Finance Operations Lead

Skills

Accounts ReceivableBusinessFinanceGoogle SheetsMicrosoft ExcelOperationsSystem Implementations

Role

What the job involves

The main requirements, responsibilities and hiring steps.

6+ years of experience in finance operations revenue operations order-to-cash quote-to-cash or business operations roles in a software or technology environment
Strong experience with billing operations collections spend management and workflow design
Comfort with ambiguity and building processes from scratch in a fast-changing company
Demonstrated ability to step into an environment with existing team members and establish clarity on roles and ownership
Strong systems fluency including Excel and Google Sheets and finance tools such as Ramp Brex Expensify billing platforms and CRM integrations
Detail-oriented and operationally rigorous with strong follow-through and customer judgment
Excellent cross-functional communication skills

Own customer billing operations from contract setup through invoice generation delivery tracking and issue resolution
Manage collections workflow and AR follow-up in partnership with account owners while maintaining a professional customer experience
Build and improve finance operating processes across expense management vendor onboarding approvals purchasing controls and payment operations
Partner with Accounting to ensure transactions flow correctly into the books and month-end close
Administer and optimize core tools such as Ramp Brex Expensify billing systems and related workflows
Document SOPs define handoffs and create KPI dashboards for billing timeliness collections vendor turnaround and process quality
Identify and implement automation opportunities that reduce manual touches and improve accuracy
Support contract review from a commercial and financial lens including pricing invoicing implications and approval requirements
Establish clear ownership and working structure with the existing finance generalist ensuring accountability is well-defined from day one