RevOps Financial Professional

Posted 16 Days Ago
New York, NY
90K-165K Hourly
Mid level
Fintech • Professional Services • Software • Financial Services
The Role
The RevOps Financial Professional will oversee month-end close and revenue reconciliation, structure finance functions, transition accounting practices, and automate processes within Salesforce to support financial planning and collaboration across departments.
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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