Financial Operations Generalist

The role

This person will own the financial and business operations behind Wonderly. They will handle accounting, contracts, procurement, insurance, equity administration, and process improvement.

What you will do

• Validate invoices, collect vendor documentation, coordinate approvals, and schedule payments
• Keep close notes, provide supporting information to accountants, investigate discrepancies, and flag unusual transactions
• Keep filings, registrations, notices, and year-end reporting moving with external providers
• Maintain tools such as 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 clear owners and deadlines, and work with internal team to automate repetitive tasks

Required qualifications

• Understand invoices, accruals, reconciliations, and month-end close
• Meticulous with money, records, and deadlines
• Investigate discrepancies and bring back answers
• Keep work moving when several people or outside providers are involved
• Know when to make a decision and when to involve a specialist
• Comfortable learning unfamiliar systems and handling ambiguous problems
• Want to use an accounting foundation across a broader business role
• Strong spreadsheet skills

Nice to have

• Experience with QuickBooks, Stripe, Brex, Carta, or similar tools

About the company

Wonderly is a closed-loop, end-to-end system that self-improves on customers' revenue for the home service industry. The 70-person team has raised over $50M and builds AI agents embedded inside their own system.