Apply Description 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 Requirements 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
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