RevOps Financial Professional

Posted 3 Days Ago
New York, NY
90K-165K Hourly
3-5 Years Experience
Fintech • Professional Services • Software • Financial Services
The Role
Seeking a dynamic RevOps Financial Professional to oversee month-end close, revenue reconciliation, finance function building, Salesforce automation, forecasting, and collaboration with departments. Must work in New York City, transition to full-time, and have startup RevOps experience with Salesforce proficiency.
Summary Generated by Built In

Job description

Company Description:

SafeBook.ai connects top-tier financial professionals with leading companies to optimize their financial strategies. Discover more at: SafeBook.ai.

Role Description:

We are seeking a dynamic RevOps Financial Professional with a startup background to join our client’s team in person in New York City. The successful candidate can work in person in New York City, is willing to transition from part-time to full-time over six months, and has previous RevOps experience with SalesForce. This role is ideal for someone with prior experience building out the finance function from scratch at a venture-backed startup.

Responsibilities:

  • Oversee and manage month-end close and revenue reconciliation processes.
  • Build and structure the finance function from the ground up, providing clarity and organization to scattered financial data.
  • Transition accounting practices from cash to accrual basis, ensuring accurate financial reporting.
  • Implement and automate processes within Salesforce to streamline RevOps tasks.
  • Provide forecasting and financial planning to support business growth and stability.
  • Collaborate with various departments to integrate financial management with overall business strategy.

Qualifications:

  • Must be willing to work in person in New York City.
  • Must be able to move into a full-time role six months down the line.
  • Proficiency in Salesforce automating financial processes is required.
  • Experience in startup accounting and RevOps.
  • Strong background in month-end close, revenue reconciliation, and cash-to-accrual accounting transition.
  • Proven ability to build and structure finance functions with no existing framework.
  • Exceptional organizational and analytical skills, with the ability to manage scattered financial data.
  • Excellent forecasting and financial planning abilities.
  • CPA certification is a plus, but not required.
  • Strong communication skills, with the ability to work effectively in a remote, startup environment.

How to Apply:

Interested candidates should submit their applications by completing the attached Typeform: https://upkhhvo81wu.typeform.com/to/LEr6P0Hv

Follow-up steps will be communicated after application submission.

Top Skills

Salesforce
The Company
0 Employees
On-site Workplace
Year Founded: 2023

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