Note: The job is a remote job and is open to candidates in USA. The People Piece is a growing leadership development and consulting firm looking for a Finance and Revenue Operations Manager to own the financial and operational backbone of their business. This part-time role involves managing sales operations, invoicing, cash flow, and revenue forecasting while working closely with a small, values-driven team.
Responsibilities
- Streamline and evolve our sales operations process
- Support the sales process by tracking leads, proposals, and contracts through the pipeline
- Maintain accurate records of client engagements, agreements, and renewal timelines
- Ensure proposals and contracts are processed accurately and in a timely manner
- Identify and flag gaps or bottlenecks in the sales operations process and recommend improvements
- Streamline and evolve our scoping process
- Partner with TPP leadership to translate client needs into clear, accurately scoped proposals
- Build and maintain scoping templates and pricing frameworks that reflect TPP's service offerings
- Review proposals for accuracy, consistency, and alignment with established pricing
- Streamline and evolve our invoicing and billing process
- Own the invoicing process from creation through delivery, ensuring accuracy and timeliness across all client accounts
- Track invoice status and maintain clear records of what has been sent, paid, and outstanding
- Maintain constructive working relationships with A/P contacts at our clients
- Identify and resolve billing discrepancies in a timely manner
- Partner with TPP's bookkeeper or accountant as needed to ensure financial records are clean and current
- Maintain progress billing schedules and client-specific billing trackers
- Collect and validate billable hours and supporting documentation required for invoicing
- Streamline and evolve our expense management process
- Track and reconcile business expenses on a regular basis, ensuring accurate and up-to-date records
- Review and process expense submissions from team members in a timely manner
- Maintain clear documentation of expenses by client, project, and category to support accurate invoicing and reporting
- Flag unusual or unexpected expenses to leadership and recommend adjustments as needed
- Partner with TPP's bookkeeper or accountant to ensure expenses are accurately reflected in financial reporting
- Process employee and contractor reimbursements accurately and in a timely manner
- Coordinate annual tax documentation and information requests from accountants, tax preparers, and government agencies
- Maintain required business and vendor documentation, including W-9s and related compliance records
- Streamline and evolve our collections process
- Monitor accounts receivable and proactively follow up on outstanding invoices
- Communicate with clients about late or missing payments in a professional, relationship-preserving way
- Escalate unresolved payment issues to leadership with a clear summary and recommended next steps
- Evolve our revenue forecasting process
- Maintain an up-to-date view of projected revenue based on confirmed and anticipated engagements
- Provide regular forecasting updates to TPP leadership to support planning and decision-making
- Flag risks or gaps in the revenue pipeline early and proactively
- Build and refine simple reporting tools or dashboards that give leadership clear visibility into revenue trends
- Evolve our cash flow management process
- Maintain a rolling 30-, 60-, and 90-day cash flow forecast that incorporates expected revenue, payment timing, payroll, contractor expenses, and operating costs
- Monitor cash position and identify potential cash flow gaps or risks before they become issues
- Partner with leadership to improve cash flow predictability through billing schedules, payment terms, and collections practices
- Provide regular reporting and recommendations related to working capital and cash management
- Support scenario planning and financial decision-making by modeling the cash impact of anticipated business opportunities, investments, and operational changes
Skills
- At least 5 - 7 years of experience in revenue operations, sales operations, finance, or a related field
- Comfortable with a flexible schedule and able to jump in on time-sensitive projects or urgent client and team needs as they arise, even outside of a fixed weekly routine
- Strong attention to detail and comfort managing multiple financial processes simultaneously
- A genuine relational presence and a strong sense of accountability: you build trust through how you show up and follow through on what you commit to
- Experience managing cash flow forecasting, working capital, and accounts receivable in a professional services, consulting, or project-based business preferred
- Clear, professional communication skills, particularly when navigating sensitive client conversations around billing and payments
- Proficiency with tools like QuickBooks, Copper, Xero, or similar CRM and accounting platforms
- Curiosity about AI and automation tools, and a proactive interest in identifying opportunities to streamline financial and operational processes
- Ability to work independently, manage your own time effectively, and flag issues proactively
- A genuine interest in the work TPP does and a values-aligned approach to how you show up
Benefits
- Remote
- Part-Time (20 hrs/week)
- W2 option
- Four-day work week
Company Overview