Senior Finance & Operations Manager

Overview

This role is a hands-on finance position for someone who can manage key financial operations and clearly explain what the numbers mean for leadership. The role involves running the systems and processes that keep the business paid, invoiced, and on budget, while also producing forecasting and monthly reporting to support pricing, hiring, contractor use, and cost decisions.

Responsibilities

• Own forecasting and budgeting
  • Keep the annual budget and rolling forecast current as the business changes
  • Maintain an up-to-date cash flow picture
• Produce monthly reporting
  • Run the monthly financial review for leadership, covering what happened and why
• Run payroll across jurisdictions
  • Reconcile contractor and employer-of-record payments
  • Handle commission and leave adjustments
• Manage billing and reconciliation
  • Set up budgets in Productive
  • Run end-of-month billing and overages
  • Ensure invoices match client contracts and time logged
• Oversee debtors and receivables
  • Chase overdue invoices and help maintain healthy receivable days
  • Handle disputes and credit notes in coordination with the delivery team
• Manage month-end and tax prep
  • Reconcile accounts
  • Prepare GST and year-end information
  • Keep the books clean
• Own finance systems and process
  • Manage the finance side of Productive, HubSpot data, Xero reporting, and related automations
  • Document processes and continuously improve by simplifying and automating where possible

Requirements

• Strong experience in a senior finance, finance management, or financial controller role, ideally in an agency, professional services, or SaaS environment
• Proven experience running payroll, ideally across more than one country and with both employees and contractors
• Confidence with forecasting, budgeting, and management reporting, and the ability to translate numbers into clear recommendations
• Hands-on experience with billing, invoicing, and debtors, including time-based retainers and project billing
• Strong working knowledge of Xero (or a similar accounting system)
• Comfort learning and working with tools such as Productive, HubSpot, and Deel
• Experience with New Zealand GST and tax processes
• Multi-currency and UK or US exposure is a plus
• A strong habit of identifying errors and gaps before they become problems, with a preference for automation and process simplification
• Clear communication with non-finance colleagues, including confidence to challenge decisions when the numbers indicate otherwise
• Passion for using AI tools to support day-to-day work

Preferred Qualifications

• Experience building and maintaining finance workflows across billing, payroll, and reporting systems (Productive, HubSpot, Xero, and related automations)

Compensation & Benefits

• Compensation details not provided in the original job description.

Location

• Based in Auckland (Ponsonby office available), with a fully flexible role and no set hours in office
• Collaboration with colleagues, contractors, and clients across New Zealand, Australia, Europe, and the US
• Sporadic early morning calls may be required from time to time, though not a major part of the role