• Own day-to-day bookkeeping in QuickBooks Online, including categorization, reconciliations, and chart-of-accounts hygiene
• Run or support month-end close, including accruals, prepaids, and account reconciliations
• Keep financial records accurate, organized, and audit-ready
• Maintain the chart of accounts, classes, and departments so reporting stays meaningful as we grow
• Coordinate with external accounting, bookkeeping, and tax partners
Invoicing and accounts receivable
• Own customer invoicing end to end, including recurring, milestone, and usage-based billing
• Ensure invoices are accurate, properly coded, and issued on schedule
• Track receivables, follow up on outstanding balances, and manage collections
• Resolve billing questions and discrepancies with customers and internal stakeholders
• Partner with Sales and Customer Success so contract terms flow correctly into billing
Accounts payable, corporate cards, and spend management
• Administer Brex: card issuance, spend limits, approval flows, receipt compliance, and reporting
• Review vendor bills for accuracy, proper approval, and correct coding
• Manage payment runs, track payment status, and resolve vendor discrepancies
• Own vendor onboarding, renewals, purchasing workflows, and contract records
• Maintain visibility into software subscriptions and other recurring commitments, and identify savings opportunities
• Evaluate vendors and negotiate commercial terms
• Partner with budget owners to ensure purchases are appropriate, approved, and within budget
Personnel expense and payroll operations
• Own employee expense management: policy, submission workflows, review, and reimbursement
• Support payroll processing in Rippling, including off-cycle runs, and ensure accurate GL mapping into QuickBooks
• Maintain employee records and support onboarding, offboarding, and benefits administration workflows
• Serve as the first point of contact for employee questions on expenses, reimbursements, and payroll
• Partner with People and leadership so compensation changes flow correctly into payroll and the books
• Handle confidential compensation and employee data with consistently sound judgment
Insurance and business administration
• Own company business insurance: renewals, broker relationships, coverage reviews, and certificate-of-insurance requests
• Ensure coverage keeps pace with headcount, customer contracts, and our risk profile
• Maintain corporate records, state registrations, and business licenses
• Support customer and partner requests for insurance, tax, and compliance documentation
Building the operations function
• Identify manual or inefficient processes and replace them with better systems and controls
• Document financial and operational policies, approval thresholds, and operating procedures
• Help select and implement finance and operations tools as the company grows
• Take ownership of new operational priorities as they arise