Tryalma

Finance & Operations Lead

San Francisco. Posted 3 months ago

The role

You will own the day-to-day financial engine including revenue accuracy, billing, collections, cash movement, and the monthly close. You will automate manual processes and eventually transition into strategic finance leadership including forecasting and budgeting.

What you will do

  • Define and apply monthly revenue consistently
  • Match cases to clients and deals for revenue accuracy
  • Own invoicing across platform, Stripe, and off-platform
  • Manage accounts receivable, collections, and deposits
  • Process refunds and adjustments
  • Pay vendor invoices and manage company cards
  • Manage bank accounts, signatories, and money movement
  • Run monthly close and produce the P&L
  • Direct and quality-check outsourced accountants and external auditors
  • Run payroll, manage contractor payments, and sales commissions

Required qualifications

  • Bachelor’s degree in Accounting, Finance, or related field
  • 3+ years of progressive accounting experience
  • 1+ years in high-growth startups or tech companies
  • Extensive accounting knowledge with a firm grasp of current US GAAP standards
  • Proven track record establishing and growing financial operations in a fast-paced or early-stage setting
  • Skilled with contemporary accounting platforms
  • Effective partner across teams
  • Sharp eye for detail combined with sound operational judgment
  • Entrepreneurial approach

Nice to have

  • Familiarity with AI-native or automation-first ERPs
  • CPA or CFA qualification
  • FP&A / financial modeling experience
  • Experience with multi-entity finance, professional-services or law-firm accounting, or trust accounting
  • Hands-on familiarity with Stripe, Rippling, Brex, Mercury, HubSpot or comparable tools

Benefits

  • Competitive base salary based on experience, plus meaningful equity
  • 100% Health coverage + Vision + Dental
  • 20 days PTO + 10 Federal Holidays
  • $250 per month in wellness allowance
  • Direct, daily access to our CEO and leadership team

About the company

Alma is on a mission to make immigration more accessible, transparent, and human through technology and legal support. The team combines experience across immigration law, product, operations, and high-growth startups.

Finance & Operations Lead at Tryalma | JobZoey