Finance and Operation Assistant

As a Finance and Operation Assistant at Vi, your key responsibilities will include recording and categorizing financial transactions, reconciling bank and credit card statements, and managing accounts payable and receivable. You will generate and send invoices and track collections while ensuring that customer contracts are thoroughly prepared for e-signature. Maintaining CRM data hygiene tied to sales operations and supporting audit preparations or monthly close checklists are also crucial tasks that contribute to the smooth financial operation of the company.

For the Finance and Operation Assistant role at Vi, candidates should have 1-2 years of experience in a similar finance and operations role, ideally within a startup or fast-paced environment. A bachelor's degree in Accounting, Finance, Business Administration, or Economics is also required. Proficiency in NetSuite for day-to-day transactional use and familiarity with Salesforce are essential. Additionally, full professional proficiency in Hebrew is needed, along with the ability to commute regularly to our office in New York City.

As a Finance and Operation Assistant at Vi, familiarity with financial tools such as NetSuite for transactional use and reporting, as well as Salesforce for data management, is crucial. Experience with additional expense and reporting systems such as Bill.com or Expensify would be advantageous. These tools are essential for managing day-to-day finance operations smoothly and efficiently within the organization.

The Finance and Operation Assistant plays a critical role in supporting customer operations at Vi by preparing and sending customer contracts for e-signatures, ensuring that all customer documents are complete and accurately recorded. This position is vital for maintaining cleanliness within customer data and aligning with sales operations, ultimately contributing to stronger customer relationships and streamlined processes.

Vi is an exciting workplace for Finance and Operation Assistants due to its innovative approach in leveraging Enterprise-AI technology to reshape the healthcare sector. Employees are given the opportunity to work with leading health organizations, making a significant impact on health outcomes. Additionally, the fast-paced, startup-like environment offers plenty of professional growth and development opportunities, with a focus on collaboration and strategic planning.

When answering this question, discuss any hands-on experience you have with NetSuite, emphasizing how you've used it for transaction recording, reporting, and managing accounts. Highlight examples of how you've navigated the system to contribute to financial efficiency in previous roles.

Provide examples of how you've successfully managed multiple responsibilities while ensuring deadlines are met. Discuss a specific instance where your ability to prioritize tasks resulted in a successful outcome in your previous roles, emphasizing the importance of time management and organization.

Explain your systematic approach to ensuring data accuracy, such as conducting regular reconciliations, using checklists, and leveraging software tools to minimize errors. Provide an example that demonstrates your attention to detail and commitment to maintaining accuracy.

Outline your approach to tackling overdue accounts, such as following up professionally and empathetically, preserving the relationship while ensuring the company’s interests are protected. Discuss strategies you've used in the past to effectively manage such situations.

Highlight your experience working with legal, sales, or customer success teams. Discuss a specific project or initiative where you coordinated with other departments, leading to improved operational efficiencies or better financial outcomes.

Discuss your understanding of U.S. accounting standards and how they apply to finance operations. Mention relevant coursework or hands-on experience that has solidified your knowledge in this area and how it can benefit the role at Vi.

Share techniques you use to stay calm and focused under pressure, such as creating a backward timeline of tasks and being proactive in addressing potential bottlenecks. Provide an example of a time when you successfully navigated a challenging close period.

Your answer should reflect your passion for Vi’s mission in transforming healthcare and how your skills align with the company's goals. Discuss what you find appealing about the finance operations model and how you'd be eager to contribute to such a forward-thinking organization.

Discuss your career aspirations within the context of Vi and how you plan to leverage your responsibilities to grow personally and professionally. Mention any skills or areas you'd like to develop further and how Vi’s environment can help you achieve that.

Share your preferred tools and techniques for managing financial operations, explaining why they are effective for you. If applicable, reference your experience with tools like NetSuite, Salesforce, or any relevant expense management systems to illustrate your points.