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Financial Operations Associate

Thrive Financial Inc is seeking a career-oriented, high-energy "intrapreneur" to join their team as a Financial Operations Associate. This is an exciting opportunity for a self-starter looking to expand their skills in a fast-paced environment.

Job Summary:

This hybrid role is designed for a dynamic individual who is equally comfortable managing technical financial data with 100% accuracy and actively contributing to business growth, planning, and client engagement.


Key Responsibilities:

Business Development & Planning

  • Conduct thorough market research to draft foundational components of business plans (including Industry Analysis and Marketing Strategies).

  • Identify and engage potential clients for financial training workshops and consulting services.

  • Assist in coordination and logistics for financial training events.


Financial Management & Bookkeeping

  • Take full ownership of QuickBooks Online and Excel ledgers with 100% accuracy.

  • Perform account reconciliations to ensure audit-ready data.

  • Independently investigate and resolve information discrepancies.


Operations & Client Success

  • Manage client accounting data to ensure seamless weekly reporting.


Minimum Requirements – Qualification, Knowledge, Skills, and Experience:

Qualification (Education):

  • Associate or bachelor’s degree in business administration, Accounting, or Finance will be an asset.

  • ACCA, CMA, or CIMA (pursuing) will be an asset.

Knowledge:

  • Proficiency in QuickBooks Online and Advanced Excel is required.

Skills (Technical/Functional/Behavioural):

  • Ability to understand a client's business model and translate it into a structured plan.

  • Critical Thinking

  • Persuasive Communication

  • Initiative-taking

  • Attention to detail.

  • Event coordination

Experience:

  • 1–2 years’ experience in a professional environment, preferably with exposure to business writing or financial services.

Send your application (cover letter & CV in word or PDF format) along with contact information for three (3) business referees) by email only to opportunitiesnow6@gmail.com with subject line “Financial Operations Associate”.


Submission Deadline – June 10th. Note that the deadline can be revised at any time.

Only shortlisted candidates will be contacted.

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