LoanBud · 2 months ago
Finance Operations Manager
New York, NY
Full-time
Onsite
Mid, Senior Level
$80K/yr - $110K/yr
4+ years expLoanBud is a rapidly expanding fintech focused on supporting small businesses through innovative financing solutions. They are seeking a hands-on Finance Operations Manager to own day-to-day finance operations, manage accounts receivable/payable, and improve financial processes using various tools. The role involves working closely with leadership to ensure accurate revenue and payout flows.
Financial ServicesInformation Technology
Responsibilities
Own invoicing and collections for lenders/partners/borrowers as applicable
Maintain AR aging and DSO targets; send statements and follow-ups
Tie invoices back to deal data, closing reports, and lender statements
Manage vendor onboarding, bill entry/coding, approval workflows, and payment runs
Reconcile credit cards/expense platforms (Ramp/Bill.com) and maintain vendor files (W-9s, 1099 support)
Implement and enforce spend/approval policies
Own the full commissions/payouts cycle for LOs, referral partners, and channel partners
Build and maintain standardized compensation/commission models in Excel/Sheets
Reconcile payouts against lender reports and internal CRM data; resolve discrepancies
Create auditable documentation for each cycle
Maintain and improve integrations between QBO, bill-pay/expense tools, payroll, and CRM
Design and implement automations (Zapier/Make/AI) to reduce manual data entry and improve accuracy
Evaluate new tools to streamline document intake (W-9s, ACH, partner onboarding packs)
Support monthly close (AR/AP reconciliations, accruals, commission entries)
Produce operational finance reports for leadership (AR aging, payout summaries, per-lender economics)
Help standardize dashboards for loan volume, revenue, and partner performance
Work with Partnerships to set up new partners in finance systems, configure payouts, and capture tax/banking info
Keep SOPs, templates, and checklists current so onboarding is consistent and fast
Document all recurring finance processes in a central location (Notion/Drive)
Enforce approval thresholds and separation of duties appropriate for a lending/financial services environment
Protect sensitive financial and borrower data; follow confidentiality and InfoSec guidelines
Qualification
Required
4–7 years of experience in finance operations, revenue operations, or accounting operations (fintech, lending, brokerage, or financial services a plus)
Strong working knowledge of QuickBooks Online (Advanced preferred) plus bill-pay/expense platforms (Bill.com, Ramp, or similar)
Proven experience building repeatable processes for AR/AP, commissions, and payouts
Comfort working across multiple systems (CRM, payroll, accounting) and reconciling differences
Hands-on ability with Excel/Google Sheets (VLOOKUP/XLOOKUP, pivots, data cleanup)
Interest in and exposure to automation/AI — Zapier/Make, AI doc extraction, or similar
Excellent organization, follow-through, and communication with internal and external stakeholders
Preferred
Experience with SBA/mortgage/commercial lending flows
Experience building dashboards (Looker Studio/Data Studio)
Payroll experience (Gusto/ADP) and basic HRIS integrations
Benefits
Comprehensive health, dental, and vision insurance.
Generous paid time off to support work-life balance.
Competitive 401(k) plan with company matching.
Company
LoanBud
LoanBud simplifies SBA lending so entrepreneurs can easily access capital to grow, start, or acquire a business.
11-50 employees
Funding
Current Stage
Early StageRecent News
2026-01-22
2025-12-09
Company data provided by crunchbase