Finance Operations Lead (Finance Ops Lead)

Rox Data Corp•San Francisco, CA

About The Position

Rox is hiring a Finance Operations Lead to own the day-to-day finance engine that keeps spend moving quickly and compliantly. Beyond running operational workflows, you’ll use analysis and lightweight modeling to identify spend leakage, optimize vendor decisions, and improve how we scale finance. You’ll run the internal workflows that sit in front of accounting —vendor onboarding, purchasing/approvals routing, corporate cards and reimbursements, invoice intake, and the controls and documentation that make our close fast and audit-ready. This role is ops-first: most days are hands-on execution (routing approvals, resolving exceptions, keeping queues moving). Alongside that, you’ll apply strong spreadsheet modeling skills to targeted, ops-linked analyses that improve decision-making and reduce friction (not full forecasting ownership).

Requirements

5+ years in finance operations or adjacent operating roles (Finance Ops, Accounting Ops, AP/Expense, Procurement Ops, Biz Ops) in a high-growth environment, with a track record of using analysis and modeling to improve processes and drive decisions.
Strong Excel/Google Sheets modeling skills: able to build clean, auditable models and analyses with assumptions, sensitivity tables, and clear outputs for vendor/spend decisions and process improvements (not full FP&A forecasting ownership).
Comfortable owning high-volume operational workflows: queues, follow-ups, exception handling, and policy enforcement.
High attention to detail and control mindset (documentation, approvals, audit trail, segregation of duties).
Strong cross-functional communication; you can drive decisions from busy stakeholders.

Nice To Haves

Ramp/Brex/Expensify/Navan/Airbase experience (or similar).
QuickBooks/NetSuite/Xero familiarity (or similar).
Experience improving procurement/PO-like workflows.
Light automation/ops tooling (Zapier/Make), basic SQL/BI familiarity.

Responsibilities

Own spend operations end-to-end
Run vendor onboarding (W-9/W-8 collection, vendor setup, bank detail verification, change controls).
Manage invoice intake and bill pay workflow: routing, approver follow-up, required documentation, and exceptions.
Own corporate card and expense program administration (policy enforcement, receipt compliance, issue resolution).
Manage employee reimbursements: approvals, exception handling, and clear employee support.
Support vendor and contract decisions with lightweight models (tiering, seat growth, prepay vs monthly, volume discounts).
Maintain a renewals/commitments tracker and quantify upcoming cash and budget impacts.
Build lightweight models to evaluate vendor/contract tradeoffs (tiering, seat growth, prepay vs monthly, volume discounts) and support spend decisions.
Analyze spend and workflow data to identify leakage/bottlenecks and quantify impact (cycle times, exception rates, policy compliance), then drive fixes.
Partner with the Head of Finance on one-off analyses by turning messy data into clear assumptions and recommendations (not full forecasting ownership).
Implement and continuously improve spend controls (approval matrix, thresholds, segregation of duties, audit trail).
Standardize purchasing processes (intake forms, PO-like approvals, documentation standards).
Maintain clean master data (vendors, departments, coding guardrails in partnership with accounting).
Build and monitor Finance Ops metrics (cycle times, queue aging, compliance rates) and use them to drive continuous improvement.
Identify spend leakage and policy gaps via trend analysis (out-of-policy spend, duplicate vendors, missing receipts) and implement fixes.
Own finance SOPs, training, FAQs, and the “how we do things” documentation.
Triage daily inbound requests from employees and vendors (Slack/email/ticketing).
Coordinate with People Ops, Sales, IT/Security, and budget owners to unblock onboarding and purchasing.
Drive responsiveness: clear SLAs for approvals, reimbursements, new customer setup, and vendor payments.
Ensure our accounting has complete, accurate packets (coding, receipts, approvals, contract links).
Support month-end close readiness (cutoffs, missing receipts/invoices, accrual inputs like open bills/commitments).
Surface anomalies before close by analyzing spend trends (vendor spikes, timing issues, miscoding) and driving resolution.
Monitor and improve operational KPIs (aging queues, compliance, cycle times).