We are looking to bring on a Senior Finance Team Lead to transition key finance operations in-house, particularly to improve accuracy, visibility, and efficiency versus the current external setup.

Key Responsibilities

1. Invoicing & Revenue Operations 

• Manage end-to-end client invoicing process 
• Ensure invoices are accurately generated and tracked against HubSpot deal IDs 
• Maintain visibility into billing status across all active deals 

2. Vendor & Cost Management 

• Track and reconcile vendor invoices 
• Align costs with deals to determine cost of goods sold (COGS) 
• Coordinate across multiple vendors and partners 

3. Accounts Receivable Oversight 

• Monitor payment timelines and identify overdue accounts 
• Produce reports highlighting AR risks and aging balances 
• Escalate issues for leadership intervention when needed 

4. Backlog & Process Cleanup 

• Help resolve existing billing backlog and invoicing discrepancies 
• Ensure invoices are correctly routed and delivered 

5. Reporting & Insights 

• Generate financial reports using QuickBooks and Bill.com 
• Provide visibility into revenue, costs, and financial health 

6. Process Improvement & Systems Alignment 

• Identify gaps in workflows, integrations, and data accuracy 
• Recommend improvements to enhance efficiency and reliability 
• Collaborate with internal teams and system admins (no heavy build work required)

Role Structure 

• Reports directly to Finance/Operations Leadership 
• Works cross-functionally with internal operations teams 
• Individual contributor initially, with potential to scale into a leadership role 

Success Metrics 

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

Qualifications 

• 3–5+ years experience in finance operations, accounting, or bookkeeping 
• Strong familiarity with:  
• QuickBooks 
• Bill.com 
• CRM systems (HubSpot preferred) 
• Proven ability to:  
• Manage end-to-end financial workflows 
• Work independently in a hands-on capacity 
• Identify and resolve process inefficiencies 
• Strong analytical and organizational skills 
• Excellent communication and willingness to speak up on issues 

Nice-to-Have 

• Experience with accrual accounting 
• Background in process optimization or system improvements 
• Exposure to audit preparation or scaling finance functions