Operations & Finance Specialist – AI & Automation
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Executive operations and finance specialist supporting leadership, reporting, and technology administration. Automating workflows and systems for a multi-company real estate business.
Responsibilities:
- Provide direct administrative support to company executives
- Manage calendars, schedule meetings, coordinate appointments, and prioritize executive commitments
- Prepare meeting agendas, organize supporting materials, take notes, and track follow-up items
- Draft and edit emails, reports, presentations, letters, and other business communications
- Coordinate travel arrangements, reservations, itineraries, and related logistics
- Assist with special projects and ensure deadlines and commitments are completed
- Communicate with employees, tenants, vendors, lenders, business partners, and other stakeholders
- Help executives stay organized across multiple companies, properties, and projects
- Prepare and maintain financial reports, operating dashboards, budgets, and forecasts
- Analyze revenue, expenses, occupancy, cash flow, and budget variances
- Assist with monthly KPIs and explain trends and results
- Run financial models for acquisitions, developments, and other business decisions
- Identify processes that can be improved through AI, automation, or system integration
- Build and maintain AI-assisted workflows for finance, accounting, operations, marketing, leasing, construction, and executive administration
- Use AI tools to analyze information, summarize documents, prepare reports, draft communications, and support decision-making
- Develop automated dashboards, templates, and internal tools
- Evaluate AI applications and recommend beneficial tools
- Connect information across accounting, property-management, payroll, expense-management, and construction systems
- Train employees to use approved AI tools
- Measure efficiency, accuracy, productivity, and cost improvements
- Administer company software platforms and business systems
- Manage technology onboarding and offboarding, including accounts, permissions, and equipment assignments
- Coordinate hardware, software, and IT service vendors
- Evaluate and implement technology solutions
- Provide basic technical support and troubleshooting
- Monitor software subscriptions, licenses, and renewals
- Assist with cybersecurity, access controls, password management, and technology best practices
- Support integrations across HR, payroll, accounting, communication, and operational platforms
- Keep executives organized and focused on priorities
- Produce accurate and timely financial reporting
- Improve visibility into company and property performance
- Reduce repetitive administrative and financial work
- Improve accessibility of company information and support faster, better-informed decisions
Requirements:
- Previous experience as an executive assistant, financial analyst, accountant, business analyst, or similar position
- Strong organizational and time-management skills
- Experience with financial reporting, budgeting, accounting, or data analysis
- Advanced proficiency with Microsoft Excel or Google Sheets
- Strong interest in artificial intelligence, automation, and emerging business technology
- Excellent written and verbal communication skills
- Exceptional attention to detail, judgment, discretion, and follow-through
- Ability to manage multiple priorities in a growing, entrepreneurial organization
- Ability to work independently, anticipate needs, and take ownership of assignments
- Comfortable researching new technology and learning unfamiliar software
- Experience supporting a business owner, executive, or senior leadership team preferred
- Experience with financial modeling, dashboards, or business intelligence platforms preferred
- Experience in commercial real estate, property management, construction, self-storage, or real estate development preferred
- Experience with ChatGPT, Microsoft Copilot, Power BI, Power Automate, Zapier, Make, or similar platforms preferred
- Working knowledge of APIs, SQL, Python, or other automation tools helpful but not required
- CPA, CMA, MBA, or another relevant certification is a plus but not required
- Ability to work Monday–Friday, 8:00 AM–5:00 PM Central Time
- English proficiency required for business communications and application materials
- Ability to work as an independent contractor
- Must provide own equipment, manage own taxes, and receive own benefits if engaged as an independent contractor
Benefits:
- Remote work arrangement
- Flexible work and location options within the eligible regions
- Independent contractor flexibility
- Freedom to manage work on your own terms
- Note: As an independent contractor, the worker is responsible for their own equipment, taxes, and benefits
Similar Jobs
Applied Economics & Finance Benchmark Specialist
Economics and finance experts authoring and verifying rigorous assessment questions. Creating benchmark content to train and enhance AI systems through Mercor’s research partnerships.
