Financial Operations

Clay Labs•San Francisco, CA

3d•$150,000 - $200,000•Hybrid

About The Position

Clay is seeking a Financial Operations Lead to join its Finance & Accounting team. The role owns day-to-day financial operations, primarily accounts payable, employee spend, travel and expenses (T&E), vendor management, and cash operations. The lead will build scalable processes and infrastructure, manage the full AP and expense lifecycle, work with employees and vendors, improve workflows and controls, and help operations scale as the business grows. The position is hands-on and offers ownership of process development in a fast-moving environment, with close collaboration across Accounting, Finance, People, and Operations. The role is based in Clay’s NYC or SF office with a hybrid setup.

Requirements

At least 6 years of relevant accounting, AP, T&E, or financial operations experience.
Bachelor’s degree in Accounting, Finance, or a related field.
Strong working knowledge of AP, employee expenses/T&E, corporate cards, cash operations, and financial reconciliations.
Experience owning or significantly improving financial operations processes.
Strong organization, attention to detail, and follow-through.
Ability to work in a fast-paced environment with evolving systems, processes, and priorities.
Strong communication skills and a service-oriented approach when working with employees, vendors, and cross-functional partners.

Nice To Haves

Experience in a high-growth technology company or startup.
Experience with modern finance tools such as NetSuite, Ramp, Rippling, Rillet, Brex, or similar.
Experience working with multiple entities, currencies, or international payments.
CPA certification or progress toward a CPA.

Responsibilities

Own the full accounts payable lifecycle, including invoice intake, coding, approval routing, and timely payment processing.
Manage vendor onboarding, maintenance, and documentation.
Work with vendors and internal stakeholders to resolve invoice and payment issues.
Maintain accurate, audit-ready AP records.
Reconcile AP activity to the general ledger and investigate discrepancies.
Identify opportunities to automate and improve AP workflows.
Administer corporate cards, employee expenses, and T&E.
Review and approve employee expenses for compliance with company policies.
Manage expense reimbursements and resolve employee questions or issues.
Support a smooth and responsive expense experience for employees.
Help develop and improve spend policies, approval workflows, and controls.
Monitor employee and corporate spending and identify opportunities to improve visibility and efficiency.
Monitor daily cash activity and perform bank reconciliations across entities and currencies.
Support domestic and international payments, wires, and banking operations.
Maintain cash forecasting inputs and communicate potential liquidity or funding needs.
Ensure appropriate controls and segregation of duties around cash disbursements.
Support month-end close activities related to AP, expenses, cash, and other operational accounting areas.
Build and document scalable financial operations processes.
Evaluate and implement improvements across finance systems, workflows, and automation.
Partner with Accounting, Finance, People, and other cross-functional teams to improve employee and vendor experiences.
Help establish operational controls and processes that can scale with a rapidly growing company.