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Senior Operations and Finance Manager

Hi. 

We’re a fast-paced team.

As a business, we help U.S. companies grow top-tier offshore talent across sales, marketing, and operations. We’re scaling rapidly and are looking for someone to hire for our internal team to manage operations and finance helping us move smarter and quickly prepare us to scale.

We already have someone in charge of AP/AR as well as an outsourced bookkeeping team. Those teams will roll up to you, putting you in charge of financial leadership (budgeting, forecasting, pricing strategy) along with day-to-day operational oversight (recruiting ops, tracking operational metrics, aligning the team), which makes this job perfect for someone who’s excelled in finance at a B2B company and is ready to take on broader ownership in Ops.

The Role 

You’ll serve as a key partner to the CEO, owning our financial health while ensuring our operational engine runs smoothly. You’ll manage a team (bookkeeping + AR/AP + recruiting) and help leadership make smarter decisions through data, planning, and streamlined processes. This is a job for someone who wants to one day become a COO or CFO.

What You’ll Do 

Financial Leadership

  • Own budgeting and forecasting, building models that support growth, profitability, and efficiency.

  • Lead pricing strategy, evaluating cost structures, market trends, and margin opportunities.

  • Analyze cost drivers and ROI across teams and tools; recommend optimizations to improve margins.

  • Review and interpret monthly financials (bookkeeping handled by your team); deliver insights to leadership.

  • Build dashboards in Google Sheets/Excel for real-time visibility into revenue, expenses, and performance.

Operational Oversight

  • Manage the Bookkeeping and AR/AP team, ensuring accurate invoicing, collections, and clean financials.

  • Oversee Recruiting operations, driving process efficiency and alignment with account management.

  • Lead project management for process improvements, tool rollouts, and automation initiatives.

  • Develop, document, and improve internal processes across teams to support efficient, scalable growth.

  • Build and maintain business dashboards to track recruiting, financial, and operational KPIs.

  • Collaborate cross-functionally with Sales and Marketing to align on growth strategy, forecasting, and operational capacity.

  • Automate and streamline workflows using Zapier, HubSpot, ClickUp, and Slack.

Who You Are

  • 5-8 years of experience in finance and operations roles, with at least 3 years in a B2B company leading pricing, budgeting, and cost optimization.

  • Strong experience managing teams (finance ops and recruiting preferred).

  • Proficient in financial modeling and forecasting; expert-level in Google Sheets/Excel.

  • Tech-savvy — you’ve worked with HubSpot, ClickUp/Asana, Zapier, and similar tools.

  • A strategic thinker and hands-on doer — you see the big picture but aren’t afraid to get into the weeds.

  • You’ve managed a team of at least 5 direct reports and at least 15 indirect reports.

  • Excellent communicator who can present financial and operational insights clearly and concisely.

  • Someone who is excited to take a cognitive exam in math, verbal and attention to detail.

  • You speak quickly. This is non-negotiable.

Why You’ll Love It Here

  • Fully remote, fast-paced, and innovative team.

  • Own both finance and operations in a growing, forward-thinking company.

  • Autonomy to lead strategy, streamline systems, and make a real impact.

  • A collaborative, supportive culture where your leadership shapes our path.

  • Work with very fast people every single day.

This is a job for a very smart, hard-working person who considers themselves to be an A-player and only wants to work with A-players. This sounds very douchey to write down on a job description, and yet, here it is.

Application Process:

To be considered for this role these steps need to be followed:

  • Fill in the application form

  • Record a video showcasing your skill sets

Average salary estimate

$90000 / YEARLY (est.)
min
max
$80000K
$100000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Senior Operations and Finance Manager, ProjectGrowth

Hi there! We’re excited to introduce an amazing opportunity for a Senior Operations and Finance Manager at our innovative company based in Bogotá. As a dynamic player in expanding U.S. companies’ offshore talent in sales, marketing, and operations, we're growing quickly and need someone who can manage our operations and finance like a pro. In this role, you’ll report directly to the CEO, taking charge of our financial leadership while steering day-to-day operational oversight. Your responsibilities will include leading a team that covers everything from accounts payable and receivable to bookkeeping and recruiting operations. If you’ve excelled in finance in a B2B setting and are ready to broaden your operational skillset, this could be your ideal next step. You'll own budgeting, forecasting, and pricing strategy, ensuring we remain aligned with market trends. With your analytical abilities, you'll dissect cost structures and recommend optimizations to boost our margins. The best part? You’ll have a direct impact on the company's growth trajectory. Join our fast-paced environment, where you’ll work alongside talented individuals and take on significant leadership responsibilities that could pave the way for you to become a future COO or CFO. If you thrive on data, enjoy problem-solving, and are driven to streamline processes, we want you in our team!

Frequently Asked Questions (FAQs) for Senior Operations and Finance Manager Role at ProjectGrowth
What are the key responsibilities of the Senior Operations and Finance Manager at our company?

The Senior Operations and Finance Manager will be responsible for comprehensive financial leadership, including budgeting, forecasting, and pricing strategies. You’ll oversee the bookkeeping, AR/AP team, manage recruiting operations, and collaborate cross-functionally to align on growth strategies. Additionally, you’ll analyze financial performance, build dashboards for tracking KPIs, and drive process improvements to enhance efficiency.

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What qualifications should a candidate have for the Senior Operations and Finance Manager position?

Candidates for the Senior Operations and Finance Manager role should possess 5-8 years of experience in finance and operations, with a focus on B2B companies. At least 3 years should be dedicated to leading pricing, budgeting, and cost optimization efforts. Strong team management skills, proficiency in financial modeling, and expertise in tools like Google Sheets, HubSpot, and Zapier are essential.

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What tools and technologies will the Senior Operations and Finance Manager use in their role?

In the Senior Operations and Finance Manager role, you will work with various tools and technologies including Google Sheets for financial modeling, HubSpot for CRM needs, ClickUp or Asana for project management, and Zapier for automating workflows. Familiarity with these technologies will be crucial to streamline operations and improve efficiency.

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What makes this role unique compared to other Senior Operations and Finance Manager positions?

What sets this Senior Operations and Finance Manager position apart is the combination of financial leadership and operational oversight within a rapidly scaling company. You will not only take charge of financial health but also drive operational excellence, making strategic decisions that align with overarching company goals. You’ll have the autonomy to shape processes and lead a talented team, paving your pathway to a future COO or CFO role.

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What is the company culture like for the Senior Operations and Finance Manager position?

Our company culture is fully remote, fast-paced, and supportive, emphasizing collaboration and innovation. As a Senior Operations and Finance Manager, you will work with highly motivated individuals who value efficiency and excellence. We foster an environment where your contributions significantly influence the company’s direction, allowing you to truly make an impact.

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Common Interview Questions for Senior Operations and Finance Manager
Can you describe your experience with budgeting and forecasting as a Senior Operations and Finance Manager?

When answering, focus on specific examples demonstrating your skills in budgeting and forecasting. Discuss how you've built financial models supporting business growth, detailing the impact of your strategies on profit and efficiency.

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How have you managed teams in the past, particularly in finance and operations?

Highlight your leadership experience, emphasizing team size and dynamics. Discuss how you've motivated and guided teams toward achieving financial accuracy and operational success while maintaining open lines of communication.

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What tools do you prefer for financial modeling and why?

Share your preferred tools, like Google Sheets or Excel, and explain why they are effective for your financial modeling. Discuss specific features that enhance your ability to analyze data and make informed decisions.

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Describe a time when you had to provide financial insights to leadership. How did you do it?

Outline a situation where you effectively communicated complex financial data to non-financial stakeholders. Emphasize the clarity and impact of your presentation, and how your insights informed key business decisions.

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How do you approach automating workflows within operations?

Discuss your experience with automation tools like Zapier and how you’ve successfully implemented automation to streamline processes. Provide examples of workflows you’ve improved and the resulting efficiency gains.

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Can you explain a pricing strategy you’ve implemented in a previous role?

Share a specific example of a pricing strategy you executed, including the market analysis and cost structures involved. Discuss how this strategy impacted revenue and market positioning.

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What metrics do you consider essential for tracking operational efficiency?

Identify key performance indicators you prioritize, such as revenue per employee, cost per acquisition, or customer satisfaction scores. Explain how you use these metrics to drive operational decisions.

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How do you enhance cross-functional collaboration between finance and other departments?

Provide examples of initiatives you’ve taken to foster collaboration, such as regular meetings with sales and marketing teams to align on forecasts and strategies. Highlight how these efforts have resulted in improved outcomes.

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What challenges have you faced in finance operations, and how did you overcome them?

Reflect on a specific challenge, detailing the steps you took to address it. Emphasize your analytical thinking and problem-solving abilities in overcoming hurdles.

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Why do you want to work with our company as a Senior Operations and Finance Manager?

Talk about your enthusiasm for the company’s mission and culture. Share specific aspects of the role that resonate with you, and express your desire to contribute to the company’s growth and operational success.

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MATCH
VIEW MATCH
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
March 25, 2025

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