Design, build, and continuously improve low-code/no-code agents and workflows that automate finance operations tasks while ensuring accuracy and auditability.
Translate ambiguous finance operations needs into structured logic, rules, and workflows, and build automation that reduces manual work while preserving controls and compliance.
Perform deep-dive analyses on operational bottlenecks, revenue forecasts, billing accuracy, and close timelines to support leadership decision-making.
You will own the Accountants Stack including accounting integrations, expense management, bill pay, invoicing, AR/AP, and financial reporting.
Build expense management, invoicing, and bill pay workflows that integrate into accounting tools without manual reconciliation.
Architect the connection between business and personal financial data to create an integrated financial life for owners and their accountants.
Flex is building the AI-native private bank for super premium, closely held business owners, re-architecting the financial system for entrepreneurs. The company has scaled from zero to nine-figure annualized revenue since September 2023, with over $100M in equity raised, and operates with a culture of speed, extreme ownership, and high bar low ego.
Maintain and support financial planning and reporting, including forecasting, budget vs. actuals, and KPI dashboards.
Partner with department leaders to provide spend visibility and decision support for leadership.
Build repeatable processes and use AI tools to improve finance workflows.
Doola simplifies business formation, payments, compliance, and taxes for entrepreneurs worldwide. It is a dynamic, fast-moving startup focused on empowering businesses of all sizes.
Design and develop AI-powered agents to automate internal workflows, operational tasks, and service delivery processes.
Architect and implement advanced ClickUp systems, including dashboards, automations, templates, and scalable project structures.
Build and optimize end-to-end automation workflows using tools such as Zapier, Make, Airtable, and API-based integrations.
Jobgether uses AI-powered matching to connect candidates to roles. They operate a fast-growing, innovation-driven digital marketing environment with a focus on cutting-edge AI tooling and automation ecosystems.
Lead operational strategy and go-to-market infrastructure for managed services, partnering across sales, delivery, and finance to build scalable service models and SLAs.
Drive process improvement by redesigning workflows, implementing AI-powered automation, and establishing KPIs that give leadership clear visibility into business health.
Own end-to-end management of critical business systems (PSA, HRIS) and financial models including LTV, CAC, and WIP tracking to support data-driven decisions.
Robots & Pencils is an applied AI engineering firm that designs and deploys AI co-workers for enterprise operations, combining deep UX expertise with senior engineering talent. Founded in 2009, the company operates across Canada, the US, Eastern Europe, and Latin America, with teams averaging 15+ years of experience and a culture that values speed, detail, and real-world impact.
Design, build, and optimize integrations, automations, and AI-driven workflows that power our enterprise data and business operations.
Develop resilient data pipelines between core platforms (Salesforce, NetSuite, Snowflake, Slack).
Implement AI-enabled capabilities that reduce manual work and accelerate insights.
Tebra is an all-in-one EHR+ platform built exclusively for independent healthcare practices. They connect EHR software, billing, automation, telehealth solution, and marketing to streamline operations and reduce burnout, serving over 42,000 private practices.
Lead the daily operations of Accounts Payable, Accounts Receivable, homeowner accounting, collections, and banking administration for HOA financial services.
Establish and monitor operational KPIs, service levels, quality standards, and customer satisfaction measures to drive continuous improvement.
Develop scalable operational processes and leverage AI and automation to improve efficiency, profitability, and customer outcomes.
Enumerate provides financial management services for Homeowners Associations (HOAs), including accounts payable, accounts receivable, and banking administration. The company focuses on delivering operational excellence and scalability through technology and automation.
Voyagu is a travel-tech company evolving Radar, their core platform, into a multi-agency SaaS system. They are a smaller company, and are looking for someone to take ownership of their financial core.
Own end-to-end financial operations including close, reporting, controls, payroll, and treasury.
Lead budgeting, forecasting, long-range planning, and SaaS metrics like ARR, churn, and LTV.
Manage finance tech stack, process improvements, and compliance across audit, tax, and sales tax.
Edisyl is a startup building scalable financial infrastructure, combining accounting and FP&A responsibilities into a single role. The company has a lean team with one internal accounting FTE and an outsourced bookkeeping firm, fostering a culture of hands-on ownership and strategic partnership.
Lead core Revenue Operations functions across Sales Operations, Client Success Operations, and Deal Desk.
Lead the design, standardization, documentation, and continuous improvement of core go-to-market processes.
Deliver accurate, timely dashboards, executive reporting, and actionable insights across sales performance, customer retention, forecast risk, conversion trends, and productivity.
SugarAI is redefining CRM for the age of AI. They are delivering on the original promise of CRM—turning fragmented customer and revenue signals into clear, prioritized action. They are a global team united by a shared commitment to impact, ownership, and continuous growth.
