Finance & Business Operations Lead

About the Company:Stagen Leadership Academy partners with purpose-driven organizations to build leadership capacity that compounds over time. Since 1999, we have helped owners with indefinite-term time horizons increase their organizations' performance through continuous development. Our approach is rooted in awareness, choice, and responsibility, equipping leaders to fulfill their potential and create lasting impact. Through deep partnerships and structured programs, we help organizations develop leaders who think beyond the short term and act with wisdom, compassion, and courage.Position Summary:Stagen Leadership Academy is looking for a Finance & Business Operations Lead to join our dynamic and growing team. The Finance & Business Operations Lead will be responsible for supporting financial accounting, accounts receivable, accounts payable, and overall financial operations to ensure accuracy, compliance, and efficiency. This role will serve as the liaison with our outsourced accounting team, manage invoicing and expense approvals, and support budgeting, forecasting, and revenue cycle management. Additionally, the Finance & Business Operations Lead will track key financial metrics, analyze operational costs, and implement process improvements to enhance profitability. The ideal candidate will have strong attention to detail, excellent problem-solving skills, and experience working in a fast-paced environment. This role requires proficiency in financial software, including Salesforce and QuickBooks Online (QBO), and the ability to balance financial oversight with effective stakeholder communication. This position reports directly to the Manager of Business Operations, Sarah Windham.Responsibilities:Financial AccountingServe as the liaison with the outsourced accounting team, ensuring clear and efficient communication.Prepare accurate and timely monthly financial reports by conducting thorough audits of financial transactions, identifying discrepancies, and ensuring adherence to internal controls and best practices.Oversee the invoicing process to ensure accuracy, timeliness, and compliance with contractual terms. Collaborate with the enrollment team to facilitate contractor and client payment arrangements while working with delivery management to oversee all Delivery Work Orders (DWOs) across programs.Perform year-end reconciliations and complete all tasks on the annual checklist to ensure compliance and accuracy in financial reporting.Define and track key financial metrics, ensuring leadership has accurate, data-driven insights to guide business decisions.Analyze operational expenses to identify cost-saving opportunities and enhance profitability through strategic resource management.Work closely with external accounting teams to improve inventory tracking systems. Coordinate with Program Management to maintain accurate inventory records and ensure timely reporting to third-party accounting teams.Supervise the approval and coding of employee and contractor expenses, ensuring compliance with company policies and accounting standards.Monitor billable expenses, ensuring proper documentation and timely invoicing to clients for reimbursement.Maintain positive relationships with key financial institutions and stakeholders.Lead and support revenue cycle management, budgeting, forecasting, and month-end closing activities.Accounts ReceivableOversee accounts receivable, generate weekly reports, and coordinate collection efforts to optimize cash flow.Assist with invoicing, ensuring accuracy and timeliness.Coordinate with the team to establish suitable payment arrangements for client invoices.Generate and review weekly accounts receivable reports with the Business Operations Manager.Support collection efforts by following up on outstanding payments and providing updates to the Business Operations Manager.Collect and deposit checks weekly to ensure accurate and timely processing.Produce a total collections report for the Business Operations Manager.Submit invoice requests to the outsourced accounting team for one-off requests and billable expenses.Accounts PayableManage accounts payable processes, including vendor payments, invoicing, and reconciliation, fostering strong vendor relationships and maintaining financial stability.Oversee the approval and coding of employee and contractor expenses, ensuring compliance with company policies and accounting standards.Assist with DWO processes in Salesforce and collaborate with Delivery to manage contractor payments.Enter contractor expenses into Salesforce.Generate billable expense reports for the Business Operations Manager's review.Assist with vendor payments and accounts payable processing.Review and monitor the Revenue Schedule report, ensuring accurate revenue scheduling within opportunities.Financial OperationsPrepare company payroll and submit benefit deductions to providers.Generate and review contractor payment reports for the Business Operations Manager before submitting payments.Analyze stage management reports and provide updates to the Business Operations Manager.Participate or lead initiatives to integrate and optimize financial systems (e.g., Salesforce, QuickBooks Online, expense management tools) to improve efficiency and reduce manual effort.Evaluate and implement automation solutions for invoicing, expense reporting, and revenue tracking.Collaborate with internal teams and external vendors to improve financial workflows, ensuring scalability as the company grows.Support the Business Operations Manager on initiatives and special projects.Attend regular meetings and one-on-one sessions.Required Qualifications:Bachelor's degree in finance or accounting or a related fieldStrong attention to detail and follow-through.Advanced proficiency in MS Office Suite, Salesforce, and QuickBooks Online.Experience managing financial processes such as accounts receivable, accounts payable, budgeting, and forecasting in a high-growth or process-oriented environment.Ability to identify inefficiencies in financial operations and implement technology-driven solutions to improve accuracy and efficiency.Strong analytical and problem-solving skills with the ability to translate data into actionable insights.Ability to balance financial oversight with process optimization and stakeholder communication.Exceptional communication skills (verbal, written, and presentation).Preferred Qualifications:Five years of progressive experience in accounting or financial operations, ideally in a scaling small-to-mid-sized business.Experience leading financial system implementations or process automation initiatives (e.g., integrating accounting software, automating invoicing and expense tracking, and improving financial reporting workflows).Familiarity with financial technology solutions such as workflow automation tools (e.g., , Expensify, Zapier, or other relevant financial technologies).Experience working with outsourced accounting teams, ensuring compliance and process efficiency.Understanding of tax and revenue cycle management, with the ability to apply best practices to optimize cash flow.Experience in professional services is a plus.Disclaimer: Stagen Leadership Academy is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act) with respect to employment opportunities.

Created: 2025-03-06