Financial Planning and Analysis

• Take full ownership of the end-to-end invoicing process: creating, sending, following up, reconciliation, and payment tracking.
• Improve and automate current invoicing workflows (currently manual and needs optimization).
• Manage contractor and team payments and transition the business from manual one-by-one payments to a bulk payment system.
• Oversee client agreements (pre-sourcing agreements, service agreements), ensuring they are sent, tracked, and followed up properly.
• Ensure Sales and Operations teams remain accountable for their clients’ payments and agreements.
• Organize all invoices and financial documents in Google Drive for the external accounting team.
• Research new banking, payment, and crypto payment options.
• Coordinate with FX providers to reduce conversion fees across multiple currencies.
• Assist in optimizing treasury and payment structures to improve profitability.
• Evaluate, implement, and optimize financial systems (Xero, QuickBooks, Zoho, etc.).
• Build automated financial workflows, including invoicing, reminders, and collections.
• Create SOPs and standardized processes for all financial operations.
• Develop dashboards for revenue, margins, AR/AP, KPIs, and overall financial health.
• Deliver monthly financial reports (P&L, revenue, margins, AR/AP).
• Present insights such as cash flow, runway, churn, forecasting, and performance metrics.
• Assist with compliance related to international operations and global payments.
• Support payment dispute procedures and coordinate with legal partners where required.
• Conduct research on events, awards, subsidies, investments, or other related opportunities.
• Support special projects related to operational or financial optimization.

Finance Operations Manager

FP&A Specialist

Credit & Finance Advising Assistant

Financial Accountant, CPA

Financial Analyst