Finance & Operations Lead
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Job Description
Finance & Operations Lead responsible for financial and operational backbone of a creative agency. Overseeing AP/AR, invoicing, financial forecasting, and project analytics.
Responsibilities:
- Own all accounts payable and accounts receivable — making sure vendors are paid on time and client payments are collected
- Manage invoicing and payment tracking
- Review and reconcile expenses from Ramp and QuickBooks
- Prepare monthly financial reports and summaries for leadership
- Build and maintain dashboards for revenue, costs, margins, and cash flow
- Own monthly, quarterly, and annual forecasting
- Maintain rolling projections for revenue, expenses, and staffing needs
- Model financial scenarios to support decision-making around hiring, pricing, and growth
- Track project budgets, profitability, and forecasted vs actual performance
- Monitor team utilization and project assignments to identify capacity issues
- Analyze project and team performance data to surface quality trends — for example, identifying patterns in revision cycles, client feedback, or delivery timelines
- Flag risks, discrepancies, or inefficiencies proactively and recommend solutions
- Maintain accurate project and client data in Airtable and Asana
- Refine internal tools, templates, and reporting models
- Identify manual workflows and propose automation (formulas, scripts, Zapier)
Requirements:
- 2-5 years of experience in finance, operations, or a combined role — ideally at a startup or small to mid-size company or agency
- Comfortable in fast-paced environments
- Strong foundation in accounting and financial analysis
- Experience managing AP/AR and day-to-day financial operations
- Proficiency in Google Sheets / Excel (pivot tables, lookups, financial modeling)
- Analytical mindset — you can connect the dots between financial data, project performance, and operational decisions
- Self-directed and proactive — you take ownership of problems, not just tasks
- Strong English communication and attention to detail
- Comfortable working independently in a remote environment
Benefits:
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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