Description

We are seeking a proactive and organized Project Coordinator to own task governance, priorities and delivery tracking across our client engagements and internal programs. This role is ideal for someone with hands-on experience in Asana or other project management tools who can keep multiple teams aligned, flag risks early and follow every open item to closure. You’ll coordinate work across finance engagements, automation implementations, BI & analytics projects and internal initiatives such as onboarding, SOPs and training, supporting our US-based clients.

Responsibilities

• Governance & Task Management

• • Maintain all client and internal projects: owners, due dates, sections, custom fields and templates.
  • Review overdue, unassigned and stalled tasks daily and resolve them with task owners.
  • Set up new projects from standard templates; archive completed boards.
  • Define hygiene standards and train team members on them.

• Priority Management & Escalation

• • Publish weekly priorities for each team and update them as client needs change.
  • Flag at-risk tasks, missed deadlines and resource conflicts to leads within 24 hours.
  • Maintain an escalation log and track every issue to resolution.
• Client & Internal Project Coordination

• • Track implementation timelines: mobilization, testing, cutover, go-live and hypercare.
  • Prepare client status updates, meeting agendas and action-item summaries.
  • Drive internal programs to schedule onboarding, certifications, SOPs, BI enhancements and AI initiatives.

• Reporting & Automation

• • Build weekly/monthly dashboards on workload, on-time delivery and backlog.
  • Automate repetitive coordination using Asana rules, forms and integrations.

Description

We're hiring a hands-on Tech Lead to architect and build our AI-enabled finance operations platform: full-stack engineering, cloud infrastructure, and AI agent orchestration, working directly with the founding team to turn manual finance workflows into automated, agent-driven ones. The platform will include:

• AI agents and automation workflows for finance processes (AP, AR, reconciliation, close, reporting)
• Integrations with ERP and financial systems (Bill.com, QuickBooks, Procurify, Paylocity, and others)
• Workflow orchestration and APIs
• Cloud-native, scalable infrastructure
• Secure multi-tenant SaaS architecture
• A web application serving as the management cockpit and client engagement layer — for internal oversight, exception handling, and client-facing interaction and reporting
• Data infrastructure to ingest and analyze clients' financial data

Note on scope: this is the first engineering hire on the platform. You will operate across all of the areas below in the build phase, and — critically — you will be responsible for defining what our next engineering hire should look like: what they should own, what skill gaps they should fill, and when we should bring them on. We are not handing you a pre-defined team structure; we're hiring someone senior enough to design it.

Responsibilities

• Technical Leadership
  • Own end-to-end technical architecture of the platform in its build phase
  • Set technology direction, coding standards, and review processes as the team grows
  • Translate finance-operations requirements into scalable technical solutions
  • Define the profile, priorities, and timing for our next engineering hire based on what the build actually needs — you will scope this role, not just anticipate it
  Cloud & Infrastructure
  • Design and manage infrastructure on Google Cloud Platform (Cloud Run, GKE, Pub/Sub, Cloud SQL, BigQuery, Vertex AI, IAM, VPC)
  • Implement Infrastructure as Code (Terraform or similar)
  • Build out dev/staging/production environments with monitoring, logging, and alerting from day one
  DevOps & CI/CD
  • Build CI/CD pipelines (GitHub Actions or similar), automated testing, and rollback mechanisms
  • Establish secure secrets management and environment configuration practices
  Full-Stack Application Development
  • Build backend services in Node.js and frontend applications in React/TypeScript
  • Design APIs and service-oriented architecture for internal tools and client-facing workflows
  Database & Data Architecture
  • Design data models for operational workflows and AI agent memory/context
  • Work with PostgreSQL/MySQL, and Redis for caching where needed
  AI & Agentic Systems
  • Design and build AI-agent workflows for finance processes: prompt engineering, tool use, memory, orchestration
  • Integrate LLMs into operational workflows with observability and guardrails
  • Work with RAG architectures and vector databases where relevant
  APIs & Integrations
  • Build and maintain integrations with ERP and finance platforms (Bill.com, QuickBooks, Procurify, Paylocity, and similar)
  • Implement OAuth/SSO and secure data exchange patterns

Description

As an Executive Accounts / Finance Analyst / Finance Associate / Accounts Executive, you will play a pivotal role in our finance team, contributing to the organization's financial health and operational efficiency. Your primary responsibilities will include accounting tasks using QuickBooks Online, financial reporting, cash flow analysis, vendor bill processing, client invoicing, client communication, and handling various ad-hoc finance and administrative duties as required.

Responsibilities

• Perform accounting functions using QuickBooks Online, ensuring accurate and up-to-date financial records.
• Conduct reconciliations and participate in the finalization of financial statements.
• Prepare financial reports and conduct cash flow analysis to support decision-making processes.
• Efficiently process vendor bills and invoices for clients, maintaining accuracy and compliance.
• Establish clear and effective communication channels with clients to address inquiries and provide financial updates.
• Undertake any other ad-hoc finance and administrative tasks as needed to support the finance team and overall business operations.

Description

We are looking for a “Manager/Sr. Manager – Accounts & Finance” will be responsible for overseeing of all finance, accounting, and reporting activities and to create long-term, trusting relationships with our customers. The candidate will have to oversee and manage a portfolio of assigned customers and develop new business from new/existing clients. The candidate will be responsible to coach the accounts team in their day to day activities. It will hold functional responsibility over accounting, accounts payable, accounts receivable, payroll, and administration. The position will also ensure that the systems and procedures are in place to support effective program implementation and audits.

Responsibilities

• Overseeing all accounts, ledgers, and reporting systems ensuring compliance with appropriate standards and regulatory requirements
• Maintaining internal control and safeguards for receipt of revenue, costs, and program budgets and actual expenditures
• Coordinating all audit activity
• Consistently analyzing of financial data and presenting financial reports in an accurate and timely manner; clearly communicate monthly, quarterly, and annual financial statements; monitor progress, changes and keep senior leadership abreast of the financial status;
• Work closely with the CFO in budgeting, planning and in key financial decision-making process.
• Review the financial reports of the clients and ensure timely closing on the books.
• Guide, train and manage the staff at all levels in day to day activities, creating and promoting a positive and supportive work environment.
• Making financial forecasts.