Financial Operations Generalist

🔥 12 hours ago

🌐 United States, Canada – Remote

🇺🇸 United States – Remote 🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 25%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Wonderly

WebsiteLinkedInAll Job Openings

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 and provide supporting information to accountants • 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 agreements 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 • Raise problems early with sufficient context for decisions • Improve systems and resolve vendor issues • Report directly to the CTO or CEO • Own recurring responsibilities and adapt scope as the company grows

🎯 Requirements

• Accounting foundation with understanding of invoices, accruals, reconciliations, and month-end close • Background in accounting or finance operations at a fast-growing startup, public accounting with hands-on exposure to startup clients, business operations with meaningful accounting responsibilities, or a broad operational role owning 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 across multiple people and outside providers • Sound judgment about when to decide and when to involve a specialist • Comfortable 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 • Ability to handle confidential financial, employee, and company information carefully • Ability to use data, AI tools, and automation • Must be authorized to work in the US or Canada

🏖️ Benefits

• Equity as part of total compensation • Remote work in the US or Canada • 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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