Senior Financial Operations Analyst

Role Overview

• Manage day-to-day accounting – entering transactions into QuickBooks, making payments, and monitoring bank and credit card activity, while ensuring compliance with good internal controls.
• Month/year-end close, maintaining accounting records, including account reconciliations and supporting documentation, to facilitate management review and independent audit.
• Preparation of monthly, quarterly, and annual financial statement packages for management, Board, and investors
• Maintain and update the annual company-wide budget. Track 'Actual vs. Planned' spend across all departments (Sales, Marketing, Engineering, and G&A).
• Monitor the payment status of all customer invoices to provide real-time cash-on-hand projections for leadership.
• Conduct monthly budget reviews with department heads to identify overages and adjust forecasts for the remainder of the year.
• Manage the global invoicing process. Ensure all contract terms (ARR, TCV, Net-terms) are accurately reflected in HubSpot and the accounting system.
• Own the Accounts Receivable process for the entire company. Proactively manage collections to reduce DSO (Days Sales Outstanding).
• Maintain meticulous records of signed contracts and digital signatures for audit readiness and due diligence.
• Calculate and audit monthly/quarterly sales commissions and company-wide performance bonuses.
• Oversee the company-wide expense reimbursement process. Administer corporate card programs (e.g., Ramp/Brex) and enforce the global travel and expense policy.
• Consolidate all financial adjustments (commissions, bonuses, reimbursements) and submit finalized files to the payroll vendor (e.g., Rippling/ADP).

Requirements

• 3–5 years in a FinOps, RevOps, or Corporate Finance role (preferably in B2B Software/SaaS)
• CPA background
• Excel/Google Sheets Mastery: Ability to build complex, multi-tab financial models, pivot tables, and advanced lookups (XLOOKUP, nested logic)
• Accounting Software: Hands-on experience with QuickBooks Online, Xero, or NetSuite
• Detail-Oriented: A 'zero-error' mentality regarding payroll and commission submissions.

Benefits

• Full autonomy and trust to solve problems
• Flexible remote work setup with a strong support culture
• Access to mission-critical projects and real-world security data
• Help build a better analytics experience