Financial Operations Generalist

This is a fully remote position, open to applicants in United States, +1 more country.

📋 Description

• Verify invoices, gather vendor documentation, facilitate approvals, and arrange payments.

• Oversee month-end closure activities with external accounting partners.

• Maintain detailed close notes and supply relevant information to accountants.

• Investigate discrepancies and highlight any unusual transactions.

• Manage tax filings, registrations, notifications, and year-end reporting in collaboration with external providers.

• Oversee financial systems including Stripe, Subscript, Hubifi, and QuickBooks.

• Coordinate agreements with business owners and legal counsel.

• Negotiate vendor terms and monitor commitments and renewal processes.

• Handle insurance renewals, routine equity administration, corporate records, registrations, and incoming notices.

• Document ongoing tasks, define ownership and deadlines, and assist in automating repetitive processes.

• Proactively raise issues with adequate context for informed decision-making.

• Enhance systems and address vendor-related challenges.

• Report directly to the CTO or CEO.

• Take ownership of recurring duties and adjust responsibilities as the company evolves.

⛳️ Requirements

• Strong accounting background with knowledge of invoices, accruals, reconciliations, and month-end closing processes.

• Experience in accounting or finance operations within a fast-growing startup, public accounting with practical exposure to startup clients, or a broad operational role with responsibilities in payments, contracts, compliance coordination, or financial systems.

• Exceptional attention to detail in managing finances, records, and deadlines.

• Capability to investigate discrepancies and provide well-researched solutions.

• Proficient in ensuring progress across multiple stakeholders and external providers.

• Sound judgment in determining when to make decisions independently and when to seek specialist input.

• Comfortable with learning new systems and tackling ambiguous challenges.

• Eager to leverage an accounting foundation in a wider business context.

• Strong proficiency in spreadsheet applications.

• Familiarity with QuickBooks, Stripe, Brex, Carta, or similar tools is beneficial.

• Ability to handle sensitive financial, employee, and company information with care.

• Proficient in utilizing data, AI tools, and automation.

• Must possess authorization to work in the US or Canada.

🏝️ Benefits

• Equity included as part of the total compensation package.

• Remote work opportunities available in the US or Canada.

• Regular in-person team gatherings.

• Commitment to a diverse and inclusive workplace.

• Equal opportunity employment.

• Utilization of data, AI tools, and automation to enhance reliability and reduce manual tasks.