Senior Associate, Financial Operations

The Role

LeafLink is seeking a Financial Operations Analyst to join our fast-growing finance team. In this role, you will support the financial operations of a wide variety of LeafLink Products. This role will allow you to build, implement, and execute financial operations objectives related to client billing & collections, capital & liquidity planning, and revenue reporting. This role is highly collaborative with internal and external parties and requires strong organizational skills, attention to detail, and an understanding of all product offerings and platform features on LeafLink with a focus on our financial services solutions and systems. This role will require you to interface directly with our LeafLink sales, data, product, and engineering teams, as well as our external clients at times. You need to be a self-starter who is comfortable operating in a constantly changing environment, enjoys a very fast pace, and can manage multiple work streams to meet deadlines.

What You’ll be Doing

• Perform routine daily operations for LeafLink billing, including transaction identification, confirmation, collection, and processing.
• Support the Director of Financial Operations by taking primary responsibility for the overall maintenance, reconciliation, and reporting of LeafLink revenue and billing source data
• Build new processes and enhance existing processes by working with the Finance Operations team to automate and scale LeafLink’s servicing operations
• Build strong working relationships with LeafLink billing and banking business partners and servicers
• Prepare monthly reconciliations for multiple business lines
• Monitor, measure, and report on LeafLink billing & collection of key objectives and results
• Perform transaction research and report on key objectives and transactions
• Write and maintain standard operating procedures for the Operations function
• Provide information to management by assembling and summarizing data, preparing reports and presentations of findings and results

Who You Are

• Ability to thrive in a fast-paced, high-growth, rapidly changing environment that requires tenacity to exploit opportunities and a steady demeanor to handle challenges
• You are self-motivated and passionate about FinTech and/or Cannabis with a strong drive for continuous learning
• You are relentlessly self-improving and accountable for your performance
• You work well independently as well as with other members of the team, both in person and remotely, with an ability to conduct research, data analysis and solve challenging problems
• You have excellent presentation and communication skills, are outgoing and sociable, and enjoy meeting new people
• You are responsible for multiple work streams and know key project management concepts including phases, plans, deliverables, scope, and tasks
• You have excellent verbal and written communication skills and deliver timely, thoughtful updates to management with a well-reasoned point of view

What You’ll Bring to the Team

• 3-4 years of experience in a finance or billing operations role working with middle-market or enterprise-level companies
• 2+ years working within the financial services industry. Experience working in the FinTech industry is a plus
• Strong analytical and communication skills (quantitative and qualitative)
• CRM & ERP system expertise, Advanced Google Suite and Microsoft Office skills, particularly Google Sheets/MS Excel
• Ability to switch between complex and routine tasks when necessary, working cross-functionally across multiple lines of business
• Bachelor’s degree in Finance or Accounting preferred

LeafLink Perks & Benefits

• Flexible PTO - you’re going to be working hard so enjoy time off with no cap!
• A robust stock option plan to give our employees a direct stake in LeafLink’s success
• 5 Days of Volunteer Time Off (VTO) - giving back is important to us and we want our employees to prioritize cultivating a better community
• Competitive compensation and 401k match
• Comprehensive health coverage (medical, dental, vision)
• Commuter Benefits through our Flexible Spending Account

LeafLink’s employee-centric culture has earned us a coveted spot on BuiltInNYC’s Best Places to Work for in 2021 list. Learn more about LeafLink’s history and the path to our First Billion in Wholesale Cannabis Orders here.