Overview
An organization is seeking a Finance Operations and Transformation professional to lead and own Order-to-Cash workflows, including billing, while strengthening and scaling billing, reporting, and financial systems processes. This individual contributor role involves collaborating across teams to solve operational issues, improve system integrations, and balance hands-on execution with longer-term process transformation.
Responsibilities
- Manage SaaS and ancillary billing processes, including data validation and cross-system reconciliations
- Own reporting and analysis of core operational metrics such as total bookings
- Contribute to stabilizing newly implemented accounting software by identifying root causes and resolving system issues
- Lead and implement functional and reporting improvements within the accounting platform
- Improve and streamline billing workflows and system reconciliations through cross-functional collaboration with Product Engineering, Operations, and Sales
- Build and enhance operational metrics reporting and analyses through automation using BI tools and/or AI applications
- Manage end-to-end sales commission calculation and reconciliation processes
- Lead ad-hoc initiatives and evolving projects as business needs expand
Minimum Qualifications
- 3+ years of relevant experience in Finance Operations, Revenue Operations, Order-to-Cash, Billing Operations, Finance Transformation, Financial Systems, Business Systems, or a closely related field
- Hands-on experience with the end-to-end Order-to-Cash process, ideally within a SaaS subscription business
- Proven ability to investigate inconsistencies, validate data, and reconcile information across multiple sources or systems
- Working knowledge of business software ecosystems, including accounting software, CRMs, operational platforms, and databases
- Experience improving, documenting, or automating operational workflows
- Exceptional attention to detail and strong commitment to data accuracy and completeness
- Advanced proficiency in Google Sheets, Microsoft Excel, or both, including working with complex datasets, formulas, and reconciliations
- Ability to work independently, manage competing priorities, and operate effectively in an evolving environment
- Strong written and verbal communication skills, with the ability to collaborate across Finance, Sales, Operations, Product, and Engineering teams
Preferred Qualifications
- Experience leading or significantly contributing to full-cycle implementation or migration of ERP, accounting software (Campfire preferred), billing systems, or financial systems
- Deep knowledge of SaaS billing models, recurring revenue, bookings, renewals, contract changes, and subscription adjustments
- Working knowledge of accounting principles and primary financial statements
- Experience with Power BI (including basic DAX), Tableau, SQL, or other analytics platforms
- Experience using AI tools to automate, analyze, or improve Finance and Operations workflows
- Experience calculating or reconciling sales commissions
- Experience working in a fast-growing organization where processes and systems are still being built
- Bachelor’s degree in Finance, Accounting, Business, Information Systems, Analytics, or a related discipline
Compensation & Benefits
- Competitive salary and equity options in a rapidly scaling company
- Excellent health, dental, and vision insurance for employees and dependents
- 401(k) plan
- Flexible paid time off policy
- Catered lunch in the office with fully stocked snacks and beverages
- Pet insurance
- Voluntary life insurance plan
Location
Not specified
This employer is an equal opportunity organization. Employment decisions are made without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, or sexual orientation.
Note: Beware of fraudulent job postings or recruiting activity claiming to represent this organization. The employer will never request financial contributions or payments from candidates during the recruitment process.