Strategic Finance Manager
Spellbook
Financial Operations Specialist
Toptal
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇨🇦 Canada
Visit company websiteJob Level
Mid-LevelSenior
About the role
- In this role, it is crucial to continuously remain professional in your communication, whether working with internal teams or clients.
- Your ability to remain organized will be evident as you see tasks through from start to finish with efficiency and quality.
- You will use the internal tools and payment applications available to you to complete daily tasks and continuously look for ways to better leverage resources and creatively resolve issues.
- You will assist with financial reconciliations, document control, and other basic accounting and clerical functions to support the overall business.
- You will drive continuous improvement of financial operational processes to enhance scalability and efficiency, while ensuring solutions are designed with both internal and external clients at the center.
- Your team, clients, and sales partners will know they can always count on you to provide exceptional service and uphold the Toptal reputation.
- In the first week, expect to onboard and integrate into Toptal and gain a deep understanding of the processes and procedures for the Finance team related to client billing, payment application, reconciliation, and new business development.
- In the first month, expect to master the daily operational tasks for client invoicing and posting payments from clients, and provide client support regarding billing, payments, and payment methods.
- In the first three months, expect to work seamlessly with both sales and internal teams to provide support with disputes, payment issues, and all other financial account inquiries while exercising discretion and independent judgment.
- In the first six months, expect to identify and analyze trends, patterns, and system issues to support process improvements, propose solutions to improve output and client experience related to billing processes, and create processes for new lines of business.
- In the first year, expect to take ownership of specific processes, including Key Performance Indicators, continuous improvement, and strategies to increase their effectiveness; be seen as an expert with the ability to train others on how to provide world-class customer service at Toptal.
Requirements
- Bachelor’s degree is required.
- 3+ years of previous work experience with finance or accounting responsibilities (accounts receivable, reconciliation, payment processing, purchase orders, etc.).
- Experience with accounting systems, such as but not limited to QuickBooks.
- Strong analytical skills, with proficiency in Google Sheets/Excel to analyze data, identify trends, and make recommendations.
- Highly organized with meticulous attention to detail.
- Demonstrated experience providing elite customer service and a positive can-do attitude.
- Able to create, improve, and manage process documentation to support efficiency and alignment.
- Experience with and passion for working with a technology organization preferred.
- Experience working 100% remotely is preferred.
- Outstanding written and verbal communication skills.
- Ability to work in a fast-paced, rapidly growing company and handle a wide variety of challenges, deadlines, and a diverse array of contacts.
- You must be a world-class individual contributor to thrive at Toptal. You will not be here just to tell other people what to do.
Benefits
- This is a remote position. We do not offer visa sponsorship or assistance.
- Resumes and communication must be submitted in English.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial reconciliationdocument controlaccounts receivablepayment processingpurchase ordersdata analysisprocess documentationKey Performance Indicatorscontinuous improvementcustomer service
Soft skills
professional communicationorganizational skillsattention to detailanalytical skillspositive attitudediscretionindependent judgmentability to handle challengesteam collaborationtraining others
Certifications
Bachelor's degree
