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Operations Assistant

Open Positions:

Job Description:

We are a small, established software company in growth mode doing business in multiple states and countries. We are seeking an exceptional Operations Assistant who will be responsible for internal control policies and procedures to support the day to day operations of the company as well as aspects of financial management, including accounting, multi-state and federal regulatory and financial reporting, and budget and forecasts preparation.

We seek an enthusiastic self-starter with a positive attitude that is able to handle complex and sometimes stressful situations. Our position calls for a fast learner who is able to manage multiple tasks independently with strong attention to detail and who can exercise good judgment, confidentiality, and initiative. QuickBooks Desktop experience is required for this position. Must work daily in our downtown San Francisco office.


  • Track the financial aspects of multiple projects via Excel spreadsheets
  • Conduct weekly meetings with the Management Team to review the status of all Projects
  • Maintain organized files both in hard and soft copy
  • Coordinate and book complex travel arrangements (airfare, ground transportation, lodging)
  • Review all expenses to ensure compliance with Expense Report Policy
  • Assist with benefits administration
  • Assist with recruiting efforts: Posting Job Ads, Initial Screenings, Scheduling Follow-up Interviews
  • Complete Onboarding of New Employees and New Contractors
  • Full charge bookkeeping, including: AP/AR, Invoicing, and General Ledger
  • Maintain customized cash flow projection spreadsheet
  • Bank and Credit Cards reconciliation
  • Multi-state and Federal Regulatory Reporting
  • Prepare financial statements via QuickBooks
  • Prepare tax returns paperwork for our CPA
  • Ensure compliance with various state’s tax requirements and filings
  • Research assignments relating to accounting, finance, taxes


  • Bachelor’s Degree in Accounting, Finance, Business, or related field
  • 5+ years of experience as a bookkeeper and/or financial administrator
  • Advanced skills with QuickBooks Desktop with 5+ years of experience
  • Knowledge of ADP Payroll System
  • Ability to utilize Google Search effectively and understand legal terms
  • Advanced skills with Microsoft Word, Excel, PowerPoint, Outlook
  • Ability to work in a high pressure, deadline oriented, and fast paced environment
  • Must be a self-starter and able to work with minimal supervision
  • Multitasker with strong work ethic, including the following qualities: organized, flexible, reliable, goal-oriented


  • Experience working for an Enterprise Software company
  • Experience with the ISO 9001:2015 standard
This job description supersedes all previous job descriptions. The job description is intended to be a tool to describe the primary purpose of the job and the KEY duties and responsibilities. The job description is not to be construed as an exhaustive list of all duties and responsibilities required. Management has the right to add to or change the job responsibilities at any time. All personnel may be required to perform duties outside their normal responsibilities from time to time, as needed.

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NextAxiom® Technology, Inc. 600 Montgomery Street 34th Floor San Francisco, CA 94111
Phone: (415) 373-1890 Fax: (415) 373-1899