Financial Operations Manager
About The Position
Lightspeed DMS is seeking a Financial Operations Manager to lead its billing, accounts payable, and procurement functions. The role owns and continuously improves end-to-end billing and procure-to-pay operations, managing the people, systems, and processes that ensure customers are billed accurately and on time according to their contracts and vendors are paid accurately and on time according to company policy. The manager will work across NetSuite, ZoneBilling, Avalara, and Ramp, bringing financial operations rigor and meaningful fluency with AI, LLMs, and automation tools. This is a hands-on opportunity to build and scale quote-to-cash and procure-to-pay functions in a high-growth, private-equity-owned SaaS company. The position oversees monthly invoicing, billing controls and reconciliations, credit memos and rebills, collections coordination, tax configuration, billing remediation, accounts payable and disbursements, corporate card and spend programs, and procurement policies and workflows. It also leads and develops the team, reduces manual work through automation and standardized procedures, and establishes and reports financial operations KPIs. The position is remote, with a posted salary range of $80,000–$105,000 USD. Applicants must be authorized to work in the U.S.
Requirements
- At least 5 years of progressive experience across billing, accounts payable, procurement, and/or revenue operations; SaaS experience is considered ideal.
- Hands-on proficiency with ZoneBilling, NetSuite, Avalara, and Ramp.
- Native or advanced proficiency with AI tools and LLMs, such as Claude, Claude Cowork, Claude Code, or equivalent, applied meaningfully to real financial operational situations.
- Ability to work effectively alongside AI, evaluate its output critically, and build reliable processes around it.
- Demonstrated experience building scalable controls, validation routines, and documented procedures.
- Excellent stakeholder management and communication skills.
- Strong analytical and problem-solving abilities.
- High accuracy and attention to detail, with judgment to prioritize under volume and deadline pressure.
- Applicants must be authorized to work in the U.S.
Nice To Haves
- Bachelor’s degree in Accounting, Finance, or a related field preferred.
- Experience in a SaaS business.
- Intellectual curiosity, willingness to challenge assumptions, and active pursuit of better ways to work.
- Solutions-oriented, process-focused builder’s mindset and interest in using AI and automation tools to improve operations.
Responsibilities
- Oversee end-to-end monthly invoicing processes in ZoneBilling and NetSuite.
- Review pre-billing validation controls that reconcile Salesforce contract and order data to ZoneBilling subscriptions.
- Review post-run reconciliations and exceptions, ensuring invoice counts and amounts meet expectations and anomalies are identified and resolved.
- Oversee credit memo and rebill processes, ensuring adjustments are accurate, approved, documented, and investigated for root causes.
- Coordinate with Billing, Cash Application, and Collections to support clean application and aging integrity.
- Partner with the Tax Team on invoice and system configuration with the Avalara Tax calculator.
- Lead billing remediation projects and maintain a Billing Incident Response Playbook.
- Serve as the escalation point for complex or sensitive customer billing disputes.
- Oversee the accounts payable cycle and establish and enforce controls for vendor master data, banking details, and W-9/1099s.
- Oversee ACH and electronic transfers, wires, and other disbursements to ensure secure, accurate, and timely execution.
- Oversee corporate card and spend programs in Ramp.
- Refine procurement and procure-to-pay strategies, policies, and workflows to improve efficiency and internal controls.
- Ensure compliance with company procurement policies and procedures.
- Identify and eliminate manual touchpoints across quote-to-cash and procure-to-pay processes using automation, reporting, and standardized procedures.
- Lead, mentor, and develop the team, fostering accuracy, accountability, and continuous improvement.
- Establish and report on financial operations KPIs.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
