Financial Operations Lead

Self Bill Pro • Ambler, PA

10d • Hybrid

About The Position

We are looking for a meticulous, tech-savvy, and proactive Financial Operations Lead to manage our day-to-day financial and administrative functions. In this role, you will be the guardian of our financial data and the backbone of our financial operations. You aren't just "crunching numbers"; you are providing the clarity and accuracy that allows our leadership team to make informed, strategic decisions. Working directly with the CEO and Board of Directors, you will play a key role in providing financial insights that shape the company’s future. This is an ideal role for a professional who thrives in a modern, paperless environment and enjoys the fast-paced, multi-faceted nature of a growing startup.

Requirements

• 3+ years of professional experience in bookkeeping, accounting, or financial operations, ideally within a startup or professional services environment.
• Extensive experience with QuickBooks Online is a must. You should be comfortable navigating advanced features and integrations.
• Experience with multi-state payroll and tax registration is highly preferred, given our distributed workforce.
• Proficiency with modern financial tech stacks (e.g., Bill.com, Expensify, Gusto, or similar platforms).
• Advanced Excel skills (XLOOKUPs, Pivot Tables) and a high level of comfort with digital data management and spreadsheet-based tracking.
• Exceptional attention to detail; you are the type of person who spots a $0.01 discrepancy and won't rest until it's resolved.
• Strong communication skills and the ability to explain financial data and compliance requirements to leadership and Board members.
• Bachelor’s degree in Accounting, Finance, Business, or a related field is preferred.

Responsibilities

• Full-Cycle Bookkeeping: Manage all day-to-day accounting functions, including Accounts Payable, Accounts Receivable, and general ledger maintenance using QuickBooks Online.
• Strategic Financial Partnership: Collaborate directly with the CEO and Board of Directors to provide real-time financial insights, trend analysis, and strategic data to support growth and long-term planning.
• Reconciliations: Perform monthly bank and credit card reconciliations with high attention to detail to ensure 100% accuracy.
• Payroll & Multi-State Tax Management: Coordinate payroll processing and manage employee expense reimbursements. Critically, you will manage payroll tax registrations and compliance in various states and municipalities as our team grows across the country.
• Regulatory & Compliance Management: Act as the point of contact for all regulatory and compliance requests. This includes managing business licensing, corporate registrations, maintaining company ownership records, and ensuring we meet all state and local filing requirements.
• Financial Reporting: Prepare monthly financial statements (P&L, Balance Sheet, Cash Flow) and provide insights on budget vs. actuals to leadership and the Board.
• Administrative & Office Oversight: Manage all incoming business mail, including processing, digital filing, and ensuring time-sensitive documents are routed to the appropriate team members.
• Process Optimization: Leverage our internal tools and modern accounting software to automate manual workflows and improve financial efficiency.
• Audit Support: Maintain a clean and organized digital filing system to support year-end reviews or audits.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level