About the Role
The Finance Assistant plays a critical role in ensuring the seamless operation of Aptitude 8’s internal systems, processes, and financial platforms. This position supports the organization through the timely execution of financial and operational business processes and collaborating with the Business Operations Manager to optimize efficiency. The role focuses on managing accounts receivable and payable, assisting with financial reporting, and supporting operational functions to maintain organizational flow and health.
Key deliverables include:
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Maintaining healthy cash flow through timely invoicing, client payment application, and proactive collections.
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Managing vendor payments and transaction records to ensure accuracy and efficiency.
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Supporting accurate financial reporting via timely reconciliation of bank and credit card accounts in preparation for month-end close.
A Day in the Role
Your primary responsibilities will center around financial administration, with a mix of operational support tasks. A typical day may include:
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Updating account and billing contacts
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Executing ACH transactions
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Managing collections and external communications with clients
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Performing transaction matching and reconciliations
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Preparing financial reports
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Closing out financials at the end of the month
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Making updates to reports and dashboards for various departments
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Provisioning projects and setting up accounts in Salesforce
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Troubleshooting lightweight system issues
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Making light field and workflow edits in systems
You’ll also be expected to work closely with contractors, vendors, and internal teams, ensuring that all financial tasks are completed with accuracy and timeliness.
Skills
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Intermediate knowledge of Salesforce (dashboard creation, reporting, custom fields)
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Experience with accounting systems such as QuickBooks or AccountingSeed
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Familiarity with financial processes like AP/AR, general ledger, and profit & loss reporting
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Highly organized with the ability to manage multiple tasks and projects
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Strong problem-solving and critical thinking skills
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Effective communicator who can collaborate across levels and departments
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Solutions- and operations-oriented mindset
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Eager to learn, improve processes, and iterate for efficiency
About You
You're a detail-oriented, systems-savvy professional who thrives in a fast-paced, collaborative environment. You enjoy solving problems, optimizing processes, and ensuring things run smoothly behind the scenes. You take pride in being dependable and accurate, especially when it comes to financial tasks, and you’re not afraid to learn new tools or systems. Whether it's reconciling statements or helping a teammate troubleshoot a Salesforce issue, you’re ready to jump in and get it done efficiently.
About Us
Aptitude 8 is an Elite HubSpot Solutions Partner and technical consulting firm specializing in revenue operations, CRM architecture, and complex marketing automation. We work with high-growth companies to deliver scalable, strategic solutions on top of the HubSpot platform.
Top Skills
What We Do
We help companies Implement, Integrate, Optimize and Extend the HubSpot platform. As HubSpot has moved from a tool to a platform, businesses have found themselves needing a true consulting partner to help them build the experiences their customers demand.
You don't need an inbound marketing agency or a standard onboarding. You need a true partner who understands how to design and implement business process with deep technical expertise. We follow a Discovery, Build, Deploy, Iterate framework to ensure our customers succeed.
We have the largest technical consulting team of any HubSpot partner and help companies like Uber Freight, SXSW, Formstack, and even HubSpot themselves maximize the impact of the platform on their business.
