Shared Services Specialist

Proper utilizes machine learning and Fortune-500 level accountants to deliver expert accounting and bookkeeping services that help property managers and owners grow their portfolios. Founded on principles of design and human connectivity, Proper is proud to provide services that simplify and de-stress people’s lives. We’re a team of developers, designers, engineers, accountants, CPA’s, project managers and writers. We’re surfers, hikers, Sichuan-eaters, photographers, yogis, artists, world travelers, bread bakers, meme lovers, and life-havers. 

The Shared Services Specialist performs repetitive, rules-based tasks within financial & accounting workflows with precision and consistency. This entry-level role is responsible for ensuring data accuracy, timely execution, and strict adherence to established procedures. As a core member of the new Shared Services department, the specialist supports Proper AI’s ability to scale by standardizing high-volume processes and enabling future automation.

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Main Responsibilities

• Develop and deliver engaging, scalable training materials (e-learning, live sessions, guides).
• Assign and track training via LMS, ensuring all employees complete assigned modules.
• Maintain LMS content and troubleshoot technical issues in collaboration with IT.
• Analyze training data to report on completion rates, knowledge retention, and impact.
• Coordinate training logistics (virtual/in-person), scheduling, and communications.
• Gather and integrate feedback from participants into ongoing content improvements.
• Partner with managers to align training initiatives with business needs.

Required Hard skills

• 1–2 years of experience in finance operations, shared services, or high-volume data entry (preferred).
• Bachelor’s degree in Business, Finance, or a related field
• Accuracy in high-volume, rules-based workflows (AP, Bank Reconciliation, data entry).
• Ability to follow structured SOPs and workflow playbooks.
• Proficiency with Excel/Google Sheets and workflow tracking tools.
• Experience using or supporting workflow documentation.
• (Preferred) Familiarity with accounts payable or bank reconciliation processes.

Required Soft skills

• Strong attention to detail and discipline in following procedures.
• Reliability and ownership of assigned tasks.
• Clear communication when raising escalations or questions.
• Adaptability to changing processes, tools, and automation updates.
• Collaboration within a remote, distributed team.
• Process mindset with an eye for efficiency improvements.

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Proper is proud to be an equal opportunity employer that is committed to creating diverse environments to work by offering same opportunities to all applicants regardless of gender, sexual orientation, race, color, religion, disability, national origins, marital status, or other characteristics. We based our talent search exclusively on competencies, abilities and potential.