Senior Finance Team Lead | Philippines

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 CRM deal IDs
• Maintain visibility into billing status across all active deals
• Track and reconcile vendor invoices and align 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 and collaborate on process improvements to enhance efficiency and reliability
• Work cross-functionally with internal teams and system administrators (no heavy system build work required)

Requirements

• 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
• Strong analytical and organizational skills
• Excellent communication skills with a 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

Role Structure

• Reports directly to Finance/Operations Leadership
• Collaborates cross-functionally with internal operations teams
• Initially an individual contributor role with potential to grow into leadership

Success Metrics

• Reduction in billing backlog
• Improved invoice accuracy and timeliness
• Clear financial reporting and visibility
• Reduced accounts receivable delays and improved collections tracking

Location

This is a remote position with a work-from-home model.