Goalbook

Financial Planning and Analysis

• Execute and manage day-to-day financial transactions, including accounts payable, accounts receivable, collections, and expense reimbursements.
• Support HR operations including HR systems and data management, on-boarding and off-boarding procedures, IT support, and executing company-wide policies.
• Collaborate with vendors to resolve payment discrepancies and ensure timely processing of invoices.
• Identify areas for process improvement and efficiency. Build relationships of trust with members across teams.

Operations – Finance and HR

Operations

• Review incoming customer and vendor legal contracts, and ensure contracts move forward efficiently.
• Navigate and execute on state, local, and district compliance requirements.
• Provide onboarding, travel and IT support to team members, and reconcile travel and business expenses monthly.
• Coordinate logistics and operations for conferences and events including vendor management, scheduling, on-site support, hotel room blocks, dinner reservations, and transportation.
• Regular commute to a local office is required (up to three days each week) to support essential physical operations. This includes maintaining swag inventory, collecting mail, and packing and preparing shipments.
• Limited travel is required, including for onboarding, professional development, and team events.

Operations – Office & Contracts

People Operations

• Support managers in navigating performance, feedback, and team dynamics
• Serve as a first point of contact for employee concerns and sensitive situations
• Own and run core people systems like performance cycles and engagement follow-through
• Coach and advise managers
• Support employees through key moments and decisions
• Ensure policies are applied clearly, consistently, and fairly
• Drive execution of performance review cycles
• Track progress, ensure completion, and maintain calibration documentation
• Partner closely with our HR Operations team.

Operations – Finance and HR

Operations – Office & Contracts

People Experience Partner – HRBP