Financial Operations Lead
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Job Location:
San Francisco, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Financial Operations Lead (San Francisco Hybrid)
- Location: San Francisco CA (Jackson Square Hybrid TueThu in office)
- Compensation: $100000 $150000 base salary plus equity
- Reports to: Controller / Financial Operations Lead
About the Company
Our client is a Series C technology company backed by top-tier investors including General Catalyst Microsoft JP Morgan Sequoia and Sam Altman. They are transforming a massive industry by building a vertically integrated solution that combines hardware software and operations to deliver best-in-class outcomes for enterprise customers.
The company has been operating for nearly a decade with proven staying power and has raised more than $170 million to date. Their solutions are trusted by some of the most respected institutions and fast-growing companies in the world including Reddit Lyft and Bridgewater.
This is an opportunity to join a business that is scaling rapidly and solving one of the most important infrastructure problems of the modern era.
The Role - Financial Operations
As the business scales financial operations must become more efficient automated and future-ready. This role is designed for someone who thrives on ownership enjoys solving operational challenges and wants to build the systems that support growth.
This is not a traditional accounting role. Roughly 60-70% of the work is operational and process-driven with the remaining thirty to forty percent focused on core accounting fundamentals. One day you may be selecting a new ERP system and the next you may be running an audit or resolving a billing issue.
No task is beneath you and no challenge is too large. This role is ideal for someone ambitious who wants to make a lasting impact and accelerate their career trajectory.
What Success Looks Like
- 3 months: Develop a full understanding of the companys financial workflows and systems. Begin automating manual billing and vendor payment processes.
- 6 months: Ship and implement multiple new processes across revenue and payables. Partner with Sales RevOps and Deployment Ops to shorten the month-end close to three days.
- 12 months: Own the financial tooling strategy including ERP billing procurement and reporting. Successfully lead the companys first financial audit end-to-end. Begin building and leading a high-performing team.
Day-to-Day Responsibilities
- Automate vendor payments and billing workflows
- Configure ERP and billing integrations (current system is QuickBooks with transition planned to NetSuite or Vellot)
- Partner cross-functionally with Sales Deployment Ops RevOps and Marketing to improve financial decision-making
- Lead financial audits from preparation to execution with Big Four firms
- Spot operational issues before they become major problems and design scalable solutions
Candidate Profile
- Background: SaaS Tech Big4 Startup finance Rev Ops Billing
- Ownership mindset with the ability to prioritize and execute independently without micromanagement
- Ambitious and kind with a strong desire to grow into a Controller or senior operator role
- Adaptable and scrappy: comfortable entering invoices one day and designing a financial workflow the next
- Accounting fluency: understands accrual accounting and the fundamentals of month-end close even if not CPA-certified
- Technology adaptable: comfortable assessing selecting and implementing new financial systems and tools
- Collaborative communicator who thrives working across teams and with external stakeholders such as auditors
Compensation and Benefits
- Base salary: $100000 to $150000
- Equity participation in the companys stock option plan
- Hybrid work policy: in-office Tuesday through Thursday flexible Monday and Friday
- Office location in San Franciscos Jackson Square
- Daily lunch provided by an in-house chef and kitchen
- Annual compensation review (performance bonus is discretionary not guaranteed)
Why Join
- Join a company with strong financial backing and nearly ten years of proven execution
- Work directly with senior leadership on high-impact projects including ERP implementation and the companys first financial audit
- Gain exposure to both hardware and software business models building complex and transferable skills
- Build a resume that will set you up to become a Controller within four to five years or a world-class financial operator
- Enjoy a collaborative and ambitious culture that values ownership and growth
Key Skills
- Administrative Skills
- Facilities Management
- Biotechnology
- Creative Production
- Design And Estimation
- Architecture
