Summary

Our growing company needs an innovative, versatile, and proactive Financial Operations Manager to handle day-to-day financial and back-office operations with a focus on efficiency, financial management, and process standardization. The responsibilities of this role will include oversight of accounting activities, management of subscription services used by various departments, support of revenue operations function, administration of employee matters, and executive support. We’re looking for an energetic professional who thrives on broad responsibility, works very well within a team, and brings a passion for excellence.

Duties and Responsibilities

• Work closely with outside bookkeeping firm on accounting activities within the company including production monthly financials statements,
• Manage financial relationships with vendors and contractors and vendor bill processing and administration of 1099,
• Assist with customer contractual and invoicing activities, customer invoicing portals, processing PO’s and Master Service Agreements.
• Provide back-office support to Operations and Sales teams on accounts receivable
• Manage sales tax reporting and remittances using Avalara
• Manage new subscription types and other configurations in Chargebee as required
• Manage processing and payment of all incoming vendor and contractor invoices
• Monitor and Manage transactions on all bank accounts, credit cards, bill payment, lenders and other financial transactions. Record Customer payments in Chargebee
• Manage activities in PEO platform Rippling for payroll, general employee administration, on-boarding, off-boarding, employee development, and benefit administration.
• Administration of company offered employee benefits and 401k program
• Monitoring cashflow and projected expenditures to avoid cash shortage.
• Prepare annual budget and maintain 5 year financial projection model with CEO and departmental heads and provide regular updates on performance vs budget.
• Monitor expenses and recommend areas for expense reduction
• Negotiation of contractual financial terms with vendors
• Administer systems used for the day to day management of the company serving as primary contact with vendors of these systems. (i.e. Xero, Rippling, Carta, Chargebee, Stripe, 90)
• Assist with matters related to corporate administration and shareholder communications
• Develop ad-hoc analysis as requested by management team extracting information, compiling data and providing general analysis.
• Assistance with company or customer events including logistical arrangements

Required Knowledge, Skills and Abilities

• Knowledgeable of standard accounting practices and GAAP principles
• Experience with Xero or similar accounting software, and other business applications
• Familiar with the use of SQL queries and AI tools for financial analysis.
• Familiar with general employment regulations and common practices.
• Extensive personal experience with Microsoft Office 365
• Strong analytical and cognitive skills
• Excellent written and verbal communication skills
• Team player with a strong desire to serve others in pursuit of a common objective

Formal Education or Equivalent:

• Bachelor’s Degree in accounting, finance or business, or commensurate experience
• 3 years experience in a similar role.