Role Description We are seeking a proactive, hands-on Lead, Finance Operations to own and optimize our Accounts Receivable (AR) and Accounts Payable (AP) operations. In this key role, you will directly drive collections, manage payment applications and vendor communications, perform ad hoc AR analysis, and ensure smooth, accurate processing of invoices and payments in our ERP. Your work will have a direct and visible impact on cash flow, customer and vendor relationships, and overall financial operations excellence. Success in this role means cleaner books, faster collections, stronger vendor partnerships, and scalable processes that support company growth. Key Responsibilities - Accounts Receivable (AR) - Lead end-to-end collections efforts, including proactive outreach and escalation management to significantly reduce overdue balances. - Oversee accurate and timely application of customer payments and perform thorough reconciliations within the ERP system. - Conduct regular and ad hoc AR analysis, including aging reports, trend analysis, and AR forecasting. - Partner closely with Account Management teams to resolve billing disputes, improve customer payment behavior, and strengthen overall receivables health. - Accounts Payable (AP) - Manage the complete invoice lifecycle: accurate recording of invoices/bills into the ERP with proper coding, approvals, and supporting documentation. - Oversee payment application to vendor bills and coordinate timely, compliant payment runs aligned with cash flow priorities and company policies. - Monitor AP Aging reports. - Support vendor onboarding. Qualifications - Bachelor’s degree in Accounting, Finance, Business Administration, or related field. - 3-5+ years of hands-on experience in finance operations or accounting, with substantial direct responsibility for AR collections and AP processes. - Proven track record in collections management and vendor relationship management. - Advanced proficiency with ERP platforms and Microsoft Excel skills (pivot tables, advanced formulas, data modeling, and analysis). - Excellent written and verbal communication skills, with demonstrated ability to negotiate effectively with customers and vendors and collaborate across departments. - Exceptional attention to detail, organizational skills, and the ability to manage competing priorities while maintaining high accuracy under deadlines. - Self-starter mindset with a history of identifying problems and implementing practical solutions. - Fluent in English (written and spoken). What Success Looks Like - First 90 Days - Perform a thorough diagnostic review of current AR and AP processes, producing a clear gap analysis and prioritized list of quick wins and longer-term improvements. - Achieve consistency, error-free, and timely processing of all invoices and payments. - Establish reliable reporting on AR/AP KPIs that leadership can rely on for decision-making. - Long-Term Success - Successfully champion and implement automation, system enhancements, or process redesigns that deliver measurable time savings and error reduction in daily AR/AP operations. - Play a visible role in scaling finance operations in support of company growth, potentially expanding scope into broader finance projects or leadership opportunities.

You will be responsible for the accurate and timely execution of day-to-day finance operations- spanning payroll, AP, cashflow, VAT compliance, cost analysis, and balance sheet reconciliations while also playing an active role in improving and automating.

• Design and manage standardized onboarding workflows that reduce time-to-value, ensure consistency across customers, and create a repeatable, measurable experience from contract sign to go-live. • Build and maintain customer health scoring models that give CS teams early warning on churn risk and actionable signals for expansion—integrating product usage, engagement, and CRM data. • Own the operational processes for renewal and expansion, including pipeline tracking, playbook documentation, and the CRM workflows that ensure nothing falls through the cracks. • Build and maintain the dashboards and reports that give CS leadership visibility into retention performance, customer health, and team efficiency—supporting both operational decisions and executive reporting. • Map and optimize the full customer lifecycle—from onboarding through adoption, renewal, and expansion—identifying friction points and building solutions that scale. • Partner with CS leaders to identify at-risk customers early and design the interventions, escalation paths, and playbooks that protect retention. • Work closely with Sales, RevOps, and Systems teams to ensure post-sale processes are connected to pre-sale data and that CRM reflects the reality of the customer relationship.

• Own firm performance monitoring, attribution integrity, commission reconciliation, and partner-facing commercial analytics. • Ensure revenue tracking is reliable, discrepancies are caught early, financial impact is quantified, and partner conversations are backed by clear evidence. • Monitor TrackNow performance, postbacks, attribution gaps, and commission discrepancies daily. • Investigate tracking and attribution issues end-to-end. • Quantify financial impact of detected issues. • Escalate material issues to RevOps Manager and Head of D&A. • Maintain and reconcile commission data across systems. • Lead technical tracking conversations directly with firms when needed. • Document reconciliation outcomes and methodology. • Improve reconciliation tooling and automation. • Manage open case tracker end-to-end, with clear ownership, $ impact, deadlines, and resolution history. • Produce firm-facing summaries of discrepancies and recommended solutions. • Build visual explanations for partner reviews. • Provide data backup for partner negotiations. • Surface partner-level trends to the Partners and Leadership teams.