Financial Operations Analyst

Overview

A leading AI platform company is seeking a Finance Operations Analyst to support recurring monthly finance activities including calculations, reporting schedules, data validation, billing support, contract tracking, and project-based process improvements. This role focuses on finance operations rather than heavy accounting.

The ideal candidate is detail-oriented, proficient in Excel, curious, and comfortable working with finance operations, revenue operations, billing data, contracts, and sales tax support as the organization scales.

Responsibilities

• Prepare and maintain recurring Excel-based analyses, trackers, schedules, and reporting files for Finance and leadership.
• Support monthly finance operations by completing recurring calculations, data pulls, variance analysis, and reporting updates.
• Partner on pricing analysis by gathering and reviewing customer usage, contract terms, cost drivers, historical pricing, discounting, and margin considerations.
• Assist with reconciliation by gathering support, comparing system outputs, researching differences, and flagging items for review.
• Track customer contracts including key dates, contract values, renewals, billing terms, customer details, and required reporting fields.
• Track vendor contracts including renewal dates, payment terms, contract owners, committed spend, and supporting documentation.
• Assist with billing operations, customer usage reporting, subscription data, and revenue-related calculations.
• Support sales tax workflows with potential to implement new systems to replace manual tracking.
• Maintain clean and accurate data across tools such as Stripe, Unanet, Monday.com, CRM systems, billing platforms, contract trackers, and internal finance workbooks.
• Document recurring processes, build checklists, and create repeatable workflows to reduce manual effort and improve consistency.
• Support ad hoc projects related to scaling finance operations, improving reporting, cleaning data, and creating more reliable processes.
• Collaborate cross-functionally with Finance, Accounting, Sales, Customer Success, Operations, and leadership to gather information, resolve open items, and improve data flow.

Requirements

• Bachelor's Degree in Accounting, Finance, Business, or a related field.
• 3-5+ years of experience in finance operations, revenue operations, billing operations, FP&A support, business operations, sales operations, or a similar analytical role.
• Strong Excel skills including pivot tables, lookups, formulas, data cleaning, structured workbooks, and handling large data sets.
• Ability to own recurring monthly tasks and meet deadlines with accuracy.
• Strong attention to detail with the ability to identify inconsistencies in customer, contract, billing, vendor, or financial data.
• Ability to work independently, ask thoughtful questions, and follow through on open items.
• Experience working cross-functionally with Sales, Customer Success, Accounting, Operations, Legal, Procurement, or leadership.
• Comfortable documenting processes, maintaining trackers, and improving workflows.
• Strong communication skills with the ability to clearly explain operational or financial data.

Preferred Qualifications

• Experience in SaaS, GovTech, AI, software, public company, or high-growth startup environments.
• Familiarity with Stripe Billing, Unanet, Monday.com, Salesforce, HubSpot, or similar systems.
• Experience tracking customer and vendor contracts, renewals, billing terms, and supporting documentation.
• Intermediate to advanced Excel skills including Power Query, advanced formulas, and scalable reporting templates.
• Experience improving manual processes or automating recurring workflows.

Compensation & Benefits

Compensation details are not specified.

Location

Location details are not specified.