Open Opportunity

Finance and Operations Manager

USA, State agnostic/Remote

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Positions available with a well funded rapidly growing start-up in FinTech / Finance Industry.  Revenues increasing at about 30% per month.

Responsibilities:

While the emphasis of this role is finance and customer transaction processing/support, it includes responsibilities for managing a breadth of staff functions and requires an individual who is both strategic and tactical.

Reporting to the CEO and serving as an integral member of the senior management team in the USA, the manager of Finance and Operations will be responsible for the development and processes of our client transactions and intercompany finance processes and to align with the financial management strategy and contribute to the development of the organization’s strategic goals. In addition to the strategic components, the manager will be charged with developing and implementing more sophisticated policies and procedures both in the finance and general operational realms. This is an outstanding opportunity for a finance executive with operational experience and a proven track record of creative problem-solving and change management to join in a high-growth, mission-driven organization.

  • Advise the CEO and other key members of senior management on financial planning budgeting, cash flow, investment priorities, and policy matters.
  • Support and manage the success of customer transactions and the processing of their invoices to ensure all their accounts and payments are organized and managed at the most efficient standard.
  • Serve as the management liaison to the board and audit committee; effectively communicate and present critical financial matters at select board of directors and committee meetings.
  • Contribute to the development of our strategic finance goals and objectives as well as the overall management of the organization.
  • Maintain continuous lines of communication, keeping the president informed of all critical issues.
  • Represent the organization externally, as necessary, particularly in banking and lease negotiations.
  • Prepare reports on account status and CRM track
  • Establish and monitor staff performance and development goals, assign accountabilities, set objectives, establish priorities, conduct annual performance appraisals, and administer salary adjustments.
  • Mentor and develop staff using a supportive and collaborative approach: assign accountabilities; set objectives; establish priorities; and monitor and evaluate results.

Requirements:

  • Demonstrable ability to communicate, present and influence key stakeholders at all levels of an organization, including executive and C-level
  • Strong verbal and written communication skills • Formal Sales training or degree in Business in relevant field
  • Conduct research to identify sales, and engage
  • Solicit new opportunities through cold calling, networking and warm leads
  • Meeting with potential clients & nurture pipeline
  • Identify potential customers and set approach strategies
  • Act as the liaison between clients and the accounts team
  • Participate on in exhibitions or conferences
  • Negotiate/close deals and objection handle
  • Assist the CEO (when needed and requested for finance and customer support)

Qualifications:

  • Act as the liaison between clients and the accounts team
  • A flexible, creative, entrepreneurial spirit and a demonstrated passion for the mission, vision and values
  • Exceptional written and oral communication skills
  • Strong analytical and organizational skills
  • A minimum of five years of experience with finance administration management, including bookkeeping, financial reporting, lending, payroll, etc.
  • Bachelor’s degree in business, accounting or administrative related field
  • Proven organizational and project management skills
  • Ability to employ flexibility and creativity in the face of ambiguity and challenge

You will:

  • Upgrade and implement an appropriate system of policies, internal controls, accounting standards, and procedures.
  • Plan, coordinate, and execute the annual budget process.
  • Plan, coordinate, and execute the necessary customer transactions and loan tape.
  • Ensure that the company is adhering to the financial strategic plan, delivering status reports to the board.
  • Improve administrative and operational accounting services such as treasury management, loan tapes, grants payment processing, payroll, accounts payable, and purchasing.

Key Performance Indicators:

  • Less than 2.5% error rate with all customer processes.
  • Customer reviews of no less than 95%.
  • Processing all incoming transactions within a 12-hour cycle from inception to recovery of funds.