Chief of Staff

• Own AP/AR and client billing across Stripe, Ramp, QuickBooks, and Excel
• Reconcile client usage reports (from internal dashboards) into accurate invoices
• Manage client billing systems (Bill.com, Coupa, Tipalti) to ensure timely payments
• Partner with our CFO to support month-end close and financial reporting
• Build scalable processes for billing, commissions, and reconciliations from the ground up
• Manage vendor relationships across office, IT, finance systems, and SaaS tools
• Handle insurance renewals, state tax compliance, and contracts with support from leadership
• Create and document repeatable processes across reporting, compliance, and vendor management
• Own employee onboarding end-to-end: set up payroll and benefits in Justworks, provision laptops, and ensure access to Gmail, Slack, Zoom, and other core tools
• Manage benefits administration, compliance tasks, and employee records
• Handle light office management needs (supplies, hardware, IT coordination, office services and supplies)

Chief of Staff

Senior Director, Partnership Operations – Chief of Staff

Chief of Staff

Senior Manager, Chief of Staff – Bank Tech

Chief of Staff

Chief of Staff