Financial Planning and Analysis

• Own end-to-end AR process: tracking, client follow-ups, coordination collections, dispute resolution, and reporting
• Maintain AR accuracy within 2–3 day windows through daily reconciliation
• Manage bi-weekly AR reporting combining QuickBooks and Salesforce data
• Coordinate with external bookkeeping service on payment application and process improvements
• Investigate payment discrepancies and misapplications proactively
• Maintain automated client payment reminders
• Reduce manual data merging by championing system integrations
• Calculate and process monthly sales commissions with accuracy and timeliness
• Manage commission calculations including chargebacks, true-ups, and manual adjustments
• Maintain/improve individual commission statements for distribution to sales team
• Maintain commission spreadsheets and evolve toward automated reporting
• Handle special commission structures (reseller partners, account-specific rates, team vs. individual performance etc.)
• Serve as primary owner of credit platform and credit approval workflow
• Manage pre-launch credit checks for new clients and establish approval thresholds
• Enforce credit and payment policies impartially—acting as neutral "middle man" to protect company interests without damaging sales/client relationships
• Define and implement payment policy triggers (e.g., campaigns cannot launch for clients X days overdue)
• Coordinate with collections agencies when necessary (facilitated through credit platform)
• Monitor client payment trends and proactively flag risk accounts
• Maintain full visibility across financial systems
• Document and refine financial processes for scalability
• Identify opportunities to bring external vendor functions in-house
• Champion automation initiatives to eliminate manual reporting
• Own and manage ATS (Applicant Tracking System) for all hiring needs
• Coordinate with recruiters and hiring managers on job descriptions, interview processes, and offer letters
• Manage candidate pipeline and ensure timely communication
• Track hiring metrics and report on recruitment health
• Coordinate with external People Ops/payroll services
• Serve as internal point of contact for benefits, payroll, and compliance questions
• Maintain employee records and ensure data accuracy across systems

Director, Finance – People Ops

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About the role

Requirements

Applicant Tracking System Keywords

Hard skills

Soft skills

Certifications