Finance Operations Lead

We exist to lift as many people up the socioeconomic ladder as possible. We dramatically improve lives by letting professionals turn extra time and ambition into career growth and financial opportunity. We achieve this with our app-based marketplace that connects workplaces and professionals, allowing professionals to book on-demand shifts and workplaces to access on-demand talent.

Clipboard is a fast-growing Series C marketplace. We are a leader in our Long Term Care vertical and are expanding into several others (Dental Offices, Schools, etc).
We are a YC Top Company with a global, remote team of 700+ people. We have been profitable since 2022, and fill millions of shifts annually at partner workplaces across the US, where tens of thousands of professionals work with us every year.
We are looking for your help to keep growing so we can serve more professionals and workplaces.
To learn more about us, take a look at our website here.

Overview

We are seeking a Finance Operations Lead to take full, end-to-end ownership of mapping and analyzing all finance-related operational workflows. This role reports directly to the Head of Strategic Finance and is an individual contributor role with no direct reports. This is designed for someone who can independently dissect complex systems, surface details at a highly granular level, and produce precise operational insights that directly strengthen financial accuracy and transparency.

Responsibilities

• Own the full end-to-end mapping of every finance-related process across the company, capturing each step, data transfer, dependency, handoff, and control point with exceptional granularity.

• Analyze how each workflow, input, and operational decision impacts financial reporting, forecasting, reconciliation, and downstream accuracy.

• Identify inefficiencies, risks, control gaps, and inconsistencies across the full process lifecycle and provide structured, data-backed recommendations.

• Partner closely with Finance, Operations, Engineering, and other teams to align upstream and downstream processes and resolve points of friction or ambiguity.

• Build detailed documentation, process models, and operational frameworks that bring clarity and visibility to how financial information flows through the organization.

• Support Finance leadership with deep-dive investigations, root-cause analyses, and redesign efforts for high-impact or complex workflows.

• Work independently on complex operational problems, ensuring all conclusions and documentation meet a high standard of detail, accuracy, and precision.

Qualifications

• Minimum of four years of experience in strategic finance, financial operations, management consulting, or similar analytical roles.

• Strong foundation in financial analysis, including forecasting, budgeting, variance analysis, and cost structure assessment.

• Proven ability to map end-to-end financial processes with precision, including data flows, system touchpoints, and control points.

• Proficiency in SQL, with the ability to extract, interrogate, and validate financial and operational data sets.

• Experience working closely with Finance teams and familiarity with financial systems, ERP workflows, and operational drivers of financial statements.

• Ability to independently structure complex problems, synthesize data, and surface insights with clarity and accuracy.

• Comfort operating in fast-paced, systems-heavy, or complex business environments; marketplace or high-growth experience is a plus.

What Success Looks Like

• A complete, highly granular understanding of every end-to-end finance workflow, enabling precise attribution of every dollar and cent and strengthening financial controls across the organization.

• Clear visibility into the operational drivers behind financial outcomes, supported by accurate mapping of processes, dependencies, and root causes of any discrepancies or inefficiencies.

• Stronger cross-functional alignment through detailed documentation, clarified ownership, and a shared understanding of how financial information flows through systems and teams.

• Measurable improvements in financial accuracy, workflow discipline, and organizational clarity, reflected in cleaner reporting, fewer variances, and more predictable financial operations.