Financial Operations Specialist

This is a multi-disciplinary position encompassing finance, human resources, legal and information technology responsibilities. As the company scales rapidly, this role serves as the operational foundation that enables our client-facing teams to deliver exceptional results while building the systems and processes needed for sustainable growth in the competitive digital marketing landscape.

The ideal candidate is detail-oriented and thrives in a fast-paced environment, works well in team-driven settings, and is highly motivated. Additionally, you must meet the following qualifications:

• Key Responsibilities:
  • Advanced billing management: Take ownership of complex billing processes, including multi-tiered pricing structures, contract billing, and subscription management across multiple client segments
  • Revenue recognition leadership: Ensure accurate revenue recognition in accordance with accounting standards
  • Contract analysis: Review and analyze customer contracts to ensure proper billing setup and revenue recognition treatment
• Finance Operations:
  • Core Billing and Revenue Management
    • Billing Systems Oversight: Lead the optimization and maintenance of billing systems, coordinating with IT on system upgrades and implementations
    • Technology Integration: Evaluate and recommend billing software, automation tools, and integration opportunities
    • System Implementation: Lead or support major system implementations, upgrades, or integrations affecting billing operations
  • Financial Reporting and Analysis
    • Management Reporting: Drive comprehensive monthly and quarterly financial reports for executive leadership and board presentations
    • Performance Analytics: Develop and maintain key performance indicators (KPIs) for billing operations, expense margins, and revenue trends
    • Variance Analysis: Conduct detailed analysis of budget-to-actual variances for revenue streams and provide actionable insights to management
    • Planning and Forecasting: Lead revenue forecasting activities and provide critical input for annual budgeting processes
  • Accounts Management
    • Accounts Receivable: Manage AR processes, aging reports, and collection strategies to optimize cash flow
    • Accounts Payable: Oversee AP operations, vendor payments, and expense management systems
    • Collections Strategy: Continuously improve collections strategies and policies, working closely with teams to optimize cash flow
  • Audit and Compliance
    • Internal Audits: Design and implement billing-related internal controls to ensure accuracy, compliance, and fraud prevention
    • External Audits: Serve as primary point of contact for billing-related audit activities, both internal and external
    • Financial Controls: Ensure all financial practices comply with company policies, accounting standards, and regulatory guidelines
  • Human Resources Support:
    • Talent Acquisition and Development
      • Hiring Leadership: Own recruitment efforts for open positions, including job posting development, candidate screening, and interview coordination
      • Onboarding Program: Design and oversee onboarding programs for new team members
      • Performance Management: Support HR initiatives related to employee performance tracking and development
    • Legal Compliance and Coordination:
      • Compliance Management
        • Regulatory Compliance: Monitor changes in accounting standards and regulations affecting revenue recognition and billing practices
        • Contract Compliance: Ensure all billing practices comply with contractual obligations and regulatory guidelines
        • Policy Coordination: Coordinate with legal counsel and management to develop and maintain company policies and procedures
      • Legal Coordination
        • Contract Review: Support contract review processes and coordinate with legal teams on client agreements
        • Risk Management: Identify and mitigate legal and financial risks in billing and operational processes
        • Documentation Management: Maintain proper documentation for legal and compliance purposes
      • Information Technology:
        • Systems Management
          • Billing Systems Oversight: Lead the optimization and maintenance of billing systems, coordinating with IT on system upgrades and implementations
          • Technology Integration: Evaluate and recommend billing software, automation tools, and integration opportunities
          • System Implementation: Lead or support major system implementations, upgrades, or integrations affecting billing operations
        • Qualifications:
          • Required Qualifications:
            • Strong knowledge of accounting principles and practices, particularly related to accounts receivable and accounts payable
            • Experience with financial reporting, tracking, planning, and analysis
            • Understanding of audit processes and compliance requirements
            • Excellent analytical and problem-solving skills with keen attention to detail and accuracy
            • Proficiency in Microsoft Excel and other analytical tools
          • Preferred Qualifications:
            • 1 year of billing/finance experience in service-based businesses, preferably digital agencies
            • Experience with Zoho Books, Zoho Analytics, and Zoho One suite
            • Background in HR processes and talent management
            • Knowledge of legal compliance and contract management
            • Experience with IT systems integration and implementation
            • Advanced Excel skills (pivot tables, VLOOKUP, financial modeling)
          • Application Process:
            • Interested candidates should submit a resume highlighting relevant Financial, HR, legal, and IT experience
            • A personalized cover letter explaining specific experience with multi-disciplinary operational experience, process improvement initiatives, and financial accuracy in fast-paced environments