Financial Operations Lead

Self Bill Pro • Ambler, PA

2d • Remote

About The Position

Self Bill Pro is a rapidly growing startup dedicated to solving one of the most persistent challenges in the employee benefits ecosystem: the complexity of monthly benefits billing. We provide a tech-enabled service where our dedicated team leverages proprietary software to eliminate the administrative burdens of manual invoice audits and costly billing errors. Our mission is to streamline this critical operation, freeing up employers, brokers, and carriers to focus on their strategic priorities.

A Note on Location and Flexibility
While Self Bill Pro operates as a remote-first company, this role will work in close partnership with our leadership team based in Ambler, PA. For this reason, we are seeking a candidate in the greater Philadelphia area. The role will be primarily remote, but we encourage occasional in-person collaboration at our Ambler office. We offer significant flexibility in balancing remote and in-office time to foster a productive and connected working relationship.

About The Role
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.

Benefits

• At Self Bill Pro, you’ll join a collaborative and ambitious team dedicated to transforming outdated processes through smart, scalable technology.
• If you are a highly motivated individual with a passion for technology and a desire to make a difference in the employee benefits landscape, we encourage you to apply!

What This Job Offers

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