[Remote] Shared Services Specialist at Propel

Mexico

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Not SpecifiedCompensation

Junior (1 to 2 years), Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Accounting, Bookkeeping, Financial Services, BiotechnologyIndustries

Requirements

Candidates should have 1-2 years of experience in finance operations, shared services, or high-volume data entry, and a Bachelor's degree in Business, Finance, or a related field. Required hard skills include accuracy in high-volume, rules-based workflows, proficiency with Excel/Google Sheets and workflow tracking tools, and experience with workflow documentation. Preferred skills include familiarity with accounts payable or bank reconciliation processes. Soft skills include strong attention to detail, reliability, clear communication, adaptability, collaboration, and a process mindset with an eye for efficiency improvements.

Responsibilities

The Shared Services Specialist performs repetitive, rules-based tasks within financial and accounting workflows with precision and consistency, ensuring data accuracy, timely execution, and strict adherence to established procedures. This role supports the scaling of Proper AI by standardizing high-volume processes and enabling future automation. The specialist will develop and deliver training materials, assign and track training via LMS, maintain LMS content, troubleshoot technical issues, analyze training data, coordinate training logistics, gather feedback for content improvements, and partner with managers to align training initiatives with business needs.

Skills

Finance Operations

Shared Services

Data Entry

Bank Reconciliation

Excel

Google Sheets

Workflow Tracking

Training Material Development

LMS Management

Data Analysis

Project Coordination

Feedback Integration

Propel

Mobile app for managing social benefits

About Propel

Propel focuses on improving access to social welfare resources for low-income Americans through its mobile app, Providers. This app allows users to easily check their EBT balances without needing to call a customer service number, making it more convenient for them to manage their benefits. Additionally, Providers offers personalized deals, such as coupons and resources, to help users save money, as well as job postings that cater to various schedules, from temporary gigs to full-time positions. Propel distinguishes itself from competitors by specifically targeting the needs of low-income individuals who are often neglected by traditional tech solutions. The company's goal is to enhance the user experience of America's safety net and to raise awareness about critical issues like Medicaid churn, ensuring that users can navigate these challenges effectively.

New York City, New YorkHeadquarters

2014Year Founded

$85.6MTotal Funding

GRANTCompany Stage

Consumer Software, Social ImpactIndustries

51-200Employees

Benefits

Generous vacation policy

Unlimited sick days

Medical, dental, & vision coverage

401k with employer match

16 weeks parental leave

New tech tools

Remote first

Risks

Competition from new fintech startups may erode Propel's market share.

Changes in EBT and SNAP policies could affect Providers app functionality.

Reliance on partnerships poses risks if key partners withdraw or change terms.

Differentiation

Propel's Providers app offers instant EBT balance-checking, unlike traditional methods.

Providers app integrates job postings, aiding users in finding suitable employment opportunities.

Propel addresses Medicaid churn, helping users navigate post-pandemic healthcare challenges.

Upsides

Partnership with Papa Murphy's enhances user engagement through tailored offers.

Real-time payment tools integration could improve users' financial health.

Free tax filing services increase user retention and attract new users.

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