Finance Operations Lead

Job Position: Finance Operations Lead, Finance Associate

Work Arrangement: Remote (LATAM and PH based)

Job Type: Full-time, Independent Contractor

Work Schedule: 40 hours per week, Monday to Friday with core hours between 9 AM – 5 PM EST

About Pearl Talent::

We're hiring a Finance Operations Lead for Pearl—which places top 1% talent from around the world into operational roles at startups. We've bootstrapped our company to a couple of million in revenue and are adding six to seven figures in net new annualized revenue each month. Our clients are fast-growing startups and phenomenal US-based businesses that have raised over $3B in funding from Sequoia, a16z, Founders Fund, Y Combinator, and other top VC firms.

I'm a 3x founder and most recently was investing into deep tech companies as COO of a fund in SF: I grew up in the Philippines myself—which is why I care so much about giving international talent opportunities to work at the best companies in the world) and most recently was investing.

At Pearl, we know that although opportunities aren't created equal in the world, ambitious talent is. And it's our mission to give hires from around the world who are sharp and hungry the opportunity to earn far more than they would in their home countries while learning from the best founders.

This is a completely WFH opportunity, where you'll come in and help us lead and set the direction of our fast-growing client success team. We'll need someone who can overlap working ET hours.

Purpose of Your Role:

We need a Finance Operations Lead who can own the day-to-day financial operations at Pearl. You'll ensure our financial records are accurate, our invoices and payments are on track, and our leadership team has the reporting they need to make sharp, fast decisions. You'll work closely with our operations and leadership teams to keep our books clean, cash flow healthy, and compliance up to date.

This role is perfect for someone who's detail-obsessed, thrives on creating order in numbers, and wants to play a key part in scaling a fast-growing startup.

Role Overview:

The Finance Associate will be responsible for handling financial recordkeeping, reconciliations, invoicing, and reporting. They will also play a critical role in optimizing finance processes, identifying efficiencies, and ensuring compliance with relevant tax and reporting requirements.

Requirements:

Accounting & Bookkeeping:

• Maintain accurate financial records in accounting software (e.g., QuickBooks, Xero, or similar).
• Record all transactions in a timely manner, ensuring correct categorization and supporting documentation.
• Reconcile bank, payment platform, and credit card statements monthly.

Invoicing & Payments:

• Prepare and send client invoices, ensuring accuracy and timely delivery.
• Track accounts receivable and follow up with clients on outstanding balances.
• Process accounts payable, including vendor bills and contractor payments.

Financial Reporting & Analysis:

• Prepare monthly financial reports, including P&L statements, cash flow summaries, and expense breakdowns.
• Support leadership with ad-hoc financial analysis and data pulls.
• Assist in preparing quarterly and annual financial reports for internal and external stakeholders.

Budgeting & Forecasting:

• Support the development and tracking of budgets for departments and company-wide.
• Monitor actual performance against budget and flag variances for review.

Compliance & Documentation:

• Maintain organized financial records to support audits or tax filings.
• Support the preparation of documentation for tax accountants or legal requirements.
• Ensure proper handling of international payments and currency conversions where applicable.

Process Improvement:

• Identify inefficiencies in financial workflows and suggest/implement improvements.
• Help standardize templates, reports, and recordkeeping practices.

Benefits:

• Potential for profit share based on performance
• Fully WFH, forever
• Annual team retreat
• Unlimited PTO