Finance and Operations Lead
Support finance processes like forecasting and revenue review while owning operational tasks, reporting, and cross-functional projects at a Series B industrial AI/AR startup. Requires 2-5 years in finance or operations, financial modeling, and strong spreadsheet skills.
About the job
Responsibilities
- Support core finance processes including annual forecasting, monthly revenue review, and other strategic initiatives.
- Own and improve recurring operational processes such as reporting, reconciliations, and documentation.
- Take on cross-functional projects, such as new vendor contracts or addressing process gaps between departments.
- Build dashboards and reporting to turn raw financial and operational data into clear, decision-ready insights for leadership.
Requirements
- 2-5 years of experience in accounting, finance, or business operations (consulting, banking, or startup ops background welcome).
- Hands-on experience with financial modeling.
- Strong Excel/Google Sheets skills.
- Detail-oriented with comfort owning processes.
- Track record of being a trusted operational partner.
- Ability to pick up new tools quickly and default to figuring things out independently.
- Energized by variety in daily work, from close support to cross-functional projects.
Nice-to-Haves
- Background in consulting, banking, or startup operations.
Compensation and Benefits
- Competitive salary and equity.
- Comprehensive medical, vision, and dental care.
- Flexible PTO policy.
- Lunch and dinner service.
- Wellness benefit.
- Maven family planning benefits.
- Partnership with Care.com.
- Mental health services.
- 401(k) retirement plan.
- Pre-tax commuter benefit for parking and public transit.
- Company-wide retreats.
Skills
Financial Modeling, Excel, Google Sheets, Forecasting, Financial Reporting, Reconciliations, Dashboards
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