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[Remote] Financial Operations Generalist

Work from home Full-time role Hiring

Note: The job is a remote job and is open to candidates in USA. Wonderly is hiring a Financial Operations Generalist to own financial and business operations, including accounting coordination, payments, tax processes, and financial systems. The role also covers contracts, procurement, corporate operations, and improving recurring processes.

Responsibilities

  • Accounting operations: Validate invoices, collect vendor documentation, coordinate approvals, and schedule payments
  • Month-end close: Keep close notes, provide supporting information to our accountants, investigate discrepancies, and flag unusual transactions
  • Tax coordination: Keep filings, registrations, notices, and year-end reporting moving with our external providers
  • Financial systems: Maintain tools such as Stripe, Subscript, Hubifi, and QuickBooks as the business changes
  • Contracts and procurement: Coordinate agreements with business owners and counsel, negotiate vendor terms, and track commitments and renewals
  • Corporate operations: Manage insurance renewals, routine equity administration, corporate records, registrations, and incoming notices
  • Process improvement: Document recurring work, establish clear owners and deadlines, and work with our internal team to automate repetitive tasks

Skills

  • You should be comfortable investigating an unfamiliar charge, working through a vendor renewal, coordinating with outside counsel, and building a process so the same issue is easier next time
  • • Accounting or finance operations at a fast-growing startup
  • • Public accounting with hands-on exposure to startup clients
  • • Business operations roles with meaningful accounting responsibilities
  • • A broad operational role where you owned payments, contracts, compliance coordination, or financial systems
  • • You understand invoices, accruals, reconciliations, and month-end close
  • • You're meticulous with money, records, and deadlines
  • • You investigate discrepancies and bring back answers
  • • You keep work moving when several people or outside providers are involved
  • • You know when to make a decision and when to involve a specialist
  • • You're comfortable learning unfamiliar systems and handling ambiguous problems
  • • You want to use your accounting foundation across a broader business role
  • Strong spreadsheet skills are expected
  • Experience with QuickBooks, Stripe, Brex, Carta, or similar tools is useful

Benefits

  • Equity
  • Remote in the US or Canada, with regular in-person gatherings

Company Overview

  • Wonderly is a closed-loop end-to-end system that self-improves on our customers’ profit. We bring the benefits of AI to service SMBs. It was founded in 2025, and is headquartered in San Francisco, US, with a workforce of 51-200 employees. Its website is https://www.wonderly.com.
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