Financial Operations Specialist
Remote U.S.
ABOUT FREED
Doctors are overworked, burnt out, and are quitting in masses.
At Freed, we combine clinician love with the latest AI tech and intense execution to create products that make clinicians happier.
Our first product is an AI scribe that automates medical documentation. In 2 years we:
Acquired 15,000 paying and loving clinicians and exceeded $16M ARR
Generated 70,000 patient notes daily and over 1 million monthly
With the backing of the best VC in the world, we are rapidly expanding our product offering. Patient facing assistant, patient insights, EHR integrations, and other products are being built and used by thousands of clinicians and millions of patients.
We are looking for entrepreneurs. Fast, ambitious, and smart individuals who want to take care of the people who take care of our health.
Expect intense, clinician-focused, and interesting co-workers who want to win.
ABOUT THE ROLEWe are seeking a proactive, detail-oriented junior-level Finance Operations Specialist who is passionate about finance and eager to grow into broader roles such as revenue operations, bookkeeping, or controller positions. In this role, you'll work with our fast-paced team to ensure our financial data is accurate and well-managed, helping to streamline operations and drive efficiency across the organization.
HOW YOU’LL MAKE AN IMPACT
Review and reconcile data between our CRM and payment processor to ensure accuracy.
Assist with preparing and reconciling commission reports as part of revenue support.
Work collaboratively with finance, sales, and customer success teams to resolve data issues.
Help process invoices, payments, and billing inquiries to support accounts payable and receivable functions.
Aid in sales tax registration and maintain tax exemption records to ensure compliance.
Support financial reporting by conducting ad-hoc financial analysis and generating reports
WHAT YOU’LL BRING
Bachelor’s degree in Finance, Accounting, Business Administration, or a related field (preferred).
1-3 years of prior experience in accounting, finance, or bookkeeping roles is desirable.
Exceptional attention to detail and strong communication skills, with the ability to document technical information clearly and concisely.
Proven ability to solve problems creatively and work effectively with cross-functional teams.
Solid experience using spreadsheets (Google Sheets and Excel) and familiarity with CRM systems (preferably HubSpot) and payment processors (such as Stripe) is a plus.
Ability to thrive in a fast-paced environment, adapt to changing priorities, and manage multiple tasks simultaneously.
Nice to Haves
Startup / B2B SaaS experience
Experience with CRM systems such as Hubspot
Experience with billing and invoicing systems (preferably Stripe)
Job Profile
- Assist with commission reports
- Conduct financial analysis
- Maintain tax records
- Process invoices
- Resolve data issues
- Review data
Accounting AI Bookkeeping Communication CRM systems Data reconciliation Excel Finance Financial reporting Google Sheets Hubspot Payment processors Stripe
Experience1-3 years
Education TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9