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Business Operations Generalist, Finance & Accounting

🔥 13 hours ago

🌐 United States, Canada – Remote

infoinfo

⏰ Full Time

🟡 Mid-level

🟠 Senior

⚙️ Business Operations

Where this job comes from

Posted on Wonderly's careers page, not through a job board

First seen by Remote Rocketship 13 hours ago

Still open on Wonderly's site. Checked 39 minutes ago.

Logo of Wonderly

Wonderly

51 - 200 employees

📣 Marketing

☁️ SaaS

Marketing • SaaS

Wonderly is a vertically-focused marketing, sales, and operations platform designed for home services and remodeling businesses (HVAC, landscaping, roofing, remodeling, electrical contractors). It bundles website building and hosting, multi-channel marketing (Meta, Google, Local SEO, direct mail, billboards, Reddit, cold calling), lead intake and booking, AI receptionist and chatbots, CRM, VoIP business phone, unified inbox, AI lead automation, AI call recording and sales coaching, dispatch and closing tools, quotes, e-signatures, invoicing and payments, reviews and customer reengagement tools. Wonderly combines services and software, offering fully managed marketing and AI agents and charges only a revenue share—free until it delivers paying customers. The product targets scaling businesses aiming for $5M–$10M+ in revenue, promising rapid deployment (30–48 hours) and integrated systems previously available only to large franchises.

📋 Description

• Validate invoices, collect vendor documentation, coordinate approvals, and schedule payments • Coordinate month-end close with external accountants, maintain close notes, provide supporting information, investigate discrepancies, and flag unusual transactions • Coordinate tax filings, registrations, notices, and year-end reporting with external providers • Maintain financial systems including Stripe, Subscript, Hubifi, and QuickBooks • Coordinate contracts with business owners and counsel, negotiate vendor terms, and track commitments and renewals • Manage insurance renewals, routine equity administration, corporate records, registrations, and incoming notices • Document recurring work, establish owners and deadlines, and help automate repetitive tasks • Own recurring responsibilities and unexpected operational problems through completion • Provide external accountants and specialists with complete information and timely answers • Raise problems early with sufficient context for decisions • Handle confidential financial, employee, and company information carefully • Improve systems and resolve vendor issues hands-on • Take on evolving responsibilities as the company grows

🎯 Requirements

• Accounting foundation with understanding of invoices, accruals, reconciliations, and month-end close • Experience in accounting or finance operations at a fast-growing startup, public accounting with hands-on startup-client exposure, business operations with meaningful accounting responsibilities, or broad operational ownership of payments, contracts, compliance coordination, or financial systems • Meticulous handling of money, records, and deadlines • Ability to investigate discrepancies and provide answers • Ability to keep work moving with multiple people or outside providers involved • Judgment about when to decide and when to involve a specialist • Comfort learning unfamiliar systems and handling ambiguous problems • Desire to apply an accounting foundation across a broader business role • Strong spreadsheet skills • Experience with QuickBooks, Stripe, Brex, Carta, or similar tools is useful • Must be authorized to work in the US or Canada

🏖️ Benefits

• Equity included in total compensation • Regular in-person gatherings • Diverse and inclusive workplace • Equal opportunities • Use of data, AI tools, and automation to make work more reliable and less manual

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