Financial Operations Generalist

Overview

This role owns the financial and business operations that keep the organization running. Accounting makes up roughly a third of the position; the remaining scope includes contracts and procurement, insurance, equity administration, and operational problem-solving that comes with company growth.

The ideal candidate has an accounting foundation and wants broader business ownership—investigating unfamiliar charges, working through vendor renewals, coordinating with outside counsel, and building processes that reduce repeat issues over time.

Responsibilities

• Accounting operations
  • Validate invoices
  • Collect vendor documentation
  • Coordinate approvals
  • Schedule payments
• Month-end close
  • Maintain close notes
  • Provide supporting information to external accountants
  • Investigate discrepancies
  • Flag unusual transactions
• Tax coordination
  • Keep filings, registrations, notices, and year-end reporting moving with external providers
• Financial systems
  • Maintain tools such as Stripe, Subscript, Hubifi, and QuickBooks as the business changes
• Contracts and procurement
  • Coordinate agreements with business owners and counsel
  • Negotiate vendor terms
  • Track commitments and renewals
• Corporate operations
  • Manage insurance renewals
  • Handle routine equity administration, corporate records, registrations, and incoming notices
• Process improvement
  • Document recurring work
  • Establish clear owners and deadlines
  • Work with internal teams to automate repetitive tasks
• Ongoing ownership
  • Close the loop on both recurring responsibilities and unexpected problems

Requirements

• Strong understanding of invoices, accruals, reconciliations, and month-end close
• Meticulous with money, records, and deadlines
• Ability to investigate discrepancies and return clear answers
• Comfortable keeping work moving when multiple people and/or outside providers are involved
• Sound judgment on when to decide independently vs. involve specialists
• Ability to learn unfamiliar systems and handle ambiguous problems
• Comfort working with confidential financial, employee, and company information
• Strong spreadsheet skills

Preferred Qualifications

• Experience in accounting or finance operations at a fast-growing startup
• Public accounting background with hands-on exposure to startup clients
• Business operations experience with meaningful accounting responsibilities
• Experience owning payments, contracts, compliance coordination, or financial systems
• Familiarity with tools such as QuickBooks, Stripe, Brex, Carta, or similar systems

Expectations

• 60–70 hour weeks
• Take ownership of meaningful recurring responsibilities within your first few weeks
• Keep payments, filings, renewals, and other obligations organized and on schedule
• Provide external accountants and other specialists with complete information and timely responses
• Raise problems early with enough context to support decisions
• Use data, AI tools, and automation to improve reliability and reduce manual work
• Be hands-on—sometimes improving systems, sometimes resolving vendor issues
• Scope may evolve as the organization grows

Compensation & Benefits

• $100,000–$170,000 total compensation (base + equity), depending on experience

Location

• Remote in the US or Canada, with regular in-person gatherings

Equal Opportunity

The organization is committed to creating a diverse and inclusive workplace. They do not discriminate based on gender identity, race, ancestry, disability, religion, sexual orientation, pregnancy status, veteran status, or any other characteristic protected by law. Qualified candidates are encouraged to apply.