Work directly with leadership on the company’s highest-priority questions and initiatives, owning the core financial model and building dashboards for decision-making.
Drive board and investor reporting, design AI workflows, and partner cross-functionally to solve complex operational problems quickly.
Create structure where none exists yet, building financial infrastructure and reporting rhythms that shape the next stage of growth.
Outmarket is an AI-powered platform for commercial insurance agencies, helping them grow revenue and reduce E&O risk without adding headcount. We are a remote-first startup building for the AI era, with a culture that values high impact, autonomy, and building from scratch.
Provide operational leadership for Finance Operations functions.
Drive improvement, consistency, and excellence across Finance Operations.
Modernize initiatives, leveraging digital transformation and automation.
Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. They serve more than 4,100 school districts nationwide, are publicly traded on the New York Stock Exchange (symbol: HMN) and have more than $12 billion in assets.
Oversee vendor master data records and manage vendor onboarding in the procure-to-pay system.
Review and code invoices accurately, assist with purchase requests, and perform month-end reconciliation.
Create and maintain process documentation and respond to accounting-related queries via Slack.
Zapier builds automation tools that make work more efficient, creative, and human. It is a fast-growing, profitable, and impact-driven remote company with a focus on diversity and inclusion.
Own the Mexico financial plan, including budgeting, forecasting, and long-range planning across all business lines.
Define and track KPIs, develop reporting dashboards, and analyze portfolio and customer trends to improve unit economics.
Lead cross-functional initiatives, partner with functional leaders, and drive strategic priorities through market research and data analysis.
Tilt is a fintech company that builds mobile-first products and machine learning-powered credit models to provide fair credit access. With millions of customers worldwide and a virtual-first team across 14 countries, they are creating a new credit system that backs working people.
Own the day-to-day finance function, including close, compliance, controls, and team leadership across time zones.
Drive financial systems architecture and contribute to strategic decisions on new markets, deal structures, and capital allocation.
Lead a team of 6, building it to 8-10 over 24 months, with a focus on scalability and automation.
QSIC is a Series B SaaS + hardware company that powers in-store audio and advertising for some of the world’s largest retailers. They operate across the US, Australia, and Asia-Pacific, with a growing team and a finance function at an inflection point.
Design, build, and maintain AI-powered agents and automated workflows to streamline internal operations across departments like Support, Finance, and HR.
Integrate agents with existing tools via APIs, webhooks, and native connectors, and manage prompt engineering, LLM selection, and model configuration.
Create templates and governance frameworks for monitoring, logging, and quality assurance of all deployed agents.
CoreView is the global leader in Microsoft 365 tenant resilience, serving over 23 million users worldwide. A proud Microsoft Gold Partner, the company fosters a collaborative, innovative culture backed by world-class support.
Manage accounts payable and accounts receivable processes
Prepare and route standard forms, contracts, and operational documents
Manage software subscriptions, renewals, and vendor accounts
IV.AI is the world's smartest AI platform with a focus on enterprise, building big ML models that outperform industry standards. The company has grown fast but aims to retain the scrappy nature, with an inclusive, hardworking, and collaborative culture valuing people regardless of their background.
Manage monthly IT financial reporting and variance analysis across OpEx and CapEx.
Build financial views, dashboards, and tracking tools for IT project portfolios.
Partner with Finance, Procurement, and IT teams to ensure accurate cost allocation and reporting.
Coforge is a global IT solutions company that helps organizations drive business outcomes through digital transformation. They hire based on skills and promote an inclusive culture without discrimination.
Serve as the primary Acumatica administrator and functional expert.
Drive continuous improvement initiatives and optimize processes.
Own the operational health and governance of data flows.
Alimentiv is focused on helping patients get the medicines they need faster by optimizing clinical trials. They are a mid-sized company that values innovation and provides employees with opportunities for growth.
Partner with Marketing, Sales, Finance leaders to identify repetitive workflows for AI automation and build AI agents using no-code/low-code platforms.
Run discovery sessions to map current workflows and document pain points, owning the full delivery lifecycle from prototype to handoff.
Maintain a prioritized automation backlog and build an internal AI Agents enablement program with workshops, templates, and coaching.
Loadsmart is a growth-stage technology company valued at over $1 billion, using innovative technology to reinvent the future of freight by helping shippers, brokers, warehouses and carriers move more with less. With headquarters in Chicago and a globally distributed remote team, we attract top talent committed to driving meaningful change, seeking professionals who embody curiosity, clarity, results, commitment, and teamwork.
Build forecasts vs. actuals for real estate assets
Build and improve workflows using Claude Code
Automate recurring finance and reporting tasks
We use AI to review applications ensuring fairness and objectivity, focusing on skills, certifications, and experience. Our goal is to create a more objective, consistent, and equal opportunity hiring process for all applicants.