Manager, Revenue & Financial Operations

Role Overview

• Own and manage the end-to-end invoicing process, ensuring accuracy and timely delivery to clients
• Partner closely with the Client Services team to coordinate and manage the Accounts Receivable (AR) process, ensuring timely collections and issue resolution
• Develop and maintain clear SOPs to reduce friction points between the AR function and client-facing teams
• Serve as the primary point of contact for vendor and client follow-ups on outstanding payments
• Identify and document operational inefficiencies between Finance/Accounting and other departments, proposing and implementing solutions
• Champion continuous process improvement initiatives with a focus on enhancing data collection practices that enable faster, more informed decision-making by leadership
• Design and maintain operational reports and dashboards (using Excel/Google Sheets and QuickBooks Online) that provide real-time visibility into AR status, cash flow, and key financial metrics
• Ensure data integrity across financial systems and workflows, identifying gaps where better data capture can improve reporting accuracy and speed
• Support Accounts Payable process improvements on an as-needed project basis
• Act as an internal liaison between departmental teams and the external accounting provider, ensuring smooth information flow and consistent execution
• Work directly with department heads to translate financial data and processes into actionable insights for non-finance teams
• Support leadership with operational reporting, financial dashboards, and ad hoc data requests that support fast, confident decision-making
• Build strong working relationships across the organization to foster a culture of financial accountability

Requirements

• 5+ years experience in revenue operations, agency operations, finance operations, or similar
• Experience managing high volume Accounts Receivable
• Experience in a services-based or agency environment preferred
• Strong Excel / Google Sheets proficiency
• Experience with QuickBooks Online or similar accounting systems
• Strong attention to detail and process orientation
• Excellent cross-department communication skills