Finance Operations and Automation Specialist

One of our client is seeking a high-caliber AP & AR Finance Automation Specialist to manage and transform the AP and AR functions across EHG’s portfolio of SaaS companies. This is not a traditional transactional AP/AR position. The successful candidate will combine strong accounting expertise with systems thinking, process design, data analysis and AI/automation to build a scalable finance operating model across the portfolio.

Job Type: Fully Remote

Timings: 9am-5pm Pacific Time(Flexible hours- 4 HOURS OVERLAPPING Required)

Core Responsibilities:

• Own end-to-end Accounts Payable and Accounts Receivable operations across multiple portfolio companies, including invoicing, collections, cash application, vendor payments, reconciliations, aging and month-end activities.

• Design, document and standardize AP/AR processes, controls, approval workflows and SOPs across portfolio companies while allowing for necessary entity-level differences.

• Map current workflows end-to-end, identify bottlenecks and eliminate unnecessary manual work, spreadsheet dependency and duplicate processes.

• Identify, design and implement automation opportunities using AI, Claude/ChatGPT, workflow tools, system integrations and other modern finance technologies.

• Develop automated workflows for invoice processing, approvals, payment follow-ups, collections, failed payments, cash application, reconciliations, exception management and recurring reporting.

• Monitor AP/AR aging, DSO, collections, cash requirements, unapplied cash, payment exceptions and other KPIs; provide management with clear, actionable reporting.

• Maintain strong controls over vendor/customer master data, payment approvals, bank details, segregation of duties, reconciliations and transaction accuracy.

• Work cross-functionally with accounting, operations, technology/development and portfolio-company teams to improve finance systems and data flows.

• Continuously measure improvements in hours saved, processing time, errors reduced, cash recovered and manual touchpoints eliminated.

The system thinker Mindset:

The right candidate will not simply ask, “How do I process this transaction?” They will ask, “Why does this process exist, where is the bottleneck, what should the ideal workflow look like, and how can we build a system that handles it automatically?”

The role therefore combines: Accounting + Finance Operations + Process Engineering + Systems + AI/Automation + Internal Controls

Ideal Candidate:

• CA / ACCA / CMA qualified or MBA/MS in Finance, Accounting or Business from a reputable institution such as LUMS, NUST, IBA or equivalent.

• Approximately 4–6+ years of relevant accounting/finance experience; experience in SaaS, technology, PE-backed or multi-entity environments is strongly preferred.

• Strong hands-on understanding of AP, AR, billing, collections, cash application, reconciliations, month-end close and accounting controls.

• Strong Excel/Google Sheets skills and experience with accounting/ERP and finance systems; QuickBooks Online, Zoho, Power BI or similar platforms are a plus.

• Practical interest or experience in AI and automation, particularly Claude, ChatGPT, workflow automation, no-code/low-code tools and system integrations.

• Ability to understand APIs, data flows and system integrations at a functional level; coding is not required, but technical curiosity is essential.

• Excellent analytical, problem-solving and communication skills, with the ability to work independently with U.S.-based management and portfolio companies.

• Highly organized, detail-oriented and comfortable operating in a fast-paced, multi-entity environment with changing priorities.