Finance Operations Manager, Formant

• 7+ years of experience in a similar role(s)
• Bachelor’s Degree in Finance, Accounting, or a related field
• Relevant finance credentials (e.g., CPA, CMA, CFA, and/or FP&A)
• Proven ability to balance strategic work with day-to-day operational tasks
• Extensive experience in Accounts Receivable (AR) and Accounts Payable (AP)
• Strong business acumen and a keen attention to detail
• Process-oriented mindset with the ability to maintain focus in a fast-paced, start-up environment
• Experience as the sole financial operations manager within an organization
• Excellent communication skills, capable of effectively managing relationships with both internal and external stakeholders
• Experience collaborating with external accounting vendors
• Proficiency with financial tools and software, including Netsuite, Excel, and Google Sheets

Desirable

• The Finance Operations Manager is a critical role within our company, responsible for overseeing the financial operations, including accounts receivable, accounts payable, financial planning and analysis (FP&A), and financial reporting.
• The role involves ensuring accurate financial tracking, compliance with internal processes, and effective communication with stakeholders, including customers, vendors, and our external accounting firm.
• The Finance Operations Manager will also support strategic financial decisions and play a key role in budgeting, cash flow management, and contract analysis
• Manage customer billing, including contract interpretation, new customer setup, monthly invoicing, and resolving billing issues
• Communicate with customers regarding billing concerns and coordinate with the external accounting team
• Oversee bill tracking through Bill.com and ensure accurate and timely processing and payment of outgoing bills
• Track vendor payments and manage vendor relationships
• Collaborate with the President to manage the company budget and ensure that financial goals are met
• Ensure accurate reporting of contract values and Annual Recurring Revenue (ARR) in the CRM and reporting systems together with Revenue Operations
• Record and track company Key Performance Indicators (KPIs) and ensure they are accurately reported in the appropriate systems
• Oversee the third party accounting firm on the preparation of company financials and reports
• Prepare and deliver financial reports for internal stakeholders and investors
• Collect key financial information from various stakeholders and report back to the accounting firm
• Manage and monitor cash flow, ensuring the company's liquidity needs are met
• Oversee employee and company expense management, ensuring compliance with policies and accurate documentation of receipts
• Calculate and manage incentive payouts based on performance metrics
• Work closely with the third-party accounting firm to ensure accurate financial reporting and compliance