About Celeste Advisors:
Celeste Advisors is a dynamic and forward-thinking Financial Planning & Advisory firm supporting SMEs scale their business sustainably and efficiently with our financial expertise.
With a commitment to excellence and innovation, we empower our clients to take informed business decisions. As we continue to expand our reach and influence, we are seeking a detail-oriented and motivated Financial Operations Associate to support our Strategic Accounting Practice.
Role Overview:
As a Financial Operations Associate at Celeste, you will be the backbone of our clients’ day-to-day accounting operations. Your primary focus will be managing accounts payable workflows, ensuring timely and accurate bill processing, and maintaining clean financial records across multiple platforms. You will also provide accounts receivable support and strategic bookkeeping services to select clients, helping them stay on top of their financial obligations and cash position. Working closely with the Partners,
you will gain exposure to a diverse portfolio of SME clients and develop a strong foundation in operational finance within a consulting setting.
Key Responsibilities:
· Accounts Payable Management: Manage end-to-end accounts payable operations across the client portfolio, ensuring all invoices and bills are captured, categorized, and processed accurately and on time.
o Monitor client communication channels to identify, extract, and record incoming bills and invoices into the appropriate accounting platform (QuickBooks Online, Xero).
o Sync and manage bill workflows within the designated bill pay solution, ensuring daily processing and timely approvals.
o Record and reconcile payments made outside of the primary bill pay system, including check payments and manual transactions, within the accounting platform.
· Vendor Relations: Serve as the primary point of contact for vendor-related communications on behalf of clients.
o Respond to vendor inquiries, resolve billi