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FinStrat Management

Business Applications & Systems CoordinatorAnnapolis, MD%LABEL_POSITION_TYPE_REMOTE_ANY%%LABEL_POSITION_TYPE_FULL_TIME%

FinStrat Management
Posted 5 days ago

Job Description

The Role

FinStrat Management ("FSM") is looking for a proactive, highly organized recent graduate to manage core business applications and IT functions for a growing fractional CFO firm. You'll follow evolving best practices and contribute to workflow documentation as processes mature. This is a great opportunity to grow your career at the intersection of IT operations and business systems in a fast-paced professional services environment.

Responsibilities

Client Onboarding — Finance Platform Setup

  • Configure and manage client finance platforms during onboarding (e.g., QuickBooks Online, Bill.com, Ramp) and set up shared inboxes such as client-provided finance@ credentials in Front
  • Provision and manage team access to client systems, ensuring the right CFOs, controllers, and analysts have appropriate permissions
  • Create and maintain SOPs for client onboarding workflows, platform setup, and access provisioning as processes evolve

Internal Systems Support (Tier 1 / Tier 2)

  • Serve as Tier 1/Tier 2 support for internal users via Slack, email, and ticketing system
  • Troubleshoot hardware/software issues, connectivity problems, and access errors
  • Escalate complex issues to Operations / IT leadership as the default path

System Maintenance, Documentation & SOPs

  • Own and maintain the internal knowledge base, IT documentation, and operational SOPs, building and refining as workflows evolve
  • Implement and monitor security protocols (MFA, SSO, access reviews)

Job Requirements

What You Bring

  • Bachelor's degree in Information Technology, Business Information Systems, or a related field (recently completed or expected)
  • Proficiency with Gmail, Drive, Groups, admin console and Microsoft Office
  • Familiarity with permissions management and tools like Google Admin, Front, and Slack
  • Strong organizational and communication skills
  • A proactive, self-managing work ethic

Bonus Points

  • Internship or project experience in IT support or systems administration
  • Experience working with remote teams
  • Familiarity with security compliance standards (SOC 2, ISO 27001)
  • Hands-on experience with Google Workspace administration
About FinStrat Management
Website
Business Applications & Systems CoordinatorAnnapolis, MD%LABEL_POSITION_TYPE_REMOTE_ANY%%LABEL_POSITION_TYPE_FULL_TIME% at FinStrat Management | Renata