Overview
This role is for a Finance and Business Operations Lead responsible for overseeing financial operations, vendor management, operational infrastructure, compliance coordination, budgeting support, and business process optimization within a fast-growing remote organization.
The position combines strategic operational planning with hands-on execution across vendor administration, invoice management, expense reconciliation, financial reporting support, insurance operations, tax coordination, procurement workflows, and cross-functional operational initiatives. It focuses on maintaining and improving operational and financial systems to support long-term business stability and scalability.
The role also involves building automations, implementing AI-driven operational workflows, identifying recurring operational issues, and developing systems-based solutions to improve efficiency and reduce manual work.
Work Schedule: Must overlap with Central Standard Time (CST) working hours.
Responsibilities
- Support tool procurement, onboarding, and vendor administration across operational teams
- Maintain and manage vendor relationships in partnership with service and platform users
- Research vendors, operational tools, and strategic partners; provide structured recommendations to leadership
- Track software subscriptions, monitor operational costs, identify redundancies, and manage vendor renewals proactively
- Track budgets across multiple teams and monitor operational spending trends
- Approve reimbursements and identify financial variances before they escalate
- Assist with financial reporting preparation, investor reporting support, and board material coordination
- Coordinate invoice routing, expense reconciliation, and financial operational workflows alongside finance and operations partners
- Collaborate with recruiting, finance, and leadership teams to support funding plans and operational workforce planning
- Build automations and integrate AI-driven tools into operational processes where appropriate
- Manage business insurance operations end-to-end, including policy renewals, broker coordination, application management, and coverage reviews
- Coordinate with external partners to support tax compliance activities and ensure operational deadlines are met
- Support cross-functional operational projects and contribute to broader business operations initiatives
- Continuously improve operational systems, workflows, and internal infrastructure to support organizational scalability
- Identify recurring operational challenges and implement systems-based solutions to improve efficiency and reduce manual work
Qualifications
- 6–8 years of operations experience within high-growth startup environments
- Experience building and improving operational processes from the ground up
- Strong systems-thinking mindset with the ability to create scalable operational solutions
- Experience managing vendor relationships, procurement workflows, and operational partnerships
- Experience supporting financial operations, budgeting processes, reporting coordination, reimbursements, and expense management
- Ability to balance strategic operational thinking with hands-on execution responsibilities
- Comfortable operating independently in a high-agency, fast-paced environment
- Experience supporting cross-functional operational initiatives and collaborating with leadership stakeholders
- Experience implementing automation tools, AI-driven workflows, or operational process improvements
- Strong organizational, analytical, and operational problem-solving skills
- Ability to proactively identify operational inefficiencies and build long-term process improvements
- Experience managing insurance operations, compliance coordination, or business stewardship responsibilities preferred
- Experience building operational infrastructure in evolving systems and processes preferred
- Strong communication and coordination skills across operational, financial, and leadership teams
Preferred Tools & Systems Experience
- Experience with Ramp, QuickBooks, Rippling, Ironclad, Linear, Notion, Zapier, or similar operational platforms
- Familiarity with automation tools, workflow systems, and operational software platforms
- Experience working with operational systems related to vendor management and financial operations
Compensation & Benefits
- Annual Salary: $136,000 – $184,000 per year
- Additional Compensation: Equity may be included as part of the total compensation package
Location & Work Environment
- Fully remote work environment with required overlap during CST business hours
- Fast-moving operational environment focused on execution, ownership, and scalability
- High level of autonomy and operational responsibility
- Cross-functional collaboration with finance, operations, recruiting, and leadership teams
- Strong emphasis on systems thinking, operational efficiency, and process improvement