Note: The job is a remote job and is open to candidates in USA. Themis is a collaborative governance, risk, and compliance platform helping financial institutions streamline oversight and compliance. They are seeking a Finance & Operations Manager to manage financial operations, support the CEO, and drive AI adoption across internal processes.
Responsibilities
- Build and maintain financial models, dashboards, and reporting to support operational and strategic decision-making
- Track budgets and key financial metrics; surface insights and flag issues proactively
- Own core financial operations including accounts payable/receivable, invoicing, and address reconciliation issues with the Accounting and Invoicing vendors
- Prepare materials and manage the submission process for investment requests on behalf of the CEO
- Draft, compile, and maintain Investor updates
- Support the CEO in ad hoc financial and operational analyses needed for external meetings, partnerships, and strategic initiatives
- Own relevant follow-through on action items and deliverables stemming from Board/ Investor interactions
- Send out product marketing emails to all customers
- Identify and lead high-leverage opportunities to automate or streamline internal workflows using AI across functions like finance, operations, HR, Customer Success
- Build, document, and roll out AI-powered processes that reduce manual effort and improve consistency across the company
- Serve as an internal champion for AI literacy
- Support production of the company newsletter, including content coordination, drafting, scheduling, and distribution
- Maintain internal documentation, SOPs, and process guides for finance and operations workflows
- Assist with cross-functional communications that require financial or operational context
- Identify and eliminate operational inefficiencies across the company
- Build scalable systems and processes that grow with the business
- Own special projects and cross-functional initiatives as the company evolves
- Maintain accurate records and ensure data integrity across financial systems
Skills
- 4–5 years of experience in finance, operations, or a related business function, ideally at a startup or high-growth company
- Strong financial acumen — comfortable with P&L, cash flow, budgeting, and financial reporting
- Experience preparing executive-level materials such as board decks, investor updates, or financial summaries
- Demonstrated ability to manage multiple priorities and deliver high-quality work under tight timelines
- High proficiency in spreadsheets (Excel or Google Sheets) and financial modeling
- Strong written communication skills — able to translate complex information into clear, compelling materials
- Self-starter with strong organizational instincts and exceptional attention to detail
- Experience supporting a CEO or C-suite executive in a high-paced environment
- Familiarity with investment request processes, grant applications, or venture financing documentation
- Experience in fintech, financial services, or a B2B SaaS company
- Working knowledge of AI tools (e.g., Claude, ChatGPT, Notion AI, Zapier) and a track record of applying them to business problems
- Experience with accounting platforms (e.g., QuickBooks, Ramp, Brex, Gusto) and modern SaaS operations stacks
Company Overview