Operations & Finance Lead
Pavago
22h ago
0FinanceMexicohimalayas
Operations-&-Finance-LeadFinancial-OperationsBusiness-OperationsFinance-ManagerOperations-ManagementSenior
Job Description
Job Title: Operations & Finance LeadPosition Type: Full-Time, Remote
About the Role
We’re hiring an Operations & Finance Lead to take ownership of financial operations, reporting accuracy, operational workflows, and internal systems across the business.
This is a high-ownership role for someone who combines strong accounting and finance expertise with operational thinking and process improvement capabilities.
You will be responsible for maintaining financial accuracy, improving workflows, managing KPIs, supporting ERP systems, and ensuring operational processes run efficiently across the organization.
The ideal candidate is highly analytical, detail-oriented, proactive, and comfortable operating independently in a fast-paced environment.
Responsibilities
Finance OwnershipMaintain accurate financial records including P&L, Balance Sheet, and Cash Flow statementsManage reconciliations across banking, transactions, and inventory-related financial activityTrack and report on key business KPIs and financial performance metricsMonitor cash flow and proactively identify financial risks or inconsistenciesIdentify gaps, errors, and opportunities to improve financial performance and reporting accuracySystems & Process ImprovementSupport and optimize ERP and financial systems, including Zoho or similar platformsImprove financial workflows, reporting structures, and internal controlsEnsure data consistency and accuracy across operational and financial systemsHelp streamline processes to improve efficiency and scalabilityOperations SupportImprove SOPs, operational workflows, and internal processesSupport inventory tracking and operational coordinationEnsure systems and processes are being used effectively across the teamAssist in creating operational structure and accountabilityTeam CollaborationProvide support and guidance to junior operations and finance team membersReview outputs to ensure accuracy, quality, and timely completionCollaborate cross-functionally to improve operational efficiency and communicationCustomer & Accounts CoordinationManage accounts receivable follow-ups and coordinationCommunicate professionally with customers when needed regarding payments or operational mattersSupport order coordination and operational follow-throughWhat Makes You a Strong FitYou combine strong finance knowledge with operational thinkingYou are highly detail-oriented and structured in your approachYou proactively identify problems and improve processes without waiting for directionYou are comfortable owning financial reporting and operational accountabilityYou communicate clearly and professionally across teams and with customersYou thrive in fast-paced environments where accuracy and execution matterRequired Experience & SkillsMust-Have Requirements (Non-Negotiable)Strong accounting or finance backgroundCPA, CMA, ACCA, or equivalent certification preferredProven experience owning financial reporting and reconciliationsStrong understanding of cash flow management, KPIs, and business performance metricsExcellent English communication skills (written and verbal)Strong attention to detail and organizational abilityProactive problem-solving mindsetExperience working with ERP or financial systemsNice-to-Have ExperienceExperience in inventory-based, e-commerce, or distribution businessesFamiliarity with Zoho ERP or similar platformsExperience improving workflows, SOPs, or operational systemsExposure to AI tools and automation platforms to improve efficiencyWhat Does a Typical Day Look Like?Your day will revolve around maintaining financial accuracy, improving workflows, supporting operational processes, and ensuring visibility across key business metrics.
You will:Review financial records, reconciliations, and reporting accuracyMonitor KPIs, cash flow, and operational performanceCoordinate with internal teams on financial and operational tasksImprove systems, workflows, and reporting structuresSupport accounts receivable follow-ups and operational coordinationEnsure operational processes remain organized, scalable, and efficientIn essence: you are the person ensuring the business operates with financial clarity, operational structure, and process efficiency.Key Metrics for Success (KPIs)Accuracy and timeliness of financial reportingCash flow visibility and reconciliation accuracyImprovement in operational workflows and reporting systemsReduction in financial errors or inconsistenciesERP/system utilization and process efficiency improvementsTimely completion of accounts receivable follow-upsCompensation & BenefitsCompetitive compensation based on experienceFully remote work environmentOpportunity to work closely with leadership and impact business operationsExposure to both finance and operational strategyCollaborative and growth-focused team environmentInterview ProcessInitial Screening CallFinance & Operations InterviewFinal Interview with LeadershipOffer & OnboardingOriginally posted on Himalayas
