Operations & Finance Specialist (Temporary)

About the role

This is a full time, temporary position for up to 6 months with the possibility to extend based on business needs. This position allows for remote work within the United States.

Responsibilities

• Corporate Expense Administration: Prepare corporate credit card charges for import into Intacct. Code, reconcile, and track corporate credit card transactions. Match receipts to transactions and follow up on missing documentation. Ensure expense documentation is complete, accurate, and audit-ready.
• Vehicle Rental Program Administration: Serve as the primary administrative contact for vehicle rental vendors. Maintain relationships with account managers to ensure competitive pricing and quality service. Obtain required insurance certificates, receipts, and supporting documentation. Assist with resolving billing or documentation issues.
• Concur System Administration: Administer Concur user accounts, including adding and removing users. Provide employee training on Concur and expense reporting processes. Develop and maintain user guides and training materials. Monitor and manage the shared expense report support inbox. Respond to employee questions and troubleshoot system issues.
• Project & Financial Data Management: Transfer project information between operational and financial systems, including: Monday.com, Intacct, Concur, Google Drive. Verify data accuracy and ensure information is transferred in a timely manner. Support cross-functional reporting and record management.
• Corporate Credit Card Administration: Coordinate issuance and cancellation of American Express and Visa corporate cards. Track card requests, approvals, and successful activation. Maintain accurate cardholder records. Enroll employees in applicable rewards programs. Coordinate card replacements and deactivations as needed.
• Vendor Onboarding: Coordinate the end-to-end vendor onboarding process. Collect and organize required documentation, including: Non-Disclosure Agreements (NDAs), Vendor Service Agreements (VSAs), W-9 forms, Work Orders, ACH authorization forms. Set up new vendors in Monday.com, Intacct, and Google Drive. Manage the shared vendor onboarding email inbox. Ensure vendors are fully established before work begins.
• Vendor Maintenance & Compliance: Maintain accurate vendor records across company systems. Generate reports to identify inactive or outdated vendors. Coordinate with internal stakeholders to determine active vendor status. Track agreement expiration dates and facilitate renewals or re-execution when needed. Request, collect, and maintain current business licenses and Certificates of Insurance (COIs). Monitor vendor compliance documentation and follow up on expired or missing records.

Required Qualifications

• 2+ years of administrative, operations, finance, accounting, or vendor management experience.
• Strong organizational skills with exceptional attention to detail.
• Experience managing multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Strong customer service orientation and ability to work cross-functionally.
• Proficiency with Microsoft Office or Google Workspace, particularly Excel/Sheets.
• Ability to handle confidential financial and business information with discretion.

Preferred Qualifications

• Experience with Intacct, Concur, Monday.com, or similar ERP and workflow systems.
• Experience with expense reporting, accounts payable, or vendor administration.
• Familiarity with contract administration and compliance documentation.
• Experience maintaining shared inboxes and coordinating cross-functional workflows.

Benefits

• HSA medical plan covers 100% of the premium for employee-only coverage; PPO medical plan requires an employee contribution for employee-only coverage; for both plans, Concentric covers a substantial portion of the premium for dependents.
• HSA employer contribution
• Medical FSA
• Employer-paid insurance: life, STD, LTD, and AD&D
• 401k including employer match & immediate vesting
• 11 paid holidays
• Paid leave (vacation, sick, parental)
• Annual Health & Wellness Benefit
• Pet Insurance
• National discount employee program
• Employee Assistance Program for personal needs
• Credentity Protection - Eclipse Digital Protection by Concentric
• Free access to our Risk Intelligence Dashboard and GEAR App (24/7 access to trusted risk intelligence and remote support)
• Dedicated Security and Intelligence Training Programs for Professional Development
• Coaching and Mentoring Opportunities

Pay

Seattle, Washington Pay Range: $25 USD - $30 USD