Job Title: Finance Systems Specialist Reports to: Executive Director of Finance Department: Accounting and Finance Job Type: Full Time Hiring Range: $80,000 - $90,000 USD

Job Summary The Finance Systems Specialist supports the configuration, administration, and daily enablement of Finance systems and workflows. This role keeps finance tools organized, users supported, documentation current, and recurring processes streamlined, helping prevent siloed knowledge and ensuring consistency. This role plays a key part in helping Whitestone scale by turning finance systems into reliable, well-documented, and easy-to-use tools for the broader organization. It partners closely with Operations, and external vendors to reduce manual work, improve visibility, and ensure systems evolve alongside the business. This role also supports the Executive Director of Finance as the company’s financial needs continue to evolve.

Core Competencies Transactional Processing & Data Integrity: Smooth, timely, and error-free execution of all daily financial processes Internal Control & Compliance: Strict adherence to documented internal controls, regulatory requirements, and accounting principles Cross Collaboration with departments, vendors, and clients: Engaging proactively and constructively with internal colleagues, vendors, and clients to ensure financial accuracy, alignment, and transparency. Financial Systems Translation and Communication: Understanding of financial systems, processes, and data well enough to explain them clearly and accurately to audiences without a finance background. Key Responsibilities Systems Administration & Support Administer core finance platforms (e.g., QBO, Fathom, Avalara, Commonsku-related finance workflows, Chaser, ect.) Manage user access, roles/permissions, and basic configuration updates Support issue triage: diagnose workflow/system problems, coordinate with vendors, track resolution Maintain consistent master data hygiene, including client setup standards, coding rules, entity tags as applicable Process Enablement & Documentation Maintain finance SOPs, checklists, and process maps Support month-end readiness by keeping templates, schedules, and supporting trackers updated Build and maintain “how-to” guides and training resources for the Finance team (including offshore users) Help standardize recurring processes to reduce manual work and errors Reporting & Data Support Assist with report refreshes, schedule automation, and dataset integrity checks Validate key process outputs (tie-outs, exception lists, variance flags) and route issues to owners Support implementation and upkeep of dashboards and recurring KPI views Vendor & Integration Coordination Coordinate system vendors and help document integration requirements and testing steps Support acquisition onboarding tasks including user setup, process documentation, basic system readiness checklists Required Qualifications 3+ years in finance systems support, accounting operations support, or business systems administration Comfort with finance workflows and controls (AP, AR, close fundamentals) Excellent organization, documentation, and follow-through Preferred Qualifications Experience with multi-entity companies and/or acquisitions Knowledge of global finance and accounting systems Familiarity with reporting tools (Fathom, Zoho Analytics, AI)

What’s in it for me? At Whitestone, we’re serious about doing great work—and just as serious about creating space for you to live your best life. Here’s how we support you inside and outside of work: Work where you thrive: 100% remote, always. Whether that’s at home, a café, or across the globe—you choose the environment where you do your best work. Well-Being First: Comprehensive medical, dental, and vision benefits, plus a monthly fitness stipend so your health goals don’t take a back seat. Investing in Your Future: A competitive salary with performance-based bonuses and a 401(k) match of up to 4%—because your long-term success matters to us. Time That’s Truly Yours: Various time off programs and seasonal office closures so you can recharge. Plus, Summer Fridays to make the most of the season. Life Milestones, Supported: Generous parental leave for growing families, and a 5-Year Service Trip to celebrate your journey with us. Connection, On Your Terms: Company retreats, team events, and VTO (Volunteer Time Off) so you can bond with colleagues and give back to causes you care about. Tools for Your Best Work: Top-tier gear (Mac desktop or laptop) and a home office stipend to create a workspace that inspires you. A Culture That Walks the Talk: Inclusive, collaborative, progressive—and actually fun. You’ll be surrounded by teammates who want you to thrive, not just survive.

Variable Compensation: In addition to base salary, this position includes eligibility for the variable compensation plan associated with the role.

Equal Employment Opportunity (EEO): Whitestone provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

For Colorado Residents: We anticipate the application window for this job closing by January 9 2026.

Company's website: whitestonebranding.com

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Finance Systems Specialist