Strategic Finance Expert
Strategic finance expert producing investment, pricing, capital allocation, and corporate planning analyses. Supporting Mercor’s AI-lab and enterprise partnerships that train frontier AI models.
FP&A Expert
FP&A Expert building budgets, reforecasts, reporting packs, and profitability models. Supporting Mercor’s projects that use human expertise to train frontier AI systems.
Sessional Ombudsman, Banking and Finance
Sessional Ombudsman resolving complex banking and finance disputes for AFCA, Australia’s independent not-for-profit complaints authority. Applying senior legal expertise to deliver fair, balanced decisions.
Sessional Ombudsman, Banking and Finance
Sessional Ombudsman resolving complex banking and finance disputes for Australia’s independent financial complaints authority. Applying senior legal expertise to deliver fair, impartial decisions.
Sessional Ombudsman, Banking and Finance
Sessional Ombudsman resolving complex banking and finance disputes for AFCA, Australia’s independent financial complaints authority. Delivering fair, objective decisions with flexible hybrid arrangements.
Sessional Ombudsman, Banking and Finance
Sessional Ombudsman resolving complex banking and finance disputes for Australia’s independent AFCA complaints authority. Delivering fair, independent decisions on a flexible appointment.
Finance Director
Finance Director leading financial strategy, accounting, and HR for Degy, a global entertainment booking and talent buying agency. Overseeing international operations, contracts, forecasting, and growth.
Sessional Ombudsman, Banking and Finance
Sessional Ombudsman resolving complex banking and finance disputes for AFCA, Australia’s independent not-for-profit complaints authority. Delivering fair, balanced decisions with legal and industry expertise.
Sessional Ombudsman, Banking and Finance
Sessional Ombudsman resolving complex banking and finance disputes for Australia’s not-for-profit AFCA. Delivering independent, fair decisions with flexible, per-engagement work.
Investment Banking
Investment Banking Expert contributing financial modeling and analysis expertise to Mercor research projects. Supporting leading AI labs in training and enhancing frontier models.
Investment Analyst, Valuation, Credit Evaluator
Investment evaluator reviewing AI-generated documents, spreadsheets, and slide decks for accuracy and domain quality. Providing structured feedback to help Mercor train frontier AI models.
Finance Analyst
Finance Analyst supporting Acino’s pharmaceutical operations in Iraq through budgeting, reporting, tax compliance, inventory control, and profitability analysis.
Vice President, Financial Planning and Analysis
Vice President leading FP&A for EverCommerce, a global service-commerce SaaS platform, supporting EverHealth’s planning, forecasting, reporting, and strategic decisions.
Applied Economics & Finance Benchmark Specialist
Economics and finance experts authoring and verifying rigorous assessment questions for Mercor’s AI benchmark projects. Creating gold-standard content to train and enhance frontier models.
FP&A Expert
FP&A Expert building budgets, reforecasts, profitability analyses, and reporting packs for Mercor’s AI training projects. Completing rubric-graded corporate finance exercises from mock data.
Excel Expert – Finance
Excel finance expert designing and evaluating financial-modeling tasks for Mercor’s frontier AI training initiatives. Applying advanced Excel expertise to improve next-generation language models.
Lead Consultant – Oracle Cloud Financials
Oracle Cloud Financials Lead Consultant guiding enterprise clients through finance implementations for Argano, a digital operations consultancy. Configuring modules, leading testing, and supporting go-live.
Senior Financial Analyst
Senior Financial Analyst leading FP&A modeling, forecasting, reporting, and automation. Supporting CallRevu’s AI-powered communication intelligence platform for automotive dealerships.
Investment Banking
Investment banking experts supporting Mercor’s AI-lab partners through financial modeling and analysis. Remote contract work training and enhancing frontier AI systems.