Finance Operations Lead jobs in United States
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Clipboard · 1 month ago

Finance Operations Lead

Clipboard is a fast-growing Series C marketplace focused on improving lives by connecting professionals with on-demand shifts. The Finance Operations Lead will take ownership of mapping and analyzing finance-related workflows to enhance financial accuracy and transparency within the organization.

Health CareMarketplaceMedical
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Growth Opportunities

Responsibilities

Own the full end-to-end mapping of every finance-related process across the company, capturing each step, data transfer, dependency, handoff, and control point with exceptional granularity
Analyze how each workflow, input, and operational decision impacts financial reporting, forecasting, reconciliation, and downstream accuracy
Identify inefficiencies, risks, control gaps, and inconsistencies across the full process lifecycle and provide structured, data-backed recommendations
Partner closely with Finance, Operations, Engineering, and other teams to align upstream and downstream processes and resolve points of friction or ambiguity
Build detailed documentation, process models, and operational frameworks that bring clarity and visibility to how financial information flows through the organization
Support Finance leadership with deep-dive investigations, root-cause analyses, and redesign efforts for high-impact or complex workflows
Work independently on complex operational problems, ensuring all conclusions and documentation meet a high standard of detail, accuracy, and precision

Qualification

Financial analysisProcess mappingSQL proficiencyFinancial systems knowledgeAnalytical problem-solvingCross-functional collaborationDocumentation skillsAttention to detail

Required

Minimum of four years of experience in strategic finance, financial operations, management consulting, or similar analytical roles
Strong foundation in financial analysis, including forecasting, budgeting, variance analysis, and cost structure assessment
Proven ability to map end-to-end financial processes with precision, including data flows, system touchpoints, and control points
Proficiency in SQL, with the ability to extract, interrogate, and validate financial and operational data sets
Experience working closely with Finance teams and familiarity with financial systems, ERP workflows, and operational drivers of financial statements
Ability to independently structure complex problems, synthesize data, and surface insights with clarity and accuracy
Comfort operating in fast-paced, systems-heavy, or complex business environments

Preferred

marketplace or high-growth experience is a plus

Company

Clipboard

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Clipboard connects healthcare facilities and schools with local professionals who can work unfilled shifts.

Funding

Current Stage
Late Stage
Total Funding
$94.12M
Key Investors
Sequoia CapitalIVP
2022-02-01Series C· $30M
2021-03-01Series B· $50M
2019-09-11Series A· $11.9M

Leadership Team

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Wei Deng
CEO & Founder
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Michael Cook
Engineering Leader
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Company data provided by crunchbase