We are looking to bring on a Senior Finance Team Lead to transition key finance operations in-house, particularly to improve accuracy, visibility, and efficiency versus the current external setup.

Key Responsibilities

1. Invoicing & Revenue Operations

• Manage end-to-end client invoicing process
• Ensure invoices are accurately generated and tracked against HubSpot deal IDs
• Maintain visibility into billing status across all active deals

2. Vendor & Cost Management

• Track and reconcile vendor invoices
• Align costs with deals to determine cost of goods sold (COGS)
• Coordinate across multiple vendors and partners

3. Accounts Receivable Oversight

• Monitor payment timelines and identify overdue accounts
• Produce reports highlighting AR risks and aging balances
• Escalate issues for leadership intervention when needed

4. Backlog & Process Cleanup

• Help resolve existing billing backlog and invoicing discrepancies
• Ensure invoices are correctly routed and delivered

5. Reporting & Insights

• Generate financial reports using QuickBooks and Bill.com
• Provide visibility into revenue, costs, and financial health

6. Process Improvement & Systems Alignment

• Identify gaps in workflows, integrations, and data accuracy
• Recommend improvements to enhance efficiency and reliability
• Collaborate with internal teams and system admins (no heavy build work required)

Role Structure

• Reports directly to Finance/Operations Leadership
• Works cross-functionally with internal operations teams
• Individual contributor initially, with potential to scale into a leadership role

Success Metrics

• Reduction in billing backlog
• Improved invoice accuracy and timeliness
• Clear financial reporting and visibility
• Reduced AR delays and improved collections tracking

Qualifications

• 3–5+ years experience in finance operations, accounting, or bookkeeping
• Strong familiarity with:
• QuickBooks
• Bill.com
• CRM systems (HubSpot preferred)
• Proven ability to:
• Manage end-to-end financial workflows
• Work independently in a hands-on capacity
• Identify and resolve process inefficiencies
• Strong analytical and organizational skills
• Excellent communication and willingness to speak up on issues

Nice-to-Have

• Experience with accrual accounting
• Background in process optimization or system improvements
• Exposure to audit preparation or scaling finance functions