Finance Specialist

Role Details

About Us

PartnerHero and Crescendo have joined forces to create a powerhouse of innovation, excellence, and people-first solutions. By combining PartnerHero’s world-class outsourcing and human-centered approach with Crescendo’s expertise in customer experience and operational excellence, we are redefining the future of CX.

Together, we’re introducing Augmented AI - a seamless blend of Agentic AI and real human expertise that delivers 24/7 omnichannel support in any language. This fusion of technology and talent helps businesses scale efficiently while keeping customer experience at the core. Powered by Crescendo, PartnerHero connects talented people globally with companies looking to build, transform, and grow. Our strategic expertise and integrated technology empower businesses and the people behind them to extend their impact worldwide.

As a Most Loved Workplace, we believe culture drives success. We encourage our teams to bring their authentic selves to work, fostering an environment where people thrive.

Welcome to the future of customer experience. Welcome to the next era of PartnerHero x Crescendo.

The Role

The Financial Analyst will support day-to-day financial operations, with a focus on expense management, coding accuracy, internal documentation, and preparation of financial reports. This position provides essential support for accurate financial reporting and ensures consistency during month-end closing and reporting cycles.
 

What You’ll Do:

• Ensure all corporate spend is properly categorized by account and department before month-end close, particularly through reconciliation of card transactions (e.g., via Ramp or other tools).
• Follow up with cardholders and internal teams to correct or complete financial coding and documentation.
• Proactively identify recurring issues in expense classification and propose solutions, including writing SOPs or internal guides to reduce errors at the source.
• Monitor and validate classification of key expense types (e.g., software, sales & marketing, consulting, contractor payments).
• Assist with gathering and organizing data for monthly financial reporting, including preparation of supporting schedules as requested by senior analysts or accounting.
• Support ad hoc finance requests, including pulling transaction histories, reconciling variances, or conducting analysis as needed.
• Maintain a working understanding of our financial systems and be ready to assist with operational improvements as the company grows.

What We Expect From You:

• 1–3 years of relevant work experience in finance, accounting, or operations support roles.
• High proficiency in English, both written and verbal.
• A bachelor’s degree in Accounting, Finance, or a related field is preferred but not required.
• Strong Excel skills with working knowledge of formulas, pivot tables, and data cleanup techniques.
• Comfort communicating with stakeholders to resolve discrepancies and clarify procedures.
• Strong attention to detail and ability to manage recurring deadlines.
• Self-starter attitude with a willingness to learn new tools, systems, and processes.

What You’ll Get In Return:

• Full-time with the potential for overtime if requested
• Work type - Hybrid model
• Competitive compensation based on experience
• Attractive benefits package including medical, dental, and vision options based on location
• Access to free posture-based fitness workouts from home
• Paid Sabbatical Leave
• Training opportunities provided by PartnerHero and outside entities
• 1-on-1 coaching with feedback sessions, mentorship, and opportunities for cross-functional development

Company Culture Is At Our Core

Our core values bring intention to our work and set the tone for our culture. From the partners we serve to the associates who work with us, we share a set of core values that guide our actions.

• Care for others - Cooperate, empathize, and seek opportunities to put each other first.
• Embrace growth - Expand your mind by taking calculated risks, developing your skills, and staying open to change
• Manifest trust - Trust is the bond that allows us to work at our highest levels, as members of a team, in a unified direction. It is continuously earned by delivering on our commitments.
• Take ownership - Doing the right thing should come naturally.
• Be humble - Seek guidance, receive feedback, ask questions, and listen to your colleagues

PartnerHero is proud to be an equal-opportunity workplace. We value diversity, inclusion, equity, and belonging and these pillars are at the heart of how we work together. We are committed to providing equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, Veteran status, or any other applicable legally protected characteristics in the location in which the candidate is applying. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. 

We are committed to the inclusion of all individuals and will make reasonable accommodations for qualified individuals with disabilities in our job application process.  If you require assistance or accommodations to participate in the job application or interview process, please contact [email protected].