At Clipboard Health, we dramatically improve lives by letting professionals turn extra time and ambition into career growth and financial opportunity. We are looking for a Finance Operations Lead to join our team. This individual contributor role reports to the Chief of Staff and is responsible for mapping and analyzing all finance-related operational workflows end-to-end to strengthen financial accuracy and transparency.
What You'll Do
- Own the full end-to-end mapping of every finance-related process across the company, capturing each step, data transfer, dependency, handoff, and control point with exceptional granularity.
- Analyze how each workflow, input, and operational decision impacts financial reporting, forecasting, reconciliation, and downstream accuracy.
- Identify inefficiencies, risks, control gaps, and inconsistencies across the full process lifecycle and provide structured, data-backed recommendations.
- Partner closely with Finance, Operations, Engineering, and other teams to align upstream and downstream processes and resolve points of friction or ambiguity.
- Build detailed documentation, process models, and operational frameworks that bring clarity and visibility to how financial information flows through the organization.
- Support Finance leadership with deep-dive investigations, root-cause analyses, and redesign efforts for high-impact or complex workflows.
- Work independently on complex operational problems, ensuring all conclusions and documentation meet a high standard of detail, accuracy, and precision.
What We're Looking For
- Minimum of four years of experience in strategic finance, financial operations, management consulting, or similar analytical roles.
- Strong foundation in financial analysis, including forecasting, budgeting, variance analysis, and cost structure assessment.
- Proven ability to map end-to-end financial processes with precision, including data flows, system touchpoints, and control points.
- Proficiency in SQL, with the ability to extract, interrogate, and validate financial and operational data sets.
- Experience working closely with Finance teams and familiarity with financial systems, ERP workflows, and operational drivers of financial statements.
- Ability to independently structure complex problems, synthesize data, and surface insights with clarity and accuracy.
- Comfort operating in fast-paced, systems-heavy, or complex business environments.
Nice to Have
- Marketplace or high-growth experience is a plus.
Technical Stack
- SQL
Team & Environment
This is an individual contributor role with no direct reports, reporting directly to the Chief of Staff.
Work Mode
This is a global position.
Clipboard Health is an equal opportunity employer.
