Consultant, Financial Operations

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Consultant, Financial Operations in the United States.

This role sits at the center of client operations, where finance, technology, and advisory services intersect. You will act as a trusted operational partner to high-growth startups and business leaders, helping them design and optimize critical back-office processes. The work spans payroll, AP/AR, benefits administration, equity workflows, and compliance, requiring both analytical rigor and strong client communication skills. You will translate complex operational challenges into structured, scalable solutions that improve accuracy, efficiency, and financial visibility. Working in a fast-paced, tech-enabled environment, you’ll collaborate closely with internal experts and external stakeholders to drive measurable improvements in financial operations. This position is ideal for someone who thrives in ambiguity, enjoys problem-solving, and is motivated by delivering high-impact operational outcomes for growing businesses.

Accountabilities:

In this role, you will serve as a hands-on financial operations consultant responsible for delivering end-to-end support across client engagements. You will manage complex operational workflows while ensuring accuracy, compliance, and timely execution.

Lead problem-solving efforts across client financial operations, including payroll, AP/AR, benefits, compliance, and equity administration
Serve as the primary point of contact for clients, managing communication, expectations, and ongoing advisory support
Design and optimize back-office processes, implementing best practices across financial systems and workflows
Monitor project timelines, track deliverables, and proactively manage risks and escalations
Ensure compliance requirements and deadlines are met with high accuracy and consistency
Partner with internal teams to enhance service delivery, improve operational frameworks, and support business KPIs
Contribute to process improvements that increase scalability, efficiency, and data accuracy across financial operations

Requirements

This role requires strong operational expertise, analytical thinking, and the ability to manage client-facing responsibilities in a fast-paced environment. The ideal candidate is detail-oriented, proactive, and comfortable working across multiple systems and stakeholders.

2–5+ years of experience in financial operations, business operations, accounting workflows, or startup/back-office environments
Strong understanding of payroll, AP/AR, billing, or related financial processes
Advanced Excel skills and ability to manage complex workflows end-to-end; familiarity with tools like Notion is a plus
Excellent communication skills with the ability to translate complex information into clear, structured recommendations
Strong analytical ability to process and prioritize large volumes of unstructured data
High attention to detail with the ability to work independently and deliver accurate outputs under minimal supervision
Proven ability to collaborate cross-functionally and build strong stakeholder relationships
Comfort working in ambiguity, fast-paced environments, and client-facing contexts
Experience with accounting or financial software platforms (e.g., QuickBooks, Xero, NetSuite, Bill.com, Stripe, or similar) is a plus
Must be authorized to work in the United States and located in eligible states for remote employment (CA, GA, NY, NC, TN, TX, WA)

Benefits

Competitive base salary with additional equity opportunities depending on role and performance
Comprehensive healthcare coverage including medical, dental, and vision insurance
401(k) retirement plan with employer contributions
Flexible paid time off policy plus paid federal holidays
Parental leave programs supporting all new parents
Wellness and mental health support resources
Remote-first work environment with flexibility and autonomy
Professional development opportunities and exposure to high-growth startup clients
Additional wellness, technology, and lifestyle benefits depending on eligibility.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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Consultant, Financial Operations

Requirements

Benefits

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