Senior Financial Operations Specialist

Overview

This full-time, remote, salaried role supports the organization’s Finance team as a Senior Financial Operations Specialist, with direct collaboration with the CFO and the Director of Financial Planning & Analysis (FP&A). The position combines ownership of core financial operations with analytical, advisory, and strategic project work.

Responsibilities

Billing, Revenue & Accounts Receivable

• Own and manage the entire client billing/invoicing process to ensure accuracy
• Perform client revenue validation to ensure invoice accuracy
• Manage tracking and reporting of accounts receivable, including the accounts receivable aging report

Payments, Reconciliation & Banking

• Own and manage client payments and reconciliation against the payment processor, the accounting system, and the bank
• Monitor the organization’s bank operating accounts for client payment reconciliation

Sales Tax

• Serve as the primary point of contact for a 3rd-party vendor to manage the full cycle of the sales tax process, including:
  • Tax calculation
  • Invoice posting
  • Tracking sales tax payment and collection
  • Filing state tax returns to ensure accuracy, timely submission, and full compliance

Month End Close, Compliance & Audit Support

• Assist in the full cycle of financial/accounting operations for month-end close
• Ensure accuracy of financial activity and accounting treatment recorded in the organization’s books
• Ensure financial activity complies with accounting policies, applicable government rules and regulations, and US GAAP
• Assist with annual audits preparation and bank account reconciliations, including updates to accounting and financial policies
• Support preparation of regulatory reporting to various authorities on a monthly and yearly basis

Executive & Management Reporting

• Lead the design and development of executive management reporting and analysis for stakeholders across the organization
• Develop key metrics to facilitate management analysis (e.g., customer metrics)
• Support and contribute to executive financial reporting and metrics used by ELT for business reviews, including:
  • Headcount analysis and projections
  • Labor strategy reporting
  • Workforce planning related to long-term organizational strategy (including owning identified workstreams)
• Serve as the first point of analysis for confidential labor relations cost analysis, including:
  • Bargaining unit compensation modeling
  • Contract proposal costing
  • Financial exposure analysis used directly by senior leadership in connection with negotiation
• Maintain advance, pre-decisional access to labor strategy materials and handle all labor relations financial data in a confidential capacity

Strategic Initiatives & Leadership

• Lead complex, high-priority finance initiatives across their full lifecycle in partnership with senior stakeholders
• Develop recommendations on financial and operational policy creation and interpretation arising from assigned workstreams, including policies that constitute or implicate financial impact on the organization
• Provide ad-hoc support to the Director of FP&A on special projects, including policy formulation and implementation, systems integration, process improvement, and issue resolution
• Support long-term business development strategy, including acquisitions strategy, cost projections, workforce planning analysis, and organizational due diligence

Technology & Efficiency

• Leverage AI technologies to improve process and achieve efficiencies

Requirements

• 5 to 8 years proven working experience in accounting, including:
  • Accounts Receivable
  • Accounts Payable
  • Month-end close
  • Accounts Receivable Aging
• Bachelor’s degree in Accounting/Finance
• Advanced technical skills; proficient in Microsoft/Excel/Google Sheets
• Proven experience and knowledge with NetSuite and Stripe preferred
• Experience in:
  • Client invoice creation and process
  • Managing client payments and reconciliation
  • Cash management and bank account reconciliation to the ledger
  • Managing sales tax (collection, payment, state tax filing)
  • Revenue validation and reconciliation
  • Preparing audits and regulatory reporting
  • Managing stakeholders across the organization
  • Large-scale project management (plus)
  • Identifying process gaps and deficiencies with solutions and execution
• Excellent verbal and written communication skills and presentation skills
• Commitment to collaborate with people at all levels and with diverse backgrounds
• Strong interest in building processes and procedures and identifying opportunities for efficiency
• Strong experience managing complex projects/processes with a variety of stakeholders
• Natural curiosity and excellent organizational abilities
• Strong problem-solving skills with creativity and out-of-the-box thinking
• Team player; detail-oriented; strong aversion to error; big-picture orientation
• Independent work style requiring minimal supervision; manager serves as a thought partner rather than an escalation point in most decisions

Preferred Qualifications

• NetSuite and Stripe experience
• Large-scale project management experience

Compensation & Benefits

Salary

• Salary range: $92,700 - $116,400 - $140,100
• Final salary offers will take into account candidate experience, interview performance, and current team salary parity.

Benefits

• Flexible work schedules and an unlimited time-off policy
• Fully paid, trans-inclusive health, dental, and vision insurance for employees and their families
• Fully-paid health reimbursement arrangement for out-of-pocket expenses
• Fully-paid short- and long-term disability
• Fully paid basic and AD&D life insurance and a voluntary supplemental life insurance option
• Dependent and health care flexible spending account options
• Employee Assistance Program (EAP) benefits for employees
• Automatic 2% employer-paid 401K contribution, plus up to an additional 6% match on employee contributions
• Minimum of three months paid medical, family and parental leave (for all new parents, adoptions included)
• Commuter or home-office benefits, including a $1,000 home-office setup allowance for all new full-time remote employees
• Additional perks including quarterly snack deliveries and digital subscriptions to the Boston Globe & New York Times

Location

• Full-time remote position
• This role requires availability during established, regular business hours (Mon-Fri)
• Employees work with distributed teams across all U.S. time zones and are expected to use virtual communication tools (including Zoom and Slack) with regular attendance in virtual meetings.

Registered States

Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, Wyoming, and Washington D.C.

If located in a state not listed, the organization may still be able to proceed, but the offer process may take longer to accommodate registration requirements.

Work Authorization

• This position is unable to sponsor work visas at this time.

Union Information

• This position is excluded from any bargaining unit as a confidential employee.

Additional Information

• Travel may be required on a limited basis to attend all-staff and departmental retreats (1–2 times per year). Additional travel may be required for select positions.
• Background checks will be conducted at the time of offer in compliance with applicable laws and will not be initiated without consent.
• The organization provides reasonable accommodations for individuals with disabilities throughout the hiring process and employment.