Finance & Operations Lead

Nen CreativeNew York, NY
8hRemote

About The Position

We're looking for a Finance & Operations Lead to own the financial and operational backbone of our creative agency. This role is split between two equally important sides: keeping day-to-day financial operations running smoothly (AP/AR, invoicing, payments) and building the reports, forecasts, and analysis that help us make better decisions. You'll work directly with leadership to manage cash flow, track project and team performance, and turn data into insights that drive the business forward. This is a remote role. We're currently hiring candidates based in New York City, San Francisco, or Los Angeles.

Requirements

  • 2-5 years of experience in finance, operations, or a combined role — ideally at a startup or small to mid-size company or agency
  • Comfortable in fast-paced environments
  • Strong foundation in accounting and financial analysis
  • Experience managing AP/AR and day-to-day financial operations
  • Proficiency in Google Sheets / Excel (pivot tables, lookups, financial modeling)
  • Analytical mindset — you can connect the dots between financial data, project performance, and operational decisions
  • Self-directed and proactive — you take ownership of problems, not just tasks
  • Strong English communication and attention to detail
  • Comfortable working independently in a remote environment

Responsibilities

  • Own all accounts payable and accounts receivable — making sure vendors are paid on time and client payments are collected
  • Manage invoicing and payment tracking
  • Review and reconcile expenses from Ramp and QuickBooks
  • Prepare monthly financial reports and summaries for leadership
  • Build and maintain dashboards for revenue, costs, margins, and cash flow
  • Own monthly, quarterly, and annual forecasting
  • Maintain rolling projections for revenue, expenses, and staffing needs
  • Model financial scenarios to support decision-making around hiring, pricing, and growth
  • Track project budgets, profitability, and forecasted vs actual performance
  • Monitor team utilization and project assignments to identify capacity issues
  • Analyze project and team performance data to surface quality trends — for example, identifying patterns in revision cycles, client feedback, or delivery timelines
  • Flag risks, discrepancies, or inefficiencies proactively and recommend solutions
  • Maintain accurate project and client data in Airtable and Asana
  • Refine internal tools, templates, and reporting models
  • Identify manual workflows and propose automation (formulas, scripts, Zapier)
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