatively and effectively
• Ability to take ownership of tasks and projects with minimal supervision
• Comfortable working in fast-paced and collaborative team environments

Salary

The base salary range for this role is between $55,000-$60,000 annually. Actual pay within the range is influenced by multiple factors, including but not limited to skill set, your residence location, and prior work experience. 

Location

We’re looking for talent right here in Boston, MA. If you're local and excited to contribute your skills, we'd love to hear from you!

What We Have

• An amazing team focused on innovating and improving every day.
• Room for growth and an emphasis on talent development including a professional development reimbursement program
• A fun, casual team environment with co-workers who will make you feel like you are an important part of our team, engage you in developing new solutions to challenging problems, and help you leverage your strengths
• A generous medical, dental, and vision package with 90% covered by us! 
• Paid parental leave
• 401k with company match
• Company sponsored Life Insurance coverage, short term disability, long term disability
• Additional perks including a wellness and adventure fund, as well as monthly personal uber credits
• Unlimited Paid Time Off (PTO) package, 9 company Holidays, and a flexible work schedule

Still with us?

We’re ready to meet you if you wake up every day eager to get your hands dirty in a high growth start-up atmosphere. Is this role not an exact fit for you? Keep an eye on our Careers Page for other opportunities!

Dispatch is an equal opportunity employer, who participates in E-Verify. All qualified applicants will receive consideration for employment without regard to race, color, national origin, gender, religion, age, disability, veteran’s status, or any other classification as required by applicable law.