What are the responsibilities and job description for the FINANCE OPERATIONS ASSOCIATE position at CornerStone Staffing?
FINANCE OPERATIONS ASSOCIATE – ENTRY LEVEL
Location: Plano, TX | Onsite
COMPENSATION & SCHEDULE
• Pay Range: $24.00–$25.00/hr (Based on experience)
• Schedule: Monday – Friday, 9:00am to 5:00pm
• Employment Type: W2 | Full Time | Temp to Hire
• Start Date: ASAP
ROLE IMPACT
This entry-level role supports public and private equity operations by processing transactions and maintaining precise financial documentation. Success in this position is defined by accuracy, accountability, and consistent follow-through—helping the finance team ensure compliance and client trust in all equity-related activities. Ideal for individuals eager to build foundational experience in finance, accounting, or business operations.
KEY RESPONSIBILITIES
• Process and document stock and financial transactions accurately across systems
• Maintain and reconcile financial records, sales orders, and internal reports
• Communicate effectively with clients, internal teams, and stakeholders to meet deadlines
• Support audits by ensuring documentation accuracy and compliance with legal standards
• Manage workload proactively and take ownership of assigned deliverables
MINIMUM QUALIFICATIONS
• Bachelor’s degree in Finance, Accounting, or related field (or equivalent practical experience)
• 1–2 years of experience in finance, accounting, or financial services (internships accepted)
• Proficiency with Microsoft Excel and Office Suite
• Strong organizational and documentation skills with attention to detail
• Reliable, proactive, and able to meet deadlines independently
CORE TOOLS & SYSTEMS
• Microsoft Excel
• Microsoft Office Suite
• Financial transaction and reporting systems
• Internal portfolio management tools
PREFERRED SKILLS
• Customer service or client support experience
• Familiarity with public/private equity operations or shareholder relations
• Bilingual communication skills (Mandarin a plus)
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at: https://www.cornerstonestaffing.com/privacy