Finance & Business Operations Manager at Latent | CA, US | Rezi

Finance & Business Operations Manager at Latent

Finance & Business Operations Manager

Latent · CA, US

1 weeks ago

Finance & Business Operations Manager

Latent · CA, US

9 days ago
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About the Role

Latent is hiring a Finance & Business Operations Manager to own the systems that keep the company running, including books, billing, spend, insurance, and payroll/expense operations. This hands-on role involves direct work in QuickBooks, Brex, and Rippling, policy design, and partnering with the strategic finance function.

Responsibilities

  • Own day-to-day bookkeeping in QuickBooks Online, including categorization, reconciliations, and chart-of-accounts hygiene
  • Run or support month-end close, including accruals, prepaids, and account reconciliations
  • Keep financial records accurate, organized, and audit-ready
  • Maintain the chart of accounts, classes, and departments so reporting stays meaningful as we grow
  • Coordinate with external accounting, bookkeeping, and tax partners
  • Own customer invoicing end to end, including recurring, milestone, and usage-based billing
  • Ensure invoices are accurate, properly coded, and issued on schedule
  • Track receivables, follow up on outstanding balances, and manage collections
  • Resolve billing questions and discrepancies with customers and internal stakeholders
  • Partner with Sales and Customer Success so contract terms flow correctly into billing
  • Administer Brex: card issuance, spend limits, approval flows, receipt compliance, and reporting
  • Review vendor bills for accuracy, proper approval, and correct coding
  • Manage payment runs, track payment status, and resolve vendor discrepancies
  • Own vendor onboarding, renewals, purchasing workflows, and contract records
  • Maintain visibility into software subscriptions and other recurring commitments, and identify savings opportunities
  • Evaluate vendors and negotiate commercial terms
  • Partner with budget owners to ensure purchases are appropriate, approved, and within budget
  • Own employee expense management: policy, submission workflows, review, and reimbursement
  • Support payroll processing in Rippling, including off-cycle runs, and ensure accurate GL mapping into QuickBooks
  • Maintain employee records and support onboarding, offboarding, and benefits administration workflows
  • Serve as the first point of contact for employee questions on expenses, reimbursements, and payroll
  • Partner with People and leadership so compensation changes flow correctly into payroll and the books
  • Handle confidential compensation and employee data with consistently sound judgment
  • Own company business insurance: renewals, broker relationships, coverage reviews, and certificate-of-insurance requests
  • Ensure coverage keeps pace with headcount, customer contracts, and our risk profile
  • Maintain corporate records, state registrations, and business licenses
  • Support customer and partner requests for insurance, tax, and compliance documentation
  • Identify manual or inefficient processes and replace them with better systems and controls
  • Document financial and operational policies, approval thresholds, and operating procedures
  • Help select and implement finance and operations tools as the company grows
  • Take ownership of new operational priorities as they arise

Requirements

  • 3–6 years of experience in accounting operations, finance operations, business operations, or startup G&A
  • Hands-on ownership of QuickBooks Online or a comparable general ledger
  • Direct experience running accounts payable, accounts receivable, and expense workflows
  • Familiarity with corporate card and spend platforms (Brex, Ramp, or similar) and HR/payroll systems (Rippling, Gusto, Justworks, or similar)
  • Excellent attention to detail and a high standard for accuracy
  • Advanced proficiency with Excel or Google Sheets
  • Strong organizational and project-management skills, with comfort owning recurring deadlines
  • Clear, thoughtful communication with colleagues, vendors, and external partners
  • A proactive, low-ego approach and willingness to take ownership
  • Comfort operating in a fast-changing environment with incomplete information

Skills

  • QuickBooks Online
  • Brex
  • Rippling
  • Excel
  • Google Sheets

Experience Level

  • 3-6 years

About the Company

  • Latent is building the clinical agentic engine for enterprise pharmacy—software that enables leading health systems to serve more patients, grow their pharmacy operations, and capture more value compliantly, without adding headcount.
  • We are a fast-moving team looking for thoughtful, ambitious people who want to help build both the business and the systems behind it.