Cynomi

Financial Planning and Analysis

• Manage customer billing and invoicing in Maxio, including new subscriptions, renewals, upgrades, and credits, ensuring invoices are accurate and issued on time.
• Own accounts receivable collections: monitor the AR aging report, proactively call and email customers to collect overdue balances, negotiate payment timelines, and escalate issues to the Director of Finance when needed.
• Support accounts payable: process vendor invoices, manage approvals, prepare payment runs, and handle supplier queries.
• Perform day-to-day bookkeeping in Xero: bank and credit card reconciliations, journal entries, and general ledger maintenance.
• Support the month-end close process: reconciliations, accruals, prepayments, and supporting schedules.
• Keep billing and customer data consistent across Maxio, Xero, and HubSpot, flagging and resolving discrepancies.
• Respond to customer billing queries promptly and professionally, protecting both revenue and customer relationships.
• Assist with audits, VAT and tax filings, expense management, and ad hoc finance projects as directed by the Director of Finance.

Finance Operations Specialist

Full-stack Engineer

• Optimize and integrate the GTM workflows across tech stack including HubSpot, Clay, n8n, Zapier, Claude, and related data/automation/platform tools including MixPanel, Impartner and more.
• Ensure consistency of data structure, hygiene and architecture across GTM tools and systems, supporting GTM scale
• Design and implement scalable AI-driven workflows for lead enrichment, routing, scoring, and customer engagement across Marketing, SDR, Sales, and Partners.
• Build dashboards and attribution models to provide real-time visibility into pipeline health, campaign performance, and revenue impact.
• Integrate AI and automation across GTM operations to improve segmentation, personalization, and efficiency at scale.
• Partner with Demand Gen, Web, SDR, and Partner teams to operationalize campaigns and automate repeatable processes end-to-end.
• Ensure clean, synchronized data across HubSpot, Sales, and Partner systems, with a focus on data quality and governance.
• Drive CRO initiatives: design, execute, and analyze experiments to improve funnel performance and conversion rates.
• Evaluate and pilot new AI, RevOps, and automation technologies (e.g. Clay, n8n, Claude Cowork, and emerging GTM tools) to stay ahead of the curve.

Finance Operations Specialist

GTM Engineer