Overview
A Senior Finance Team Lead is needed to transition key finance operations in-house, aiming to enhance accuracy, visibility, and efficiency compared to the current external setup.
Responsibilities
- Manage end-to-end client invoicing processes, ensuring invoices are accurately generated and tracked against deal IDs in the CRM system.
- Maintain visibility into billing status across all active deals.
- Track and reconcile vendor invoices, aligning costs with deals to determine cost of goods sold (COGS).
- Coordinate with multiple vendors and partners.
- Monitor accounts receivable payment timelines and identify overdue accounts.
- Produce reports highlighting accounts receivable risks and aging balances.
- Escalate issues to leadership when necessary.
- Resolve existing billing backlog and invoicing discrepancies.
- Ensure invoices are correctly routed and delivered.
- Generate financial reports using QuickBooks and Bill.com to provide visibility into revenue, costs, and overall financial health.
- Identify gaps in workflows, integrations, and data accuracy; recommend improvements to enhance efficiency and reliability.
- Collaborate with internal teams and system administrators; no heavy system build work required.
Role Structure
- Reports directly to Finance/Operations Leadership.
- Works cross-functionally with internal operations teams.
- Initially an individual contributor role with potential to grow into a leadership position.
Success Metrics
- Reduction in billing backlog.
- Improved invoice accuracy and timeliness.
- Clear financial reporting and visibility.
- Reduced accounts receivable delays and improved collections tracking.
Requirements
Qualifications
- 3–5+ years of experience in finance operations, accounting, or bookkeeping.
- Strong familiarity with QuickBooks, Bill.com, and CRM systems (HubSpot preferred).
- Proven ability to manage end-to-end financial workflows independently.
- Ability to identify and resolve process inefficiencies.
- Strong analytical and organizational skills.
- Excellent communication skills and willingness to address issues proactively.
Preferred Qualifications
- Experience with accrual accounting.
- Background in process optimization or system improvements.
- Exposure to audit preparation or scaling finance functions.