Financial Operations Specialist
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Billing Specialist managing day-to-day financial operations at Popl, a SaaS startup. Ensuring accurate billing and financial processes while improving workflows for scalability.
Responsibilities:
- Own and maintain protocols related to financial operations, ensuring accuracy, consistency, and scalability as the company grows
- Spend approximately 50% of your time on Accounts Receivable, partnering closely with the Accounts Receivable Manager to track outstanding balances and follow up with customers to ensure timely payment
- Communicate directly with customers and vendors regarding invoices, payment status, billing questions, and resolutions
- Manage Accounts Payable, including tracking vendor invoices, obtaining internal stakeholder approvals, and ensuring timely and accurate payments
- Coordinate contract renewals by tracking upcoming renewal dates and partnering with business stakeholders to ensure contracts are canceled, renewed, or renegotiated on time
- Manage intake of new vendors, ensuring billing information is collected, approval workflows are established, and documentation is properly maintained
- Oversee all tax-related activities, including corporate taxes and sales taxes, in partnership with our external financial firm and fractional CFO
- Review and approve employee expense reports and help maintain and enforce the policies that govern employee spending
- Assist our external financial firm and fractional CFO with accounting-related responsibilities, reconciliations, reporting, audits, and ad hoc requests
- Identify opportunities to improve financial workflows, controls, and systems as the company scales
Requirements:
- 2+ years of experience in billing, accounts receivable, accounts payable, or financial operations
- Experience owning and improving financial processes and protocols
- Strong attention to detail with excellent organizational and follow-through skills
- Comfortable communicating with customers, vendors, and internal stakeholders at all levels
- Ability to manage multiple priorities and deadlines in a fast-paced environment
- Strong written and verbal communication skills
- High level of ownership, accountability, and discretion when handling financial information
Benefits:
- Competitive salary
- Meaningful equity
- Full insurance & benefits
- Unlimited PTO
- $150 monthly wellness credit
- Constant daily learning
Similar Jobs
Finance Manager
Finance Manager overseeing financial reporting and operations for multiple venture capital funds. Collaborating with partners, managing external service providers, and leading financial operations.
Director, Corporate FP&A
Director of Corporate FP&A leading financial planning and performance analysis for B2B SaaS company Alteryx. Partnering with executive leadership and driving scalable processes in a high-growth environment.
Senior Strategic Finance Analyst
Senior Strategic Finance Analyst at Honest Health developing financial models to drive decision-making. Supporting cross-functional initiatives and optimizing performance for healthcare solutions in a dynamic environment.
Senior Financial Analyst, HSG
Sr. Financial Analyst in Healthcare Specialties Group analyzing financial data for strategic decision-making. Focusing on financial reporting, budgeting, and performance analysis with a cross-functional team.
Energy Finance Specialist
Energy Finance Specialist conducting analysis on South Korea's energy market and transition pathways. Engaging with stakeholders to inform policies and investment strategies in the energy sector.
Senior Financials Consultant – Workday Certified
Senior Workday Certified Financials Consultant overseeing Workday Financials modules implementation lifecycle. Supporting clients through project deliverables while enhancing their financial management capabilities.
Financial Analyst
Financial Analyst conducting in-depth financial assessments of renewable energy sector clients. Involving financial modeling, valuation analysis, and advisory services.
Head of Project Finance
Head of Project Finance at Giga Energy overseeing capital strategies for infrastructure projects. Building teams and facilitating funding for power generation and data center assets.
Senior Corporate FP&A Manager
Sr. Corporate FP&A Manager at HighLevel overseeing financial modeling and reporting. Supporting corporate strategies and driving financial insights in a remote-first environment.
Responsable Média Économie/Finance, Présentateur
Join GreenTomatoMedia as the face of a leader in finance media on YouTube. Create an authentic media presence with expert insights on economics and finance.
Consultant – Design and Implementation of Catalytic Finance, Results-Based Financing
Consultant for design and implementation of financing mechanisms at Unitaid. Engaging stakeholders to advance health financing initiatives and contribute to innovative financial solutions.
Senior Analyst, Finance Systems
Senior Analyst managing financial systems and analytics at AI sales technology company. Translating complex data into insights and improving financial visibility across operations.
Senior Director of Finance
Director of Finance managing financial strategy and scalable systems for Hadley Designs. Empowering a purpose-driven team and guiding growth towards $100M and beyond.
Senior Financial Analyst
Senior Financial Analyst supporting growth for Valsoft’s software portfolio. Focused on financial analysis, forecasting, and strategic insights to guide decision-making.
Financial Analyst
Financial Analyst role at Ensemble focusing on forcasting, budgeting, and financial reporting. Collaborating with multiple teams for financial insight in a remote setting.
Vice President of Finance – Personal Caregiving
Vice President of Finance responsible for financial leadership in a healthcare services company. Managing budgeting, reporting, compliance, and operations for growth and sustainability.
Senior Director, Financial Aid
Senior Director of Financial Aid overseeing the Community Solution's financial aid operations and compliance across multiple institutions. Leading initiatives and advising executive leadership on strategic financial aid matters.
Senior Financial Analyst
Senior Financial Analyst providing financial data and reporting for Cleveland Clinic. Involved in budgeting, revenue cycle management, and analysis for strategic support.
Senior Accountant, Investment Operations
Senior Accountant managing investment operations at Backflip. Lead workflows in investment management and implement institutional-grade accounting processes.
Senior Financial Planning Specialist
Senior Financial Planning Specialist at Triad providing financial planning solutions to member firms. Focus on retirement planning and tax implications while collaborating on innovative industry initiatives.