Financial Operations Lead

Fora•New York City, NY

6d•$95 - $130•Onsite

About The Position

Fora is seeking a Financial Operations Lead to help build and scale the operational systems that ensure advisor payouts are accurate, timely, and trusted. This role owns some of the most complex workflows within Financial Operations and operates at the intersection of ops and product execution. A core area of ownership will be variance operations: an operationally intensive layer of advisor payouts, where discrepancies between expected and actual partner payments are resolved and increasingly prevented through automation and better controls to ensure timely and accurate commission payouts. Reporting to the Financial Operations Senior Manager, you’ll work cross-functionally with Product, Engineering, and Accounts Receivable, guide an offshore team, and contribute to broader Financial Ops initiatives as the function scales.

Requirements

3–5 years of experience in management consulting or in an operations role at a high-growth startup
Experience building, implementing, and improving operational processes
Strong analytical and data-oriented skill set, with experience using metrics to drive decisions
Demonstrated ability to operate independently and take ownership in ambiguous environments
Strong problem-solving, prioritization, and decision-making skills
Clear verbal communication skills and comfort working cross-functionally
Highly organized, resourceful, and metrics-driven working style
Able to work in the U.S. and currently based in NYC or willing to relocate

Nice To Haves

Finance background or experience working on financial or accounting-related operations
Experience working with offshore teams
Project management experience
Experience creating and maintaining SOPs
AI-first or automation-oriented operational mindset

Responsibilities

Own and operate critical Financial Operations workflows that directly impact advisor payout accuracy and timeliness, with primary ownership over variance operations
Design and manage the end-to-end variance resolution system, including prioritization, routing, escalation, and resolution
Build, document, and continuously improve SOPs across variance and adjacent Financial Ops processes to increase accuracy, efficiency, and scalability
Partner with Product and Engineering to automate variance workflows and reduce manual operational effort over time
Use variance insights to improve upstream booking ingestion by tightening logging requirements, partner mapping, and validation systems.
Work closely with Accounts Receivable to streamline cross-team workflows and handoffs for faster issue resolution
Act as a day-to-day operational partner to Product, Engineering on payout-related tooling.
Define, track, and analyze operational KPIs related to variance
Balance short-term fixes with long-term system improvements to drive sustainable operational